What is an Integration User?
An integration user is a unique user with special rights connected to the authentication of, and access to, external integrations with Salesforce.
Why use an Integration User?
Regardless of what changes within your organisation, implementing Reveal with an Integration User means that the connection between your SFDC and Reveal is maintained.
How to implement an Integration User? -Import Data in Reveal
An integration user connecting your CRM to Reveal needs API to be enabled as well as View All access to these Objects (for Salesforce):
Contacts
Opportunities
Accounts
Leads
Users
OpportunityContactRoles
SFDC ➡️ Reveal
How to implement an Integration User? -Push Data from Reveal to SFDC
Your integration user will need
From the Reveal Set Up:
a Reveal licence
a Reveal Admin permission set
It also needs view access on all objects (Contacts, Opportunities, Accounts, Leads, Users, OpportunityContactRoles) for us to import your data in Reveal and "Edit and create" access on the Account and Opportunities objects as we we'll be creating and updating account and opportunity fields.
SFDC ➡️ Reveal ➡️ SFDC
Other Use cases of Integration Users (Power Plan)
By integrating your tech stack with Salesforce, you can streamline your workflows and provide your sales, marketing, and customer success teams with valuable insights. This data can be used to optimize your sales strategy and make informed, data-driven decisions that maximize the impact of partnerships on your bottom line.
Want to learn more about the use cases of Integration users?