In Salesforce, you can set up API-only integration users by creating a new user profile and configuring its permissions to limit access to only the necessary APIs. Here’s a step-by-step guide:
1. Create a New User Profile:
– Navigate to Setup by clicking on the gear icon in the top-right corner and selecting “Setup.”
– In the Quick Find box, type “Profiles” and select it.
– Click on the “New Profile” button.
– Choose the most appropriate existing profile to clone from. For API-only users, you might consider starting with the “Standard User” profile.
– Enter a Profile Name and Description.
– Click “Save.”
2. Edit Profile Permissions:
– From the profile list, click on the profile you just created.
– Click on the “Object Settings” section.
– Adjust the permissions for each object as needed. For API-only users, you may want to restrict access to all objects except for those required for integration.
– Click on the “Field-level Security” button to set field-level security for each object.
– Navigate through each object and ensure that only necessary fields are visible/editable.
– Click “Save.”
3. Assign API-Only User License:
– Navigate back to Setup.
– In the Quick Find box, type “Users” and select it.
– Click on the “New User” button.
– Fill in the required user details (name, email, username, etc.).
– For License type, choose “Salesforce.”
– For Profile, select the profile you just created.
– Check the “Generate new password and notify user immediately” box if you want Salesforce to generate a password for the user and send it via email.
– Click “Save.”
4. Restrict Login Access (Optional):
– Since this is an API-only user, you may want to restrict their login access for security purposes.
– Go to the user detail page by navigating to Setup > Users and clicking on the user’s name.
– Under “Login Information,” click on the “Login IP Ranges” button.
– Set appropriate IP restrictions to limit access to only trusted IP addresses or ranges.
– Click “Save.”
5. API Access:
– By default, Salesforce API access is enabled for users with the “API Only User” profile.
– Ensure that the necessary API permissions are enabled for the user profile.
– Navigate back to the user detail page if you’re not already there.
– Under “Administrative Permissions,” ensure that “API Enabled” checkbox is checked.
– Click “Save.”
Summary
Once these steps are completed, your API-only integration user should be set up and ready to use. Ensure that you securely manage their credentials and monitor their usage for any potential security concerns.
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