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By default, ShiftUp has minimal access to your CRM organization context, which limits its ability to gain a deeper understanding of your existing customers, interactions, and deployed solutions. CRM Context providers enable ShiftUp to retrieve additional context about the Accounts being analyzed and use it to create more accurate account- and sales-strategy intelligence.
1

Navigate to App Settings

Go to ShiftUp Admin > Advanced > App Settings
2

Enable CRM Context

Enable the toggle under CRM Context for Seller Profiles
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Once this setting has been enabled, you can go back to your Seller Profile, and a new section called CRM Context Providers will be available. Click Edit to one or more context providers you would like to enable.
To learn more about the data each provider shares with ShiftUp, hover over the info action for each provider.
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Context Provider Permissions

Context providers are executed with the permissions of the configured Integration User for ShiftUp. So ShiftUp can only read fields for objects, fields, and records that the integration user has read access to. To enable additional access to objects and fields, go to the permission set assigned to the integration user where standard permissions have been granted and extend permissions as needed. We strongly recommend avoiding giving access to all fields; only select the fields that will contribute meaningful context.

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Context Provider Field Constraints

The following fields are ignored by context providers:
  • Encrypted fields
  • Lookup fields to custom objects
  • Long Text Area fields
  • Data Category Group Reference fields
  • Deprecated/hidden fields
  • Custom fields whose namespace prefix has been excluded from the GS_App_Setting.Excluded_Context_Namespaces custom metadata type.
If your Salesforce Organization has a managed package that requires assigning licenses to your users and this package adds fields to your standard objects, you must either assign a license to the ShiftUp integration user or exclude these packages from the ShiftUp context provider. To add a license to the designated ShiftUp integration User
1

Navigate to Installed Packages

Go to Setup > Apps > Packaging > Installed Packages
2

Manage Licenses

Click Manage Licenses on the package that requires user licenses
3

Assign License

Ensure the ShiftUp Integration user has a license assigned to the Package
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Or click the Add User button and add the user, and save.
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Exclude the package namespace for context providers If you do not want to assign a package license to the integration user, we need to exclude these package namespaces from the ShiftUp context providers by adding them to a list of excluded namespaces. To do this, perform the following steps:
1

Navigate to Custom Metadata Types

Go to Setup > Custom Code > Custom Metadata Types
2

Manage Records

Click Manage Records next to ShiftUp App Setting
3

Exclude Context Namespaces

Click Edit on the “Excluded Context Namespaces” settingAdd the list of licensed namespaces you would like to exclude and save
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