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Salesforce Configuration Guide

Giving Permissions to Users

Configure Salesforce to give the necessary permissions to your Salesforce users for API access. API Only Users require specific configuration to access objects.

Steps:

  1. Log in to Salesforce:

    • Log in to your Salesforce account using your credentials.

  2. Navigate to Permission Sets:

    • Click on the settings icon near the profile picture in the top right corner.
    • Select "Setup" from the dropdown menu.
    • In the search box, type "Permission Sets" and select it.

  3. Create a New Permission Set:

    • Click the "New" button.
    • Fill in the required details:
      • Label: Give your permissions set a unique name.
      • API Name: This will be auto-filled based on the label.
      • Description: You can fill in the description.
    • Click on Save button

Step 4: Configure Object Settings

  1. Navigate to the Permission Set Page

    • After creating your new permission set, go to the permission set details page.

  2. Access Object Settings

    • Under the Apps section, click on Object Settings.
    • You need to give permissions to Accounts, Contacts, Tasks, Users, and any other objects you want to access.

    For Accounts

    1. Click on Accounts
    2. Click the Edit button.
      • Object Permissions: Check the Read and View All checkboxes.
    3. Click the Save button.

    For Contacts

    1. Click on Contacts
    2. Click the Edit button.
      • Object Permissions: Check the Read and View All checkboxes.
    3. Click the Save button.

    For Tasks

    1. Click on Tasks
    2. Click the Edit button.
      • Object Permissions: Check the Read and View All checkboxes.
    3. Click the Save button.

  3. Configure System Permissions:

    • Under System, of the newly created permission set page, click on System Permsissions
    • Click on Edit button
      • Edit Tasks: Check the checkbox
      • View All Data: Check the checkbox
    • Click on Save button

  4. Assign permission to Users:

    • Click on the permission set you created
    • Click on Manage Assignments button
    • Click on Add Assignments button
    • Select the users you want to give permissions to
    • Click on Next button

Add API only Users

You can add upto 5 API only users in your salesforce account. You can use these users to access the salesforce API. You can add these users by following the below steps:

  1. Log in to Salesforce: Log in to your Salesforce account using your credentials.

  2. Navigate to Users:

    • Click on the settings icon near the profile picture in the top right corner.
    • Select "Setup" from the dropdown menu.
    • In the search box, type "Users" and select it.

  3. Create a New User:

    • Click the "New User" button.
    • Fill in the required details:
      • First Name: Give your user a first name.
      • Last Name: Give your user a last name.
      • Email: Give your user an email address.
      • Username: Give your user a unique username.
      • Alias: Give your user an alias.
      • Role: Select a role for your user. You can leave it as None specified.
      • Profile: Select a profile for your user. You can select Salesforce API Only System Integrations.
      • User License: Select "Salesforce Integration".
    • Click on Save button

  4. Give Permission Set License Assignments

    • Click on the user you created
    • Click on Permission Set License Assignments
    • Click on Edit Assignments button
    • Enable the "Salesforce API Integration"
    • Click on Save button