Clazar Salesforce Integration Using Integration User

SFDC Integration with Salesforce API Integration User License (Recommended)

Pre-requisites Activities done in Salesforce

• Please make sure you have Salesforce administrator access.

• Create or Update Users. Navigate to Setup > Users > Users. You can create a new user or use an existing one to connect to Clazar.

1. Creating a New User

• Click on “New User.”

• Fill in the required details (e.g., Name, Email).

• Assign the user profile as “System Administrator” or “Minimum Access - API Only Integrations”.

2. Permission Sets Configuration

Navigate to Permission Sets:

• Setup > Permission Sets.

• Create a New Permission Set by clicking on “New.”

• Name the permission set (e.g., “Clazar Integration”).

• Select the appropriate User License (Salesforce API Integration).

• Assign Permissions:

• Edit the newly created permission set.

• Navigate to Object Settings and assign the following permissions:

• Repeat the above step for other objects too(Contacts, Opportunities, Leads and Quote)

3. Assign Permission Set to User:

• Go back to the user detail page.

• Click on “Permission Set Assignments” > “Edit Assignments.”

• Select the newly created permission set (e.g., “Clazar Integration”) and Clazar Salesforce Integration User then hit save.

Note: The clazar package includes a permission set named “Clazar Custom Objects Permissions” specifically for custom object access.

Connecting Clazar to Salesforce

1. Navigate to Clazar App:

• Open the Clazar application.

2. Salesforce Instance URL:

• Enter the Salesforce instance URL where the package is installed.

• Use the Salesforce instance’s custom domain if applicable.

3. Connection Setup:

• Follow the prompts in Clazar to authenticate and connect the Salesforce account.