Components installed with CRM Touchpoints

  • Release version: Australia
  • Updated July 21, 2026
  • 1 minute to read

    • Several types of components are installed with activation of the CRM Touchpoints plugin, including tables and user roles.

    Roles installed

    Role title [name] Description Contains roles

    CRM touchpoint admin

    [sn_crm_touchpoint.admin]

    		 Allows users with write permission on the associated entity to create, read, update, and delete CRM touchpoint records.

    sn_crm_touchpoint.touchpoint_writer

    CRM touchpoint writer

    [sn_crm_touchpoint.touchpoint_writer]

    		 Allows users with write permission on the associated entity to create and update CRM touchpoint records.

    sn_crm_touchpoint.touchpoint_reader

    CRM touchpoint reader

    [sn_crm_touchpoint.touchpoint_reader]

    Allows users with read permission on the associated entity to view CRM touchpoint records.

    		 None

    CRM touchpoint responsibility write granular

    [sn_crm_touchpoint.touchpoint_responsibility_write_granular]

    		 Provides granular write access to touchpoints through the responsibility framework. Access is scoped per record rather than granting blanket write access to all CRM touchpoint records.

    sn_crm_touchpoint.touchpoint_responsibility_read_granular

    CRM touchpoint responsibility read granular

    [sn_crm_touchpoint.touchpoint_responsibility_read_granular]

    		 Provides granular read access to touchpoints through the responsibility framework. Access is scoped per record rather than granting blanket read access to all CRM touchpoint records.

    None

    Tables installed

    Table Description

    CRM Touchpoint

    [sn_crm_touchpoint_touchpoint]

    Stores touchpoint records that track customer engagement activities across the sales and service life cycle.

    The CRM Touchpoint [sn_crm_touchpoint_touchpoint] table extends the Case [case] table.