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      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. Here's how...

      In this guide 👇

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

      2. Who Can Enable API Access in Salesforce? 

      3. How To Enable API Access in Salesforce by Profile

      4. How To Enable API Access in Salesforce by Permission Set

      1. 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.

      2. Who Can Enable API Access in Salesforce? 

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

      3. How To Enable API Access in Salesforce by Profile

      → Click the gear icon and then click Setup.

      Screenshot showing How To Enable API Access in Salesforce by Profile .→ From the Quick Find box, search and select Profiles.

      screenshot showing you need From the Quick Find box, search and select Profiles.


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

      Screenshot showing that 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.

      Screenshot showing that you can check the API Enabled box and click Save.

       

      4. How To Enable API Access in Salesforce by Permission Set


      → Click the gear icon and then click Setup.

      Screenshot showing Set Up tab.

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

      Screenshot showing Set Up tab.

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

      Screenshot showing that you can Click on the Permission Set you wish to enable API access for.

       → Scroll down to System and click System Permissions. Screenshot showing how to use click System Permissions. 

      → Click Edit

      Screenshot showing how to use click System Permissions. 

      → Check the API Enabled box and click Save.

      Screenshot showing how to use and click save System Permissions.