Install Wizard Home
Salesforce Integration

Step 1: Create a New Permission Set

1. From Setup, navigate to Manage Users and select Permission Sets.

2. Click New to create a new Permission Set.

3. Enter the name of the permission to be able to easily identify it. We recommend the label "People.ai Standard Permissions".

4. Select the Salesforce license type for the new permission set. 

5. Click Save.

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