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Checklist before installing a Salesforce integration

We recommend you to verify the following requirements before installing the Salesforce integration:

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1. Verify your Salesforce edition supports API access

Salesforce editions offer different levels of API access, which can affect Salesforce integrations in Ampersand. Before setting up your Salesforce integrations, you must confirm whether your specific Salesforce edition includes API access. Some editions include full API access by default, while others may offer limited access or require additional purchases. To evaluate if your Salesforce edition supports the necessary API access for this integration, please refer to Salesforce’s official documentation on API access by edition. If your Salesforce edition does not include the required API access, contact your Salesforce account representative to upgrade your edition.

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2. Configure token policy settings

Salesforce access tokens expire after a certain period. To ensure your integration continues working without interruption, you need to set your refresh token policy to Refresh token is valid until revoked. Here’s how to configure this setting in Salesforce:
  1. Log in to Salesforce.
  2. Go to Setup.
  3. In the Quick Find box, search for Connected Apps.
  4. Click on Manage Connected Apps.
  5. Find and click on the name of the application you are integrating with.
  6. Scroll down to the OAuth Policies section.
  7. Look for Refresh Token Policy.
  8. Under IP Relaxation, select Relax IP restrictions.
  9. Make sure the refresh token policy is set to Refresh token is valid until revoked.
Refresh Token Settings
  1. Click Save.

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3. Check API access control settings

Salesforce allows administrators to restrict which applications can access Salesforce data through APIs. You need to ensure that API access isn’t limited to only specific connected apps. To verify your API access control settings:
  1. Log in to Salesforce.
  2. Go to Setup.
  3. In the Quick Find box, search for Connected Apps OAuth Usage.
  4. Under the list of connected apps, find your app and click Manage App Policies.
  5. In the OAuth Policies section, ensure the Permitted Users status is one of:
    • Admin approved users are pre-authorized - only selected users can access.
    • All users may self-authorize - all users can access the app.
Permitted Users If you need to modify these settings:
  1. Click on Install next to your connected app.
  2. In the OAuth Usage and Policies section, set the appropriate permissions level.
  3. Click Save.

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4. Ensure the installing user has API access in their profile

The user account that will be authorizing the integration must have API access enabled in their Salesforce profile. To check and enable API access for a user profile:
  1. Log in to Salesforce.
  2. Go to Setup.
  3. In the Quick Find box, type Profiles.
  4. Click on Profiles.
  5. Find and click on the profile of the user who will be installing the integration.
  6. Look for API Enabled permission.
  7. Make sure API Enabled is checked.
API Enabled
  1. If you need to edit the profile, click Edit at the top of the page.
  2. Check the API Enabled box.
  3. Click Save.