Final answer:
The Salesforce permission sets required for the CRM Connector to enable bi-directional field syncs with SalesLoft include API access and read/write permissions for relevant standard and custom objects. A Salesforce administrator may need to create or adjust these permissions to ensure proper integration and data synchronization between the two platforms.
Step-by-step explanation:
To facilitate bi-directional field syncs between Salesforce and SalesLoft using the CRM Connector, specific Salesforce permission sets are required. The permissions needed typically involve allowing API access, read and write permissions to objects and fields that will be synchronized, and any custom permissions pertinent to their integration. The common sets include permissions for standard objects such as Leads, Contacts, and Opportunities, and perhaps custom objects depending on the organization's Salesforce implementation.
These permission sets ensure that the CRM Connector has the necessary access levels to both read from and write to the Salesforce database, thus maintaining the integrity and seamless operation of the sync process. It is important for the user to have the correct level of access, and it may be necessary for an administrator to create or adjust permission sets to achieve the desired functionality.
Configuring the correct permission sets is critical for ensuring that the integration between these two platforms works effectively. This allows users to leverage the full potential of their CRM and Sales Engagement platforms through accurate data transfers, real-time updates, and agile responsiveness to customer engagement metrics.