⚙️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
Enable API Access in Salesforce by Permission Set
1. Click the Gear icon and click Setup.
2. Type permission into the Quick Find box and select Permission Sets.
3. Select the Permission Set you wish to enable API access for. (Or click "NEW" if you want to create a new one).
4. Scroll down to System and click System Permissions.
5. Click Edit
6. Check the API Enabled box and then scroll up and click Save.
The permission set now has the API Enabled permission. The permission set should be applied to the user connecting Salesforce to Stacksync.
Select the permission set and click Manage Assignments and then Add Assignments.
Select the check boxes next the names of the users you want assigned to the permission set, and click Assign.
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.
8. Switch the permission set overview to App Permissions
Click Edit
Scroll down to the Content section and enable Query All FIles and then scroll up and click Save.
Learn more in this Salesforce documentation.
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