Admins | How do I set up a Salesforce Service Account?

Overview

A Salesforce Service Account can be used to authorize Cirrus Insight features that need reliable access to all required permissions and data.

This allows Cirrus Insight Admins to:

• Import user credentials from Salesforce and easily create new Cirrus Insight users. 
• Manage Syncs and Calendar Scheduling at the org level.
  
  

Requirements

The Salesforce user account that's authorized for the Service Account needs sufficient Salesforce permissions. NOTE: This can be a different Salesforce user account than the Cirrus Insight Admin's Salesforce user account

• Most orgs will use the Salesforce Sys Admin account, which includes the "Modify All" permission.
  • This is the simplest way to ensure there are no permissions errors that could prevent the necessary communication between Cirrus Insight and Salesforce.
• If you'd prefer to use a dedicated integration user with more specific permissions, we recommend thoroughly testing (with the option to revert to "Modify All" permissions if issues occur) before deploying.
  • Specific permissions required will vary per Salesforce org and per intended usage.

Steps

1. Navigate to Admin Dashboard → Organization Settings → Authentication → Service Accounts.

2. + Add a Service Account for Salesforce.

Complete the authorization process by signing in with the Salesforce Admin credentials (this can be a different Salesforce user account than the Cirrus Insight Admin's Salesforce user account). Allow the necessary permissions.

Related Topics

Admins | How do I create new users? 

Updated Jan. 2023