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Api Only User as Connected Salesforce User

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  • Api Only User as Connected Salesforce User

    Currently, my System Administrator user account is used as the "Connected Salesforce User" for our C&P integration. I will be leaving the organization shortly and would like to replace my user account with a special API User account we use for 3rd part integrations. However, whenever I go to the Sf Connection section on the C&P and select "verify" to make the change while logged in as the API User, I get an insufficient error message. Is there anything additional I should be doing in order to make this work?

  • #2
    Does the user you are trying to verify with have the right C&P permission sets (I usually give them the full set)? I believe they recommend they also be a System Admin account, or they will at least need permissions on all the objects outside of the app C&P touches.

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    • #3
      I think so- it has a View All and Modify All user profile in addition to having as three "All-Permissions" permission sets (IaaS, PaaS, and Event).

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      • #4
        Good day lamjus

        The connected user has to be an admin. It has to have lot more permission since it starts services, jobs, creates, updates, and deletes activities, contacts, opportunities, and account as well as all our custom objects.

        Is the new user a System Admin?
        Regards,
        Click & Pledge Support Department

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        • #5
          Hello- the new user is using a cloned System Admin profile.
          Last edited by lamjus; 07-26-2016, 04:46 PM. Reason: Typo

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          • #6
            Good day @lamjus,

            Would you please share the User name you are integrating with, so that we can have one of our developers to review it?

            Looking forward to hearing back from you.

            Thanks,
            Regards,
            Click & Pledge Support Department

            On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

            Join us @ the educational webinars: https://clickandpledge.com/webinars/
            Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
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            • #7
              Certainly- its name is API User: https://breakthroughcollaborative.my...05400000012BGk

              Thanks so much for your help.

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              • #8
                Good day @lamjus,

                Would you please now try to connect with above user? If you see any error, please share the complete error message.

                Please check and let us know if you find any issues.

                Thanks,
                Regards,
                Click & Pledge Support Department

                On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                Join us @ the educational webinars: https://clickandpledge.com/webinars/
                Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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                • #9
                  Thank you- I see that the two Events and PaaS apps are now visible. However, when I select Verify in the Remote Access Connection section the website, I still get the same insufficient privledges error in SFDC, attached. Click image for larger version

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                  Attached Files

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                  • #10
                    Good day @lamjus,

                    We reviewed and found that the user profile having lack of permissions. We recommend you to change the profile to System Administrator and try to connect it.

                    Please check and let us know if find any issues.

                    Thanks,
                    Regards,
                    Click & Pledge Support Department

                    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                    Join us @ the educational webinars: https://clickandpledge.com/webinars/
                    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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                    • #11
                      Thanks- I found the issue. I was logging into the API User account as an administrator. When I logged directly into the account from the login screen, everything worked fine. Thanks for all your help, everything is all set.

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