Salesforce Integration: Client User Access Without Billing Info

Setting up a salesforce integration for a client; Client needs access to the instance but we are handling billing , is it possible to add client users, allow them to have access to add more users on thier team , but not have access to billing information?

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Yes, you can manage client access while restricting billing information. When connecting Clay to Salesforce, you can create a specific permission set that limits the OAuth user's access to sensitive fields.Once you connect your Salesforce account to Clay and add a key, other members in your workspace will be able to access the account associated with that specific key.To set this up properly:1. Create a permission set in Salesforce that excludes billing-related fields and objects 2. Assign this permission set to the OAuth user connecting Clay 3. Your clients will then only have access to the objects and fields defined in that permission set Sources: Salesforce [Clay 101] - Clay University FAQ: What permissions and scope do I need for the Salesforce enrichment?
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Hi Frank F.! This thread was recently closed by our Support team. If you have a moment, please share your feedback:
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Thank you so much for sharing your feedback Frank F.!