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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 2: Edit System Permissions
1. Select the permission set you just created.
2. Scroll down to the System section and click on System Permissions.
3. On the System Permissions page click Edit.
4. Enable the Edit Events and Edit Tasks permissions.
5. Enable the API Enabled permission.
6. Scroll down further to the User section to enable View All Data and View All Users.
Step 3
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