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Install Wizard Home
Salesforce Integration
Salesforce Integration
Overview
Best Practices and Recommendations
Option 1 - System Administrator Profile
Option 2 - Custom Profile
Option 3 - Standard Profile
Connect Salesforce and People.ai
Option 1 - System Administrator Profile
This standard profile will come with the highest level of administrative privileges by default. This includes View All Data, API Enabled, and View All Users
If your organization is comfortable with granting these privileges, you’re good to go!
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