After two short weeks into my very first Salesforce Administrator position, my boss decided the company was in good (enough) hands with me and left to pursue an amazing new opportunity at another firm.
Thing is, my boss had their digital work identity, aka work email address, tied up as the administrator on pretty much all of the other tools in our tech stack.
If the User that enables all those syncs happens to get deactivated, then all the syncs fail.
Fortunately for me, I have my friends at Wizards of Ops to ping with questions like this:
“Nooooo!!! What the heck should I do! Hubspot stopped syncing with Salesforce. I’m getting all these errors! Aaarrrrgghhh! HELP!”
First response I got was: “What was the last thing you did in Salesforce?” I deactivated the previous admin. “Yup, were they the integration user to Hubspot?” Yeah, why? “There’s your problem right there. Setup an integration user and the klaxons will stop.”
This is all you need to set up an Integration User’s Profile with the permissions it needs to do its job, and no more:
- API Enabled.
- View Setup and Configuration enabled.
- Modify All Data enabled on any objects (accounts, campaigns, contacts, leads, or opportunities) which will sync with your external systems.
- Modify Metadata permission enabled (to view any that may be displayed in a Visualforce window).
- Download AppExchange Packages enabled.
- Password Never Expires enabled.
2. Go to the Object Manager: Have the Task “Type” field be Visible to the new integration user profile.
That’s it! That’s all you need!
2 Responses
Nice post.
Thank you!