Permissions Required for Salesforce API-Only Integration User

In this page we will describe all the necessary Salesforce permissions for the Salesforce Integration User using the Minimum Access - API Only Integrations profile.

Salesforce API Only Integration User

The Salesforce Integration User must have the following properties:

  • User license: Salesforce Integration

  • Profile: Minimum Access - API Only Integrations

  • Knowledge user: enabled

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Permission Set License Assignment for API Only Integration User

In the user’s page go to Permission Set License Assignments -> Edit Assignments, select the Salesforce API Integration option and save.

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Knowledge Access Permission Set for Integration User

Create a new Permission Set for Knowledge access for the Integration User in Salesforce setup.

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After saving, go to Object Setting in the permission set and find the Knowledge object (Knowledge__kav or similar).

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Enable the following permissions and save (make sure to select all the Object Permissions, enable Edit Access to all the fields and select record types if available).

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In the permission set overview go to “App permissions“.

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Enable the following permissions in the Knowledge Management section and save:

  • Archive Articles

  • Manage Articles

  • Publish Articles

  • View Archived Articles

  • View Draft Articles

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Assign Permission Sets to the Integration User

In the user’s page go to Permission Set Assignments -> Edit Assignments, add the permission set previously created and the K:B Integration User permission set (both are required) and save.

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