This guide sets field-level permissions in Salesforce for the RevSure integration. In Setup, open Object Manager, select the object, go to Fields & Relationships, choose the custom field, and grant access to the profile the RevSure integration user belongs to.
1. Navigate to your Salesforce instance
2. Click here
3. Click "Setup for current app"
4. Click "Object Manager"
5. Click salesforce object
6. Click "Fields & Relationships"
7. Click the custom field
8. Click the profile that RevSure Integration email belongs to and click the save button
A RevSure engineer walks your exact setup on a 30-minute working session.