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Best Practices for Bizible Connected User Permissions

By November 13, 2023March 27th, 2026No Comments

Here are the permissions required to ensure that the Marketo Measure/Bizible-connected user has the correct permissions in SFDC to read and write data successfully. These steps assume that the Marketo Measure SFDC package has already been installed in your instance. 

  • (Recommended) Create a new, unique user license for the Marketo Measure-connected user. If you don’t create a unique/new user, you can use an existing integrations user or a Salesforce Administrator license. 

NOTE: This must be a standard user, not a Salesforce Platform Integration/System User. This is because Salesforce doesn’t allow System Users to access the View/Edit Converted Leads checkbox. 

  • Ensure the connected user has the following permission sets enabled 
    • Bizible Administrator
    • View and Edit Converted Leads 
  • “Marketing User” Checkbox is checked 
  • Ensure that this user is exempt from any custom validation rules
  • (NEW – 2025): Grant connected user the ‘Approve Uninstalled Connected Apps’ permission

While the above permission sets should automatically cover this, Bizible’s connected user needs the following access levels for each field on the Standard SFDC Objects listed below. 

Note: Custom fields will also need read permissions if they are to be included in the Marketo Measure configuration (custom stages, segmentation, etc.).

Lead Object:

Field Standard/Custom Read Write
Id Standard x
Email Standard x
Status Standard x
CreatedDate Standard x
LastModifiedDate Standard x
ConvertedDate Standard x
ConvertedContactId Standard x
ConvertedOpportunityId Standard x
IsConverted Standard x
IsDeleted Standard x
Website Standard x
Company Standard x
bizible2__Account__c Custom x x
bizible2__Ad_Campaign_FT__c Custom x x
bizible2__Ad_Campaign_LC__c Custom x x
bizible2__Landing_Page_FT__c Custom x x
bizible2__Landing_Page_LC__c Custom x x
bizible2__Marketing_Channel_FT__c Custom x x
bizible2__Marketing_Channel_LC__c Custom x x
bizible2__Touchpoint_Date_FT__c Custom x x
bizible2__Touchpoint_Date_LC__c Custom x x
bizible2__Touchpoint_Source_FT__c Custom x x
bizible2__Touchpoint_Source_LC__c Custom x x

 

Contact Object:

Field Standard/Custom Read Write
Account Standard x
Id Standard x
Email Standard x
CreatedDate Standard x
LastModifiedDate Standard x
ConvertedDate Standard x
IsDeleted Standard x
bizible2__Ad_Campaign_FT__c Custom x x
bizible2__Ad_Campaign_LC__c Custom x x
bizible2__Landing_Page_FT__c Custom x x
bizible2__Landing_Page_LC__c Custom x x
bizible2__Marketing_Channel_FT__c Custom x x
bizible2__Marketing_Channel_LC__c Custom x x
bizible2__Touchpoint_Date_FT__c Custom x x
bizible2__Touchpoint_Date_LC__c Custom x x
bizible2__Touchpoint_Source_FT__c Custom x x
bizible2__Touchpoint_Source_LC__c Custom x x

 

Case Object: 

Field Standard/Custom Read Write
Id Standard x
CreatedDate Standard x
LastModifiedDate Standard x
SuppliedEmail Standard x
IsDeleted Standard x
bizible2__Ad_Campaign_FT__c Custom x x
bizible2__Ad_Campaign_LC__c Custom x x
bizible2__Landing_Page_FT__c Custom x x
bizible2__Landing_Page_LC__c Custom x x
bizible2__Marketing_Channel_FT__c Custom x x
bizible2__Marketing_Channel_LC__c Custom x x
bizible2__Touchpoint_Date_FT__c Custom x x
bizible2__Touchpoint_Date_LC__c Custom x x
bizible2__Touchpoint_Source_FT__c Custom x x
bizible2__Touchpoint_Source_LC__c Custom x x

 

Account Object: 

Field Standard/Custom Read Write
Id Standard x
Website Standard x
LastModifiedDate Standard x
IsDeleted Standard x
bizible2__Engagement_Score__c Custom x x

 

Opportunity Object: 

Field Standard/Custom Read Write
Account Standard x
Id Standard x
CreatedDate Standard x
LastModifiedDate Standard x
IsWon Standard x
IsClosed Standard x
IsDeleted Standard x
CloseDate Standard x
StageName Standard x
Amount Standard x
bizible2__Bizible_Opportunity_Amount__c Custom x x

 

Campaign Object:

Note: The connected user MUST have CRED (Create, Read, Edit, Delete) permissions on the Campaign Object for data to be created accurately.

