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Create an integration user

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Note

The API integration user needs to be created with a profile that allows it sufficient access.

Option 1: System Admin: This is the most efficient option.

  • License: Salesforce platform or standard user

  • Profile: System Administration

Option 2: Custom Profile:

  • License: Salesforce platform or standard user

  • Profile: API only or custom profile

  • Provide access to fields either manually or through a permission set:

    • Manual access to objects and fields.

    • Assign permission sets to users (available from motion package V2.177):    

      • Fullcast Import permissions: View All access (objects listed under Import).

      • Fullcast Export permissions: Modify All access (objects listed under Export).

      • Fullcast Motion permissions: Modify All access to all Fullcast objects and fields.

Warning:

Currently the integration authentication is not available within Fullcast. If API user access cannot be managed by Fullcast, the business partner will assist in setting up the integration.