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How To Enable API Access in Salesforce for the Referral Factory Integration
How To Enable API Access in Salesforce for the Referral Factory Integration

If you're unable to connect your Salesforce account to Referral Factory, you may need to enable API access in your Salesforce settings.

Updated over 3 months ago

Why Does Referral Factory Need API Access to Connect with Salesforce?

When two software platforms need to work together and share information, they often rely on a technology called APIs (Application Programming Interfaces). Think of APIs as a way for software programs to talk to each other and exchange data.

Enabling API access in Salesforce means that Referral Factory can connect and communicate with Salesforce using these APIs. It's like giving permission for them to interact and share information seamlessly.

Who Can Enable API Access in Salesforce?

Only a Salesforce Administrator can change the Profile and Permission Sets.

How To Enable API Access in Salesforce by Profile

→ Click the gear icon and then click Setup.

→ From the Quick Find box, search and select Profiles.

→ Click Edit next to the Profile you wish to enable API access for.

→ Scroll down to Administrative Permissions and check the API Enabled box and click Save.

How To Enable API Access in Salesforce by Permission Set

→ From the Quick Find box, search and select Permission Sets.

→ Click on the Permission Set you wish to enable API access for.

→ Scroll down to System and click System Permissions.

→ Click Edit

→ Check the API Enabled box and click Save.

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