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Integrations & ActionsCreating a Salesforce Integration User (API-only User)

Integrations & Actions

Creating a Salesforce Integration User (API-only User)

  1. Access Users in Setup
    In Salesforce Setup, search for Users in the Quick Find box, then select Users.

  2. Create a New User
    Click New User.

  3. Complete the New User Form

    • Select the Salesforce Integration user license.

    • Choose the Salesforce API Only System Integrations profile.

  4. Assign the Permission Set License
    Assign the user the Salesforce API Integration permission set license.

  5. Create a Permission Set
    Create a custom permission set with the necessary object permissions.

  6. Permission Set Assignments
    Assign this permission set to the user.

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