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 typically includes the Modify All permissions.
  • If you'd prefer to use a dedicated integration user with more specific permissions, contact Support for more information.

Steps

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

dashboard add service account

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 Dec. 2021