Troubleshooting Salesforce

In order to make sure you can connect your Salesforce account to your Referral Factory account, you need to enable API access in Salesforce. 

This requires Salesforce Administrator credentials because your Salesforce Administrator controls your Profile and Permission Sets. Below is a step-by-step guide to help you enable the correct access by Profile and 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.

 

 


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.

 
4. Scroll down to System and click System Permissions.

 

5. Click Edit

6. Check the API Enabled box and click Save.