Create API User with Paid Seat
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Steps to Create a New API User in Salesforce
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Navigate to Setup Menu:
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Go to Setup in Salesforce.
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In Administration Setup click Manager Users
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In Administration Setup click on Users.
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Create a New User:
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Click New User
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Fill out the required information (use a real working email address, name user whatever you like)
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Under User License, select Salesforce Platform.
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For Profile, choose either Power User or Support Works Power User (API users require higher permissions).
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Save the user.
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Link the User to a Staff Record:
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Go to the Staff tab in Salesforce.
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Search for the staff member you want to link to the API user.
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If the staff member doesn’t appear, click New Staff Member and enter their details.
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In the User field, select the API user you just created.
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Save the staff record.
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Create API User with Paid Seat
Create API User with Paid Seat
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Steps to Create a New API User in Salesforce
-
Navigate to Setup Menu:
-
Go to Setup in Salesforce.
-
In Administration Setup click Manager Users
-
In Administration Setup click on Users.
-
-
Create a New User:
-
Click New User
-
Fill out the required information (use a real working email address, name user whatever you like)
-
Under User License, select Salesforce Platform.
-
For Profile, choose either Power User or Support Works Power User (API users require higher permissions).
-
Save the user.
-
-
Link the User to a Staff Record:
-
Go to the Staff tab in Salesforce.
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Search for the staff member you want to link to the API user.
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If the staff member doesn’t appear, click New Staff Member and enter their details.
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In the User field, select the API user you just created.
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Save the staff record.
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How to verify & update API permissions
Edit the Permission Set for the API User
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Navigate to the User’s Profile:
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Go to Setup > Manage Users > Users.
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Find the API user and click on their name.
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Under the user details, click on the Profile link (e.g., Support Works Power User or Power User).
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Edit the Permission Set:
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Click Edit to modify the permissions.
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Enable or disable the necessary checkboxes to adjust the user’s access.
- Reference our PDF permission guide; click the button below to download.
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Save the changes.
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How to update permissions
How to verify & update API permissions
Edit the Permission Set for the API User
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Navigate to the User’s Profile:
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Go to Setup > Manage Users > Users.
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Find the API user and click on their name.
-
Under the user details, click on the Profile link (e.g., Support Works Power User or Power User).
-
-
Edit the Permission Set:
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Click Edit to modify the permissions.
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Enable or disable the necessary checkboxes to adjust the user’s access.
- Reference our PDF permission guide; click the button below to download.
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Save the changes.
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Retrieve & Share API User Information
Retrieve the Security Token
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Log in as the API User or your Admin Account:
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Go to Setup.
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In the Quick Find box, type "Security Token".
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Click Reset My Security Token.
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A security token will be emailed to the admin email address associated with the user your logged in as.
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Next Steps:
- Share the following information with your Success Manager
- API User Email
- API User Password
- Security Token
- Salesforce URL
- Watch the next video
Send the following information
- Your Salesforce Instance URL
- API User Email Address
- API User Password
- Security Token
User Setup
Retrieve & Share API User Information
Retrieve the Security Token
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Log in as the API User or your Admin Account:
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Go to Setup.
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In the Quick Find box, type "Security Token".
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Click Reset My Security Token.
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A security token will be emailed to the admin email address associated with the user your logged in as.
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Next Steps:
- Share the following information with your Success Manager
- API User Email
- API User Password
- Security Token
- Salesforce URL
- Watch the next video
Send the following information
- Your Salesforce Instance URL
- API User Email Address
- API User Password
- Security Token
Integration Next Steps
What are Next Steps?
- Share the following information to your success manager
- API User Email
- API User Password
- Salesforce Security Token
- Salesforce URL
- Testing to verify SalesForce & Per4mance.io are synced properly
- We are looking for your jobs types to sync into our classifications
- If we receive errors during this process, we need to schedule a call with our developers and your companies SalesForce internal Expert / Guru
- We may need to
- Do live testing
- Change API User permissions
- Verify Foremen Emails
- The emails used for your foremen to login to per4mance.io MUST BE THE SAME across
- per4mance.io
- SalesForce
- i360
- If the emails do match, jobs will not populate in per4mance.io for your foremen to apply hours to.
