A Step-by-Step Guide to API Integration User Access in Sync Made Easy

Step 1 – Log in to Salesforce org using your username and password.

Step 2 – After logging in, find the ‘Users’ option in the quick find box and click on it.

Step 3 – Click on ‘New User’ to create a new user.

Step 4 – Choose the license type as “Salesforce Integration” and the profile as “Salesforce API Only System Integrations”. Then, fill in all the required information and click on “Save”.

Step 5 – Your new user will be created successfully.

Step 6 – Again, navigate to the Quick Find box and search for “Permission Sets”, click on it to open.

Step 7 – Once you’ve opened the permission set, click on “New” to create a new permission set.

Step 8 – Complete all the required fields with the necessary information, and click on “Save”.

Step 9 – Your permission set has been successfully created. Now, to assign object permissions, navