Creating a Bizible Profile

Learn how to create a Bizible profile. Creating a Bizible profile ensures we won’t run into validation errors when pushing data to your CRM.

  1. Create a specific Bizible profile:

    • Assign the Bizible Administrator Permission Set
    • Enable the permission to View and Edit Converted Leads
    NOTE

    This profile can be a clone of a System Admin profile

  2. Created a dedicated Bizible user:

    • Assign the new Bizible Profile to that User
    • Enable “Marketing User” as a user level permission
  3. Exclude this Profile from all triggers, workflows, and processes.

  4. Log-in to your Bizible Account and re-authorize the Salesforce connection with the new user:

    • Go to apps.bizible.com and log-in with the new user production Salesforce credentials
    • Select “Settings” within the “My Account” drop-down
    • Select “Connections” within the “Integrations” grouping
    • Click the Key Icon to the right of the current connected Salesforce connection and select to Re-authorize with Production. Then log-in with the new user credentials again if prompted

    Done!

    If you have any questions around creating a dedicated Bizible profile, please reach out to your success manager or support@bizible.com.

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