Click's CRM Security Requirements

This article outlines how Click's CRM, Sales Engagement, and Marketing Automation use entities and the security requirements for ongoing use.

Entities and Actions

The Click Marketing Automation service tracks web visitor information and copies it into your system. Doing so requires continuous access to the CRM application. Click utilizes a designated CRM User known as the ClickDimensions Service User to facilitate communication with your environment.

Click can make use of an Application User Authentication to communicate with your environment. Application User Authentication provides a way to create a license free method for services to integrate with dataverse. For details regarding Application Users, please see this Microsoft Application User article. You can also read more about the additional benefits in our Application User article.

The operations that are made by the service are:

1. Retrieving and Updating Contact records: visitors which are identified by the service as contact records are synchronized into the identified contacts. Contacts information is also used for merging with email template during email send.
   
   
2. Retrieving and Updating Account records: Click retrieves account information in order to map web site form data to account records. Accounts information is also used for merging with email template during email send.
   
   
3. Retrieving, Creating and Updating Click custom entities: the list of Click custom entities currently includes:
   
   
   • Anonymous Visitor
   • IP Organization
   • Visit
   • Page View
   • Posted Form
   • Posted Field
   • Domain
   • Filter
   • Form Field
   • Option Mapping
   • Profile
   • Setting
   • Email Send
   • Sent Email
   • Email Event
   • Unsubscribe
   • Execute Send
   • Email Template
   • Excluded Email
   • Send ClickDimensions Email
   • Posted Subscription
   • Posted Survey
   • Subscription List
   • Subscription Preference
   • Survey Answer
   • Survey Question
   • Web Content
   • Category
   • Campaign Automation
   • ClickDimensions Import
   • Event
   • Event Participations
   • Nurture Program
   • Bulk Text Message
   • Score Models
   • Scores
     
     
4. Retrieve Metadata: Click service queries the metadata for mapping, display and sync purposes.
   
   
5. Opportunities, Email Activity, Campaign Response, Campaign and Campaign Lists: These CRM entities are retrieved for display purposes in the Profile Page and while sending emails.
   
   
6. Campaign entity: retrieved for the purpose of associating with Click records.
   
   
7. System User entity: The CRM user entity is retrieved for authentication purposes and while sending emails.

Record Ownership

All records created via the Click service will be owned by the user that is set as your Service User. After creation, you can re-assign these records to different users, if necessary.