What permissions are required for Email Parsing in Salesforce?

To enable email parsing functionality in Salesforce with RChilli, please ensure the following permissions and settings are configured:

Step-by-Step Setup:

1. Log in to Salesforce.
   
   
2. Click the Gear icon and select Setup.

3. In the Quick Find box (left sidebar), search for Sites.

4. Scroll down and click on the Active Site Label.

5. Click Public Access Settings.

6. Select Enabled Apex Class Access.

7. Click Edit, then Add All Available Apex Classes. Save your changes.

8. Scroll down to Field-Level Security and open the object created for Resume Parsing (e.g., Contact).

9. Tick all checkboxes for mandatory Read & Edit access, then return to the profile page.

10. Search for Custom Field-Level Security and grant View permission for all these fields:

• • Achievement
  • Certification
  • Excluded Object
  • Experience
  • Publication
  • Qualification
  • RChilli Log
  • Recommendation
  • Skill

11. In the Standard Object Permissions section, verify that job-related objects (e.g., Accounts) and resume-related objects (e.g., Contacts) have Read and Create access. If not, click Edit to enable these permissions.

12. In the Custom Object Permissions section, ensure all RChilli custom objects listed above have Read and Create access enabled. Edit and save if needed.

Important: Ensure RChilli Logs have Read and Create permissions enabled. This is critical for capturing and updating email integration logs within the RChilli Logs section.

If you encounter issues or have further questions, please contact support@rchilli.com