Salesforce User Configuration

User Creation

Here we will see how to create a standard Salesforce user and grant them the necessary permissions to be able to make use of this Zengain integration example.

A Salesforce system administrator can create a new user in the following way. In the main menu on the Setup dashboard, go to Administrators->Users as shown:

This will take you to the Users page. Click the New User button as shown.

This will take you to the New User page where you can fill in the details of the new user. A basic Salesforce user may be configured to have the Salesforce Platform User License and to have the Standard Platform User Profile as shown.

We recommend that you tick the box shown below to generate a new password and notify the user. Finally, click the Save button.

Having created a user, the next step is to grant them necessary permissions to be able to use the Zengain integration example.

User Permissions

Creating a Permission Set

There are two permissions that must be granted to a user:

• They must have the ZGSignal object exposed to them.

• They must be able to run flows in Salesforce as the example uses flows to fetch data from Zengain.

To achieve this we will create a Permission Set with the necessary permissions that we will then assign to the user.

On the admin Setup page, got to Administration->Users->Permission Sets as shown below.

Click the New button to create a new permission set. You will then see this Create page:

Click Save to save this permission set. This will return you to the Permission Sets page which now lists the permission set you have just created. To add the ZGSignal permission, click this permission set link. You will be taken to the configuration page for your permission set as shown here:

Click the Object Settings link to go to that page. Scroll down the Object Settings list until you reach the ZGSignals link. Click this, as shown.

This will take you to the ZGSignals object settings page for your new user. Click the Edit button.

and edit the permissions for this object as shown below, clicking Save when done.

This completes the addition of ZGSignal permissions to our permission set. Next is flows. Go back to the page for your permission set and click the App Permissions link, as shown.

This will take you to the App Permissions page. Click the Edit button:

You will be taken to the page for editing app permissions. Scroll down to the Flow and Flow Orchestration section, check the Run Flows permission and then Save.

This concludes the addition of necessary permissions to your permission set. You can confirm that these have been setup correctly by clicking the View Summary button on the page for your permission set. This will show a summary page which includes a group of tabs under the heading Permission Set Information. Clicking the User Permissions tab will show that you have the Run Flows permission enabled, as required:

Clicking the Object Permissions tab will show the ZGSignal permission:

Assigning the Permission Set

Having created the required permission set, you can now assign it to the required user, which here we take to be the user created above. On the page for your permission set, click the Manage Assignments button as shown

and then click the Add Assignment button on the next page

You will now see a page listing all users. Select the one to wish to assign the permission set and click Next

On the next page you can set an optional expiry date and timezone. Once this has been done if required, you can now complete the procedure by taking the final step which is to click the Assign button here:

That's it! Your user now has the required permissions to make use of the Zengain Integration example. Click Done to return to the list of users with this permission set assigned.