Enabling API Access in Salesforce


API access must first be enabled on your Salesforce account in order for CalendarHero to integrate.  Your Salesforce Administrator controls your Profile and Permission Sets.

There are two ways to enable API access in Salesforce:

  • Profile
  • Permission Set

Enable API access in Salesforce by Profile



1. Click the Gear icon and click Setup.

SFSetup.jpg


2. Type profiles into the Quick Find box and select Profiles.

api1.jpg


3. Click Edit against the Profile you wish to enable API access for.

SFExampleProfileEdit.jpg

4. Scroll down to Administrative Permissions and check the API Enabled box and click Save.

SFProfileAPIEnabled.jpg


Enable API Access in Salesforce by Permission Set


1. Click the Gear icon and click Setup.

SFSetup.jpg


2. Type permission into the Quick Find box and select Permission Sets.

api2.jpg

3. Select the Permission Set you wish to enable API access for.

SFExamplePermissionSet.jpg

 
4. Scroll down to System and click System Permissions.

SFSystemPermissions.jpg 

5. Click Edit

SFPermissionSetEdit.jpg

6. Check the API Enabled box and click Save.

Permission_Sets___SalesforceAPI.jpg

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