Configure Salesforce to give the necessary permissions to your Salesforce users for API access. API Only Users require specific configuration to access objects.
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Log in to Salesforce:
- Log in to your Salesforce account using your credentials.
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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.
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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
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Navigate to the Permission Set Page
- After creating your new permission set, go to the permission set details page.
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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.
- Click on Accounts
- Click the Edit button.
- Object Permissions: Check the Read and View All checkboxes.
- Click the Save button.
- Click on Contacts
- Click the Edit button.
- Object Permissions: Check the Read and View All checkboxes.
- Click the Save button.
- Click on Tasks
- Click the Edit button.
- Object Permissions: Check the Read and View All checkboxes.
- Click the Save button.
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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
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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
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:
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Log in to Salesforce: Log in to your Salesforce account using your credentials.
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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.
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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
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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