The Salesforce setup wizard includes 5 phases: API connection, Installation, Field validation, Field mapping, and Creation rules. In this article, you will learn how to assign the ScheduleOnce permission set to the API user in Salesforce.
Permission Sets in Salesforce define what functions and features your users have access to in Salesforce. To use the ScheduleOnce Connector for Salesforce, you must assign the appropriate permission set to your API user.
The ScheduleOnce permission set assigns permissions to work with Lead, Contact, Case, Account and Activity records. This will allow the ScheduleOnce Connector to create and update records through the API User.
To assign the ScheduleOnce permission set, you will need:
- A Salesforce Administrator for your organization.
- An installed ScheduleOnce connector for Salesforce managed package.
Assign ScheduleOnce Permission Set
To assign the permission set:
- Log in to Salesforce as your API user.
- In your Salesforce Setup page, go to Manage Users > Permission Sets.
On the Permission Sets page, click the ScheduleOnce connector for Salesforce permission set (see Figure 1).
On the ScheduleOnce connector for Salesforce permission set page, click the Manage Assignments button (see Figure 2).
On the Assigned Users page, click the Add Assignments button (see Figure 3).
On the Assign Users page, check the box next to your API user and click the Assign button and then click Done (see Figure 4).
Return to ScheduleOnce and see that the Installation tab now says ScheduleOnce Permission set assigned (see Figure 5).
ImportantThe API User must be connected to ScheduleOnce for the page to refresh correctly.
You have completed Step 2 of the Installation phase. Now you must proceed to Step 3, which is described in the Add custom fields to the Activity Event layout article.