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Your API user also requires:

  • A Salesforce Integration 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:
    • TheĀ 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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