Brainshark for Outlook Unexpected Error

When searching for a contact in the Brainshark for Outlook addin or plugin you may see an unexpected error if the Salesforce user does not have the necessary permission in Salesforce regarding the Objects below and the fields on the object.

 

Here are the fields that the Salesforce User needs to have Field Level Security setting set to Read.

The fields do not need to be on the page layout but the field level security must be set to Visible.

 

*Note: these are the minimum requirements

  • Opportunity(Id, Name, Type, Amount, StageName),
  • Account(Id, Name, Website, Phone, Industry, ParentId),
  • Lead(Id, Name, Email, Phone, Company, HasOptedOutOfEmail),
  • Contact(Id, Name, Email, Phone, Title, HasOptedOutOfEmail)
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