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Salesforce Integration User Licenses

What Exactly Are Salesforce Integration User Licenses And How Can They Be Used In SyncApps?

Hey there! Are you currently using the Salesforce Integration User License? Is that something you're familiar with?

Let’s tackle first what Salesforce Integration user licenses are.

In March 2023, Salesforce introduced Integration User Licenses to offer API access only for users who handle system-to-system integrations. This implies that users with this license type cannot access the organization directly or view Salesforce data in the user interface. They will only be able to interact with the organization via Salesforce APIs.

Have you ever wondered why assigning a Salesforce Integration user license is essential? Let's explore the benefits together!

Just wanted to remind you about a best practice when it comes to setting up integrations in Salesforce. To ensure that permissions are limited as much as possible, it's recommended to have one user per integration. By assigning the new Salesforce Integration user license, you can rest assured that the user will only have access to the data needed for that specific integration. 

But another benefit to having a dedicated user for each integration point is that it makes troubleshooting a breeze! Instead of figuring out which user caused an issue among multiple integrations, you can easily track down the problem to a specific user and integration. So, keep this in mind next time you're setting up an integration - it'll save you time and headaches in the long run!

Were you looking to know more about Integration user licenses? Want to explore the benefits they offer? Keep on reading to discover how these licenses can help you streamline your business operations and drive productivity!

Did you know that Integration user licenses can provide huge security benefits due to restricted access and trackability? And there's another great benefit to consider - the cost! 

Suppose you're using a Performance, Enterprise, or Unlimited edition org. In that case, you can get five Integration user licenses for free, and even in a Developer org, you can get one free license. And if you need more licenses, you can add them for a small monthly fee, which is much more cost-effective than assigning a full license. 

Want to know how to assign an Integration User License? I've got you covered. Keep on reading for some easy-to-follow steps!

If you're looking to assign Salesforce Integration licenses to your users, here's what you need to do. 

First, log into your Performance, Enterprise, Unlimited, or Developer edition org. Then, head to Service Setup and navigate to Settings > Company Settings > Company Information. From there, you can see how many licenses are available under User Licenses.

To assign the license to an existing user, go to Administration > Users > Users and click "Edit" next to the user you want to assign the license. You should see Salesforce Integration as an option under the User License field.

If you're creating a new user, follow the same Administration > Users > Users path and click "New User." You should see Salesforce Integration as an option for assignment on the User License field.

Once the license is assigned, you can add any additional permissions the user may need. With a Salesforce Integration user license assigned, the Salesforce API Only System Integrations profile and the Salesforce API Integration permission set become available for that user.

Are you looking to streamline your Salesforce integration user licenses? Well, you're in luck! Let me tell you how you can use it with SyncApps to simplify the process.

We've been getting a lot of support tickets from our users regarding the compatibility of SyncApps with the Salesforce Integration licenses. Our Platform Team took up the challenge and tested the new capabilities of these licenses.

Well, good news! You can use SyncApps with the Salesforce Integration licenses. 

However, there is a catch. Unlike the usual 'Modify All Data' and "Marketing User" permissions needed for SyncApps, a more detailed permission set is required for this license type.

We can use permission sets to give users the access they need since the Integration license profile can't be edited. 

Don't worry. This is actually a best practice, as Salesforce implementations are moving towards using permissions instead of profiles.

Moving forward, you must have at least the following permissions:

  • Modify Metadata Through Metadata API Functions
  • Marketing User

Let’s next cover the steps to get your new Salesforce Integration User License working with SyncApps. Let's walk through it together!

Ensure that you create a new Permission Set with the Salesforce API Integration License.

Create a new permission:

Edit the System Permission and enable Modify All Data and Waive Multi-Factor Authentication for Exempt Users:

Once done, assign the user the new Permission Set and Permission Set License.

Note: You're all set if the Permission set License was already set to Salesforce Integration API.

Then go back to the User and tap the Login to get the Salesforce Security Token.

You will then be directed to Salesforce Classic next; click My Settings on the right-side panel of your screen.

Search on the Quick Find Reset, then tap Reset my Security Token; this will email you the Security Token.

When you receive the Security Token email, copy and paste it into Step 1 of your Set Up. 

Once that's done, go back to Step 1 and select the Username and Password from the dropdown menu. Remember to enter the Authentication Endpoint URL too! 

Let us know if you need any help with that.

Need some help?

Check out the options below for contacting our support team and finding the answers you need to help you with your SyncApps integrations. 

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