---
title: "Configuring Salesforce application"
slug: "configuring-salesforce-application"
updated: 2026-04-15T08:48:20Z
published: 2026-04-29T10:51:57Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.britive.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configuring Salesforce application

## Creating a Salesforce User

Follow the steps below to create a user:

1. Log in to [Salesforce](https://login.salesforce.com/) 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. Log out of Salesforce.

For more information about creating a user in Salesforce, see [Creating a user](https://help.salesforce.com/s/articleView?id=sf.adding_new_users.htm&type=5).

## Creating Salesforce Permission Set

1. Log in to [Salesforce](https://login.salesforce.com/) with an account with permission to manage profiles and permission sets.
2. Click on **Setup** and search for **Permission Sets** in the search bar in the left section.
3. Click on **Setup** and search for **Permission Sets**.
4. Click on the **New**button to create a new permission set.
5. Enter *Britive* as a **Label** and **API Name** field.
6. Click **Save**.
7. Scroll down and click on **System Permissions**.
8. 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
9. Click **Save**.
10. Click on **Manage Assignments.**
11. Assign the user to this permission set.

For more information about permission sets in Salesforce, see [Create a Salesforce permission set](https://help.salesforce.com/s/articleView?id=000332257&type=1).

## Resetting Security Token

1. Log in to [Salesforce](https://login.salesforce.com/) with a new account created using the [Creating a user](/v1/docs/configuring-salesforce-application#creating-a-salesforce-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's 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](https://help.salesforce.com/s/articleView?id=sf.user_security_token.htm&type=5).