This guide outlines how to connect your Salesforce instance to Unify.
Setup | Pros | Cons |
---|---|---|
Dedicated integration user | This is best practice and our recommended option. The user is granted specific limited permissions and all updates made within Salesforce are clearly attributable to Unify. | This requires the purchase or use of a dedicated Salesforce user license, which may require time to set up at your company. |
Shared integration user with other connected apps | This might be a better choice, because you may already use an integration user with other connected apps. You don’t need to provision a new user. | Unify must share the permissions and limits of the shared integration user. If this user’s access is shut down, all connected apps will be impacted. |
Existing individual user with system admin permissions | This is typically the fastest and most affordable option because you use an individual user that already exists in your Salesforce. There’s no need to create anything new. | Unify is given full system access and edits made within Salesforce are attributed to the individual user. If the user leaves the company, the connection will break. |
This screen will appear before you have connected a Salesforce organization.
Once a connected, you will see the settings available for your Salesforce connection.
The permissions widget will indicate if permissions are missing.
The field mappings page lets you customize which fields Unify can read and write.
The Salesforce integration settings page after setup is complete.