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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
Step 1: Create a New Permission Set
Step 2: Edit System Permissions
Step 3: Assign Permission Set to People.ai Integration User
Connect Salesforce and People.ai
Option 3 - Standard Profile
This option will offer the least amount of flexibility for the designated integration user; this option will require adding the necessary permissions via the Permission set and assigning it to your user.
Step 1
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