Configuring Salesforce application

Creating a Salesforce User 

Follow the steps below to create a user: 

1. Login to Salesforce with administrator privileges. 
2. Click on Setup->Users. 
3. Click on New User button.
4. Create a user with a valid email address. 
5. Assign the above permission set to the user. 
6. Logout from Salesforce.

For more information about creating a user in Salesforce, see Creating a user.

Resetting Security Token 

1. Login to Salesforce with new account that was created using Creating a user step. 
2. On the top right-hand corner, click on Settings under the user profile icon.
3. Click on Reset My Security Token from the navigation menu. 
4. Click Reset Security Token. This resets the token and sends a new token via email. 
5. Provide the user email address, password and security token to Britive administrator to complete the Salesforce configuration in Britive. 

For more information about resetting a security token in Salesforce, see Resetting a security token.

Creating Salesforce Permission Set 

1. Login to  Salesforce with an account that has permissions to manage profiles and permission sets. 
2. Click on Setup and search for Permission Sets.
3. Click on New button to create a new permission set.
4. Enter Britive as a Label and API Name fields. 
5. Click Save.
6. Scroll down and click on System Permissions.
7. Remove all the existing permissions and assign the following permissions, When selecting an option, some options are automatically selected. Do not remove them. 
   • API Enabled 
   • Manage Users 
   • Modify All Data 
8. Click Save. 
9. Click on Manage Assignments. 
10. Assign the above user with this permission set. 

For more information about permission sets in Salesforce, see Create a Salesforce permission set.