Create an Integration User

An API Integration user must be created in Salesforce. This user will be the main authentication method for the Import and Export of data and also for Rest API-based app integration with Salesforce.

The API Integration user needs to be created with a profile that allows it sufficient access.

Option 1: System Admin - This is the most efficient option.

• License: Salesforce Platform/Standard User
• Profile: System administration

Option 2: Custom Profile

• License: Salesforce Platform/Standard User
• Profile: API Only or Custom profile
• Profile access: Provide access to fields either manually or through a permission set, as detailed below
  • Manual Access to Objects and Fields - See complete list of objects, fields, and access type required
  • Assign Permission Sets to users (Available from Motion package V2.177):
    • Fullcast Import permissions: View All access (objects listed under Import)
    • Fullcast Export permissions: Modify All access (objects listed under Export)
    • Fullcast Motion permissions: Modify All access to all Fullcast objects and fields

Note: Currently the integration authentication is not available within Fullcast. If API user access cannot be managed by Fullcast, the business partner will assist in setting up the integration.