This article provides information about an Integration User and shares the best practices to create this user for InsideView Apex and Data Integrity.
Use of Integration User in InsideView Apex
An integration user is required for any organization to create a communication channel between InsideView Apex and its CRM. InsideView recommends you to create an API only integration user in your Salesforce CRM, which will be used across your organization to access InsideView Apex.
Use of Integration User in InsideView Data Integrity
An integration user is required for any organization to create a communication channel between InsideView Data Integrity and Salesforce CRM.
Important: InsideView recommends that you create an API only integration user in your Salesforce CRM, which will be used across your organization to access InsideView data. The API only integration user can be created and configured only by a Salesforce System Administrator and the integration user credentials will be used by all users in your organization. An Admin User can act as a substitute if your company does not want to create an API only Integration user.
Note: InsideView Data Integrity is supported only on Enterprise and Unlimited Editions of Salesforce CRM.
Best Practices to Create an Integration User
Follow these best practices:
- Create an integration user in your organization with Administrative permissions, solely for integration purposes.
- Make sure to select the API Enabled and API Only User checkboxes to allow an integration user to log in via API.
- A Salesforce API user must log in first for authentication.
For more information, read Salesforce’s online help documentation available here: https://help.salesforce.com/articleView?id=000176281&type=1.
- For the lead to account mappings and account hierarchies feature, you need to enable the Customize Application permission in the Salesforce user profile
- For the Salesforce User Profile, make sure the Run Flow permission is not overridden. To access and enable this permission:
- In the Classic edition, go to Setup > Workflow & Approvals > Flows > Security and check the Run Flow permission.
- In the Lightning edition, go to Setup > Workflow & Approvals > Flows > Edit Access and the check the Run Flow permission.
Set up an API Only profile
Create the API Only profile which will be set as the profile type of the integration user account.
|1||Go to setup||Go to Setup and select Profiles under Manage Users.
|2||Create a new profile||In the User Profiles list, click New.
|3||Clone existing profile||To clone an existing profile, you must have a full Salesforce license. For example, select a standard or read-only user for creating an API user profile.
Set the Profile Name to be "API Only" and click Save.
|4||Edit the profile||Once you save the new profile, an overview of the profile is displayed. Click Edit as illustrated below:
|5||Set the required permissions segment||Make sure that the Accounts object is set to Read, Create, Edit and View All permissions under the Standard Object Permissions.
Note: The Download AppExchange Package permission requires you to grant access to Edit HTML templates, Modify All Data, Customize Application, Manage User and Manage Letterheads permissions. When this permission is selected all required permissions are granted automatically.
|6||Check API only permission||(Optional) If you don't want the API Only user account to be allowed access to the Salesforce website dashboards, like typical Salesforce users, you can make sure the API Only User option is checked.
To enable access via an API, select the API Enabled checkbox in the Administrative Permissions region.
Note: The following fields will NOT be available in global field mapping but will be synced to CRM as hidden fields. All products including Data Integrity, Sales, and Target which push data to CRM should sync these fields.
Account and Lead Entity
Contact and Lead Entity
|7||Save||Scroll down and click Save.|
Create a user with 'API Only' profile
Once the API Only profile is set up, create a user with this profile.
|1||Go to users||In the API Only profile overview page, click View Users.
|2||Create a new user||In the User Profiles list, click New.
Click New User.
|3||Enter new user details||In the New User page, set the User License to Salesforce and the Profile as API Only, as illustrated below:
|4||Save||Scroll down and click Save.
Now you can use this newly created integration user - under the API Only profile - to initialize the connection between InsideView and Salesforce.