⚙️Enable API Access in Salesforce
API access needs to be enabled in Salesforce for the user connecting Stacksync to its Salesforce instance.
Follow the steps below to:
- Enable API access in Salesforce by Profile
- Enable API access in Salesforce by Permission Set
Enable API access in Salesforce by Profile
1. Click the Gear icon and click Setup.
2. Type profiles into the Quick Find box and select Profiles.
3. Click Edit against the Profile you wish to enable API access for.
4. Scroll down to Administrative Permissions and check the API Enabled box and click Save.
The API in Salesforce is now enabled for the modified profile. All users with this profile now have API enabled permissions.
Optional: If your sync includes the ContentDocumentLink object (used for Salesforce Files / attachments), also enable the Query All Files permission in the same permission set. This only works for custom profiles, salesforce standard profiles do not allow you to turn enable this permission.
5. In your custom profile scroll down to Administrative Permissions section and enable Query all data
Learn more in this Salesforce documentation.