1. NetSuite Connector
  2. Managing NCP Connectors
  3. Salesforce Connector
  4. Salesforce Connector Setup
  5. Salesforce Connector: Connection Prerequisites
  6. About the Salesforce Integration User

About the Salesforce Integration User

You need to create an integration user account in Salesforce which will be the dedicated account to use Salesforce Connector.

Important:

You need to enable OAuth Username-Password Flows in Salesforce. To do so, log in to Salesforce as an administrator and enable Allow OAuth Username-Password Flows by clicking the gear icon (Setup) > Identity > OAuth and OpenID Connect Settings.

Creating the Integration User in Salesforce

These instructions are provided here for your convenience. If you have more questions about creating a user in Salesforce, refer to the documentation provided by Salesforce at https://help.salesforce.com/.

To create the integration user in Salesforce:

  1. Log in to your Salesforce account.

  2. Create a new user.

    1. Go to Setup > Users > Users.

      The locations of Setup and the Setup Home menu in Salesforce.

    2. On the Setup Users page, click New User.

    3. Complete the General Information fields as needed.

    4. In User License, select Salesforce.

      New User page with appropriate selections.

    5. In Profile, select System Administrator.

    6. Click Save.

      Note:

      You will receive an email from Salesforce to verify the account and reset the password of the integration user you created. You will need the user name, password, and security token of the created integration user when creating the connection to Salesforce.

Resetting the Security Token of the Integration User in Salesforce

In some instances, you may need to reset the security token. The security token is linked to the email address and password of the integration user. You can do this either by resetting the security token on Salesforce or changing the password of the integration user. If you need to log in as the integration user, ensure that in Security > Login Access Policies that Administrators Can Log in as Any User is enabled in your Salesforce account.

To reset a security token for the integration user:

  1. Log in as the integration user.

    1. Go to Setup > Users > Users.

    2. Click Login under the Action column of the integration user.

    Login as the API-only user on the Salesforce Users page.

  2. Reset the security token. Go to Reset My Security Token in Profile > Settings. You can also use the Quick Find to go to Reset Security Token.

  3. Click Reset Security Token.

    The security token is sent to the registered email address.

Refer to the following topics in online Salesforce Help:

General Notices