Salesforce x BrandBastion integration is coming soon
Who can set up the Salesforce integration?
Only users with the right account-level access can connect Salesforce to BrandBastion.
Account Admins can set it up.
Users with Edit Profiles & Permissions can also set it up.
Everyone else can use the integration once it’s connected, but cannot connect or re-auth it.
🚨 Alert
If you don’t see the Salesforce connection option, you don’t have the required permissions in BrandBastion.
When BrandBastion creates a Case or a Conact, who shows as the owner or creator in Salesforce?
Salesforce will attribute created records to the Salesforce user who connected the integration.
That means:
The connected Salesforce user is typically the default owner/creator for Cases, Contacts, and Leads created via BrandBastion.
This is not automatically the BrandBastion agent who clicked the button or triggered the workflow.
Why am I seeing errors when searching for or creating Salesforce records in BrandBastion?
In most cases, errors happen because the connected Salesforce account is missing permissions.
Check with your Salesforce Admin to confirm the connected user can:
View Contacts, Leads, and Cases
Create Contacts, Leads, and Cases
Edit Contacts, Leads, and Cases (if your team updates fields from BrandBastion)
I have the right Salesforce permissions, but I’m still seeing errors. What else could block it?
If permissions look correct and errors persist, your Salesforce environment may have restrictions that block third-party tools.
Common causes:
Validation rules on Cases, Contacts, or Leads that reject records unless specific fields are populated or formatted
Custom required fields not being provided by the integration
Security controls that block external connections (for example, network restrictions or firewall/IP allowlists)
📌 Note
These issues typically require a Salesforce Admin to review Salesforce setup, validation logic, and any network access policies.