8x8 for Salesforce Out of the Box Object Fields Used in Search

Updated: 01/08/2025

Question

What are the out of the box object fields used in Search in the 8x8 for Salesforce integration?

Applies To

  • 8x8 Contact Center
  • 8x8 for Salesforce

Answer

Object permissions need to be read for the following fields of the data dip will return an error. Permissions are defined on the Salesforce profile assigned to the Salesforce user. Below is the list of the permissions.

Account

  • Phone
  • Fax
  • Name

Case

  • CaseNumber
  • Contact.Phone
  • Contact.MobilePhone
  • Contact.HomePhone
  • Contact.AssistantPhone
  • Contact.Fax
  • Contact.Email

Contact

  • Name
  • MobilePhone
  • HomePhone
  • AssistantPhone
  • OtherPhone
  • Fax
  • Email
  • ID

Lead

  • phone
  • MobilePhone
  • Fax
  • Id
  • Email

Opportunity

  • name
  • Id
  • Account.phone

Additional Information

Click here to download a PDF version of the permissions sheet.