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Creating a salesforce user for API use

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  • Creating a salesforce user for API use

    I've got my admin ID set up as the connection to salesforce, I want to create a dedicated user for C&P as well as a few other API apps like Formassembly. Are there documented settings for this type of thing or is it just an admin with API only selected?

    Thanks!

  • #2
    Good day!

    I am not sure what permissions Form Assembly requires but C&P requires full admin rights since it has to create/ update / delete items in many objects and needs to have access to all objects.

    Please let us know if we can be of any further assistance.
    Regards,
    Click & Pledge Support Department

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/

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