Components installed with CRM Touchpoints

reference australia Updated Sep 10, 2026 1 min read components-installed-crm-touchpoints.md
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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.

Parent Topic:Activity Management reference

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