To integrate your Salesforce data with Kapiche, you need to complete two steps.
Step 1: Add a read-only user to your Salesforce instance
Create a new User:
On the top right of the screen, click the gear icon and then click Setup.
In the left navigation bar, under Administration, click Users > Users. Create a new User, entering details for the user's first name, last name, alias, and email. Filling in the email field will auto-populate the username field and nickname.
Leave
roleunspecifiedSelect
Salesforce Platformfor the User LicenseSelect
Standard Platform Userfor Profile.Decide whether to generate a new password and notify the user.
Select
save
Create a new Permission Set:
Using the left navigation bar, select Users > Permission Sets
Click
Newto create a new Permission Set.Give your permission set a descriptive label name (e.g., "Airbyte Read Only Access"). The API name will autopopulate based on the label you give the permission set.
For licence, leave this set to
–None—and clicksave.Now that you see the permission set is created, define the permissions via Object Settings.
Click "Object Settings."
Select the
Object Namefor each object you want the user to have read-only access to (e.g., Accounts, Contacts, Opportunities).Select “Edit” and check the "Read" permission and uncheck all other permissions (Create, Edit, Delete, etc.).
Click
SaveContinue to add read permissions for any objects you want Airbyte to have access to.
Assign the Permission Set to the new User
From the Permission Sets page, click "Manage Assignments" next to the read-only permission set you just created.
Click "Add Assignments."
Find and select the user you created in Step 1.
Click
Assign
Step 2: Obtain Salesforce OAuth credentials
Create a Connected App
Log in to Salesforce as an administrator. In the drop-down list of the account (in the upper-right corner), select Setup.
In the left-hand pane, go to Apps > App Manager.
Click on the New Connected App (in the upper right corner).
On the New Connected App page, fill the following required fields under Basic Information: Connected App Name, API Name and Contact Email.
Go to API (Enable OAuth Settings), and select Enable OAuth Settings. In the Callback URL field, enter https://login.salesforce.com/. In the Selected OAuth Scopes field, select Access and manage your data (api), Perform requests on your behalf at any time (refresh_token, offline_access), Provide access to your data via the Web (web), and then click Add.
Click the Save button to save the new Connected App.
On the page that opens, click the Edit button. Under OAuth policies, select All users may self-authorize in the Permitted Users list, and then click the Save button.
Go back to the Connected Apps (Apps > App Manager) list, and click the App that you just created, and then click on View.
Go to API (Enable OAuth Settings), and note down the Consumer Key and Consumer Secret, which will be used for the configuration of Kapiche SFDC Integration.
Step 3: 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 👉