Field Standard/Custom Read Write
Id Standard x
Active Standard x
Actual Cost Standard x
Campaign Currency Standard x
Campaign Member Type Standard x
Campaign Name Standard x
Campaign Owner Standard x
Campaign Record Type Standard x
Campaign Stage Standard x
Created By Standard x
Description Standard x
End Date Standard x
Last Modified By Standard x
Start Date Standard x
Status Standard x
Type Standard x

 

Campaign Member Object: 

Field Standard/Custom Read Write
Id Standard x
CreatedDate Standard x
LastModifiedDate Standard x
IsDeleted Standard x
FirstRespondedDate Standard x
HasResponded Standard x
ContactId Standard x
LeadId Standard x
IsConverted Standard x
CampaignId Standard x
bizible2__Bizible_Touchpoint_Date__c Custom x x
bizible2__Touchpoint_Status_Date__c Custom x x
bizible2__Touchpont_Status_Contact__c Custom x x
bizible2__Touchpont_Status_Lead__c Custom x x

 

(Tier 2 or 3 only) Task Object:

Field Standard/Custom Read Write
Id Standard x
CreatedDate Standard x
LastModifiedDate Standard x
IsDeleted Standard x
AssignedTo Standard x
Call Result Standard x
Call Type Standard x
Email Standard x
Status Standard x
Type Standard x
Subject Standard x
Date Standard x
bizible2_Bizible_Id__c Custom x x
bizible2_Bizible_Touchpoint_Date__c Custom x x

 

(Tier 2 or 3 only) Event Object:

 

Field Standard/Custom Read Write
Id Standard x
CreatedDate Standard x
LastModifiedDate Standard x
IsDeleted Standard x
AssignedTo Standard x
Date Standard x
Email Standard x
Type Standard x
Subject Standard x
bizible2_Bizible_Id__c Custom x x
bizible2_Bizible_Touchpoint_Date__c Custom x x

 

In addition to creating custom fields on SFDC standard objects, several custom objects are created. Below is a list of those custom objects, along with a list of the fields we will write data to

Buyer Touchpoint Object: (Marketo Measure Custom Object to encapsulate the marketing interactions for Contacts, Leads, and Cases) 

Field Standard/Custom Read Write
bizible2__Bizible_Person__c Custom x x
bizible2__SF_Campaign__c Custom x x
bizible2__UniqueId__c Custom x x
bizible2__Marketing_Channel__c Custom x x
bizible2__Marketing_Channel_Path__c Custom x x
bizible2__Touchpoint_Type__c Custom x x
bizible2__Ad_Id__c Custom x x
bizible2__Ad_Content__c Custom x x
bizible2__Ad_Group_Id__c Custom x x
bizible2__Ad_Group_Name__c Custom x x
bizible2__Ad_Campaign_Name__c Custom x x
bizible2__Ad_Campaign_Id__c Custom x x
bizible2__Placement_Id__c Custom x x
bizible2__Placement_Name__c Custom x x
bizible2__Site_Id__c Custom x x
bizible2__Site_Name__c Custom x x
bizible2__Form_URL__c Custom x x
bizible2__Form_URL_Raw__c Custom x x
bizible2__Platform__c Custom x x
bizible2__Browser__c Custom x x
bizible2__Geo_City__c Custom x x
bizible2__Geo_Country__c Custom x x
bizible2__Geo_Region__c Custom x x
bizible2__Keyword_Id__c Custom x x
bizible2__Keyword_MatchType__c Custom x x
bizible2__Touchpoint_Position__c Custom x x
bizible2__Keyword_Text__c Custom x x
bizible2__Landing_Page__c Custom x x
bizible2__Landing_Page_Raw__c Custom x x
bizible2__Medium__c Custom x x
bizible2__Referrer_Page__c Custom x x
bizible2__Referrer_Page_Raw__c Custom x x
bizible2__Search_Phrase__c Custom x x
bizible2__Touchpoint_Date__c Custom x x
bizible2__Touchpoint_Source__c Custom x x
bizible2__Segment__c Custom x x
bizible2__Count_First_Touch__c Custom x x
bizible2__Count_Lead_Creation_Touch__c Custom x x
bizible2__Count_U_Shaped__c Custom x x
bizible2__Ad_Destination_URL__c Custom x x
bizible2__Case__c Custom x x
bizible2__Contact__c Custom x x

 

Buyer Attribution Touchpoint Object: (Marketo Measure Custom Object to encapsulate marketing’s influence on Opportunities) 

Field Standard/Custom Read Write
bizible2__SF_Campaign__c Custom x x
bizible2__UniqueId__c Custom x x
bizible2__Marketing_Channel__c Custom x x
bizible2__Marketing_Channel_Path__c Custom x x
bizible2__Touchpoint_Type__c Custom x x
bizible2__Ad_Id__c Custom x x
bizible2__Ad_Content__c Custom x x
bizible2__Ad_Group_Id__c Custom x x
bizible2__Ad_Group_Name__c Custom x x
bizible2__Ad_Campaign_Name__c Custom x x
bizible2__Ad_Campaign_Id__c Custom x x
bizible2__Placement_Id__c Custom x x
bizible2__Placement_Name__c Custom x x
bizible2__Site_Id__c Custom x x
bizible2__Site_Name__c Custom x x
bizible2__Form_URL__c Custom x x
bizible2__Form_URL_Raw__c Custom x x
bizible2__Platform__c Custom x x
bizible2__Browser__c Custom x x
bizible2__Geo_City__c Custom x x
bizible2__Geo_Country__c Custom x x
bizible2__Geo_Region__c Custom x x
bizible2__Keyword_Id__c Custom x x
bizible2__Keyword_MatchType__c Custom x x
bizible2__Touchpoint_Position__c Custom x x
bizible2__Keyword_Text__c Custom x x
bizible2__Landing_Page__c Custom x x
bizible2__Landing_Page_Raw__c Custom x x
bizible2__Medium__c Custom x x
bizible2__Referrer_Page__c Custom x x
bizible2__Referrer_Page_Raw__c Custom x x
bizible2__Search_Phrase__c Custom x x
bizible2__Touchpoint_Date__c Custom x x
bizible2__Touchpoint_Source__c Custom x x
bizible2__Segment__c Custom x x
bizible2__Count_First_Touch__c Custom x x
bizible2__Count_Lead_Creation_Touch__c Custom x x
bizible2__Count_U_Shaped__c Custom x x
bizible2__Count_W_Shaped__c Custom x x
bizible2__Count_Custom_Model__c Custom x x
bizible2__Count_Custom_Model_2__c Custom x x
bizible2__Ad_Destination_URL__c Custom x x
bizible2__Case__c Custom x x
bizible2__Contact__c Custom x x
bizible2__Segment__c Custom x x
bizible2__Attribution_First_Touch__c Custom x x
bizible2__Attribution_Lead_Conversion_Touch__c Custom x x
bizible2__Attribution_U_Shaped__c Custom x x
bizible2__Attribution_W_Shaped__c Custom x x
bizible2__Attribution_Custom_Model__c Custom x x
bizible2__Attribution_Custom_Model_2__c Custom x x
bizible2__Revenue_First_Touch__c Custom x x
bizible2__Revenue_Lead_Conversion_Touch__c Custom x x
bizible2__Revenue_U_Shaped__c Custom x x
bizible2__Revenue_W_Shaped__c Custom x x
bizible2__Revenue_Custom_Model__c Custom x x
bizible2__Revenue_Custom_Model_2__c Custom x x

Marketo Measure (Bizible) Person: This custom object serves as a lookup between the lead and contact objects, allowing your marketing team to report on activities for both in the same report.

Field Standard/Custom Read Write
bizible2__UniqueId__c Custom x x
bizible2__Lead__c Custom x x
bizible2__Contact__c Custom x x
bizible2__Case__c Custom x x

 

Ensuring your Bizible connected user has the right permissions isn’t just a technical step, it’s foundational to the accuracy and reliability of your entire attribution model. Without the proper access to read and write data across your CRM, you risk incomplete touchpoints, broken reporting, and ultimately, flawed insights into what’s actually driving revenue. And since tools like Marketo Measure are designed to show how marketing efforts influence pipeline and ROI, even small permission gaps can have a significant downstream impact.

If you want confidence in your attribution data and the decisions built on top of it, it starts with getting the fundamentals right.

If you’re unsure whether your instance is configured correctly or want a second set of eyes, Attributa can help you audit and optimize your setup so you capture the full picture.

👉 Book a consultation or learn more here: https://attributa.io/contact/