For full Salesforce synchronization, the account owner should be a Salesforce Administrator. We would prefer to use less permissions if possible, but this is a limitation of Salesforce at present (the community have been waiting 8 years).

Specifically, the Modify All Data permission is needed.

Why does Jiminny need this?

Simply put, we sync various data between Salesforce for the purpose of providing the service. This includes:

  • Matching email addresses and phone numbers to your customers
    This allows us to automatically populate meeting details
  • Retrieving standard and custom field data
    This is used to enhance activity logging, as well as importing picklist values
  • Retrieving customer and opportunity/deal data
    We add this to playback and any shared activity to give it context

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