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Salesforce API Integration User for C4SF

What this accomplishes:​

Salesforce leverages a user license type called "Salesforce API Only System Integrations". There are 5 seats available to each organization at no extra cost. This user has no permissions and is set to be more secure as it cannot access any UI interface within Salesforce. To read more about the API User License please visit the Salesforce Help Center article regarding the license.

Please Note:

This guide will walk you through permission set creation and configuration. The Classy for Salesforce team is not responsible for any permission set configuration or support. Please visit Salesforce Documentation for more information about permission sets.

This guide recommends view all/modify all permissions for the integration user to allow for seamless integration between Classy and Salesforce. Should you desire more granular permissions, you will have to configure permissions for all Standard and Custom objects that the integration user may view, modify, or create.

By continuing to read this guide, it assumes you are an administrator with knowledge of Salesforce, and are comfortable creating users and assigning permissions as needed.

Creating a User​

  1. Create/Ensure there is a Salesforce user with the Salesforce API Only System Integrations License.

integrationuser.png

Creating the Permission Set​

  1. Create a new Permission Set. (SF Setup - > Permission Sets - > Click New).

  2. Select Salesforce API Integration as the license type. permissioncreation.png

  3. Click Save.

  4. Select System Permissions.

  5. Click Edit.

  6. Check View All Data, Modify All Data, Manage Package Licenses, & Waive Multi-Factor Authentication for Exempt Users.

    info

    When selecting "View all" and "Modify all" permissions, other checkboxes will automatically be selected. Ensure you do not de-select them.

  7. Click Save.

Assign the Permission Set to the Integration User​

  1. Select the Permission Set created following the steps above.
  2. Select Manage Assignments.
  3. Select Add Assignment.
  4. Select the integration user.
  5. Click Next.
  6. Click Assign.

Connect your Classy org to Salesforce with the API Integration User:​