Summary
In any environment, the visibility of the Connect and Settings buttons for the Salesforce (CRM) integration is role‑based. If you can’t access Salesforce settings, check your role against the rules below.
Note: These rules apply only to the CRM (Salesforce) integration and do not imply the same behavior for other integrations.
Expected Button Visibility (Sandbox)
| Role | Connect | Settings | Notes |
|---|---|---|---|
| CSP User | ✅ Visible | ✅ Visible | Can initiate connection flow and view/edit configuration as permitted. |
| Read‑Only User | ❌ Hidden | ❌ Hidden | No access to connect or settings in sandbox. |
| Admin User | ❌ Hidden | ✅ Visible | Can view/edit configuration; connection initiation is restricted. |
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