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When you have created your users, you must assign appropriate permissions. For informaiton information about these settings, see 911475798the Permissions sets (all users) section later in this page. You must also perform some additional tasks for agents and apply additional settings to the API user. For more information, see 911475798 and 911475798see the Additional steps (agents only) and Additional settings (API user only) sections later in this page.
Permission sets (all users)
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Your API user also requires:
A Salesforce license
Note We do not recommend that your agent uses a Salesforce Platform license. Some features may not work with this license.
- Unrestricted login hours
- Unrestricted IP addresses
- The following permissions:
- The Edit Tasks permission.
- If you need to query users, your API user needs the View All Users permission.
- If your org uses a Private sharing model, your API user needs the View All Data permission.
- If you use the Data Connector applet to insert records in Salesforce, your API user needs the Modify All Data permission.
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