- The emails used for your foremen to login to per4mance.io MUST BE THE SAME across
- Watch the next video to see how to do this in Salesforce
Send the following information
- Your Salesforce Instance URL
- API User Email Address
- API User Password
- Security Token
Next Steps
Integration Next Steps
What are Next Steps?
- Share the following information to your success manager
- API User Email
- API User Password
- Salesforce Security Token
- Salesforce URL
- Testing to verify SalesForce & Per4mance.io are synced properly
- We are looking for your jobs types to sync into our classifications
- If we receive errors during this process, we need to schedule a call with our developers and your companies SalesForce internal Expert / Guru
- We may need to
- Do live testing
- Change API User permissions
- Verify Foremen Emails
- The emails used for your foremen to login to per4mance.io MUST BE THE SAME across
- per4mance.io
- SalesForce
- i360
- If the emails do match, jobs will not populate in per4mance.io for your foremen to apply hours to.
- The emails used for your foremen to login to per4mance.io MUST BE THE SAME across
- Watch the next video to see how to do this in Salesforce
Send the following information
- Your Salesforce Instance URL
- API User Email Address
- API User Password
- Security Token
How to verify emails match for your foremen
Verify Email Matching Between Salesforce and i360
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Directions for Verifying Emails for Foreman Match in Salesforce and i360:
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Navigate to the 'Staff' Section in i360:
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Open i360 and go to the 'Staff' section.
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Locate the Foreman’s Profile:
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Search for and select the foreman’s profile you want to verify.
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Check the Email Address in i360:
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Note the email address listed for the foreman in i360 (e.g., foreman@yourcompany.com).
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Click on Foreman's name in i360 staff section:
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Click the Foreman's User Name:
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Located in the staff record of i360
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Verify the Email Address in Salesforce User Profile:
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Check the email address listed in Salesforce Contact Information
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Compare the Emails:
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Ensure the email address in Salesforce matches the one listed in i360.
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Update if Necessary:
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If the emails do not match, update the email address in either Salesforce or i360 to ensure consistency.
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Confirm they Match
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Once the above emails match, we need to confirm the emails in per4mance are the same.
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- Notify your Success Manager this step is completed.
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Verify Emails Match all Platforms
How to verify emails match for your foremen
Verify Email Matching Between Salesforce and i360
-
Directions for Verifying Emails for Foreman Match in Salesforce and i360:
-
Navigate to the 'Staff' Section in i360:
-
Open i360 and go to the 'Staff' section.
-
-
Locate the Foreman’s Profile:
-
Search for and select the foreman’s profile you want to verify.
-
-
Check the Email Address in i360:
-
Note the email address listed for the foreman in i360 (e.g., foreman@yourcompany.com).
-
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Click on Foreman's name in i360 staff section:
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Click the Foreman's User Name:
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Located in the staff record of i360
-
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Verify the Email Address in Salesforce User Profile:
-
Check the email address listed in Salesforce Contact Information
-
-
Compare the Emails:
-
Ensure the email address in Salesforce matches the one listed in i360.
-
-
Update if Necessary:
-
If the emails do not match, update the email address in either Salesforce or i360 to ensure consistency.
-
-
Confirm they Match
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Once the above emails match, we need to confirm the emails in per4mance are the same.
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- Notify your Success Manager this step is completed.
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Recap and Next Steps!
What are steps after integration?
Now that we have your Salesforce and i360 account linked and integrated with per4mance.io we can move onto other steps of the onboarding process!
- If your Classifications are NOT setup click the button below to learn more.
- If your Classification are setup and you're ready to launch your crews schedule your Stakeholders meeting.
- This meeting we will recap
- Your per4mance account setup
- Review the Admin Portal
- Schedule your Crew Launch date and time
- This meeting we will recap
Recap & Next Steps
Recap and Next Steps!
What are steps after integration?
Now that we have your Salesforce and i360 account linked and integrated with per4mance.io we can move onto other steps of the onboarding process!
- If your Classifications are NOT setup click the button below to learn more.
- If your Classification are setup and you're ready to launch your crews schedule your Stakeholders meeting.
- This meeting we will recap
- Your per4mance account setup
- Review the Admin Portal
- Schedule your Crew Launch date and time
- This meeting we will recap