Necessary Permissions for External Callouts (Slack\Teams\Verify URL\Webhooks)
To enable full functionality of Sweep features that rely on callouts and external authentication, specific Salesforce permissions are required for working with External Credential and User External Credential objects.
Required Permissions
Salesforce requires that users interacting with external systems via named credentials and external principals have the following permissions:
Access to External Credential Principal
This grants access to the external authentication configuration (principal) required for secure callouts.
Read Access to User External Credential Object
This enables users to reference the appropriate user-to-external-credential linkage Salesforce uses for authentication.
Provided by Sweep
These permissions are automatically granted through our managed permission sets:
Sweep MP User:
Includes access to the required External Credential Principal, specifically:
Sweep__Sweep_External_Credential-Sweep Credential.
Sweep Funnels User:
Grants access to the UserExternalCredential object.
Most Salesforce standard profiles already include this object permission, but we explicitly ensure it's available.
How to Enable
These permissions are bundled in the Sweep Funnels Permissions Group.
By assigning this permission set group to a user, you ensure they have all the necessary access for external integrations managed by Sweep.
Method 1: Assign via the User Record
Go to Setup in Salesforce.
In the Quick Find box, search for “Users”, then click Users.
Find and click the name of the user you want to assign permissions to.
Scroll to the Permission Set Assignments related list.
Click Edit Assignments.
In the Available Permission Sets / Permission Set Groups, select Sweep Funnels Permissions Group.
Click Add, then Save.
Method 2: Assign via the Permission Set Group Page (Multiple Users)
Go to Setup in Salesforce.
In the Quick Find box, search for “Permission Set Groups”, then click Permission Set Groups.
Click on Sweep Funnels Permissions Group.
Scroll down to the Manage Assignments section and click Manage Assignments.
Click Add Assignments.
Select one or more users from the list. You can filter or search to find specific users.
Click Next, then Assign, and finally Done.