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Importing Salesforce Custom Fields

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    Tim Klimasewski

    It was always a bit of a mystery to me how act-on has access to salesforce fields. This video was great. I have an enterprise plan or the advanced CRM add-on so I could navigate to CRM Administration. I compared the fields available to be selected in the salesforce campaign object to an "API export" of all fields in that object and I can match all of them by field name (versus field label or API name). I could even match fields that I recently created. So my final question, is if this field exposure dependent or independent of my salesforce connected user profile's access by salesforce "field level security". If the connected user cannot see the field, will it still show?

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    Chris Apgar

    Hi Tim! I believe that the CRM Administration page will pull in all fields regardless of permissions. However, I will take a closer look at this and get back to you when I know for sure.

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