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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
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.
Step 2
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