Components installed with CRM Touchpoints

  • Release version: Australia
  • Updated March 12, 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

    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.