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Salesforce Integration

Step 3: Assign Permission Set to People.ai Integration User

1. From Setup, navigate to Manage Users popover and click on Users.

2. Select the People.ai integration user.

3. At the top of the page, select Permission Set Assignments.

4. Click Edit Assignments.

5. Select your newly created Permission Set from 'Available

Permission Sets' and click Add.
Note: If you do not see the new Permission Set in the list, then your integration user may not have the correct User License. Assign a Salesforce User License to the integration user, then return to this step.

6. Click Save.

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