Salesforce Integration
Ryan Stuart avatar
Written by Ryan Stuart
Updated over a week ago

To integrate your Salesforce data with Kapiche, you need to complete two steps.

Step 1: Add a read-only user to your Salesforce instance

  1. Log into Salesforce with an admin account.

  2. On the top right of the screen, click the gear icon and then click Setup.

  3. In the left navigation bar, under Administration, click Users > Profiles. The Profiles page is displayed. Click New profile.

  4. For Existing Profile, select Read only. For Profile Name, enter Kapiche Read Only User.

  5. Click Save. The Profiles page is displayed. Click Edit.

  6. Scroll down to the Standard Object Permissions and Custom Object Permissions and enable the Read checkbox for objects that you want Kapiche to access. IMPORTANT: It might be worth speaking with you Kapiche AM or CSM to ensure you select the right objects.

  7. Scroll to the top and click Save.

  8. On the left side, under Administration, click Users > Users. The All Users page is displayed. Click New User.

  9. Fill out the required fields:

    1. For License, select Salesforce.

    2. For Profile, select Kapiche Read Only User.

    3. For Email, make sure to use an email address that you can access.

  10. Click Save.

  11. Copy the Username and keep it accessible.

  12. Log into the email you used above and verify your new Salesforce account user. You'll need to set a password as part of this process. Keep this password accessible.

Step 2: Contact us

Once you have created the the read-only user in step 1, contact us to complete the integration. You can get in touch with us any time by hitting the blue chat button to your right πŸ‘‰

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