How to set up the Integration User in Salesforce

The Platform Integration User, sometimes called the System User or simply the Integration User, is an internal, API-only user that is being used for data integration purposes. This user allows Salesforce applications to securely access data on different properties.You can use the Salesforce Integration license and assign the Salesforce API Only System Integrations profile to ensure the API is enabled and the user is limited to interacting with Salesforce via the API.This user license is designed for system-to-system integrations. It may not be used for human users to access Salesforce data or features through any user interface.

Integration User License

One or more Salesforce Integration user licenses are available by default in Enterprise, Unlimited, Performance, and Developer Editions.

Next, you need to create a new user with the following information:

Integration User License and Profile

1. User License : Salesforce Integration
2. Profile: Salesforce API Only System Integrations

Then, you need to update/add the permissions set for this user. Click on Edit Assignments and choose the permission set that you want for this particular user.

Permissions Set Assignments

Note: in order to get access to all standard and custom objects, you need to create a new Permission Set ( without a license) so you can choose which objects you want to have access to and whether it needs to be read, write, delete,etc.

Once you have assigned a specific permission set to this user, you will see it under Permission Set License Assignments.

Once you are done with the user setup in Salesforce, you would need to log into myrapidi.com and authorize your Salesforce connection.