Configuring Salesforce application

Creating Salesforce Permission Set 

1. Log in to  Salesforce with an account with permission to manage profiles and permission sets. 
2. Click on Setup and search for Permission Sets.
3. Click on the New button to create a new permission set.
4. Enter Britive as a Label and API Name field. 
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 user with this permission set. 

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

Creating a Salesforce User 

Follow the steps below to create a user: 

1. Log in to Salesforce with administrator privileges. 
2. Click on Setup->Users. 
3. Click on the 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. Log in to Salesforce with a new account created using the Creating a user step. 
2. Click Settings under the user profile icon in the top right-hand corner.
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 the Britive administrator to complete the Salesforce configuration in Britive. 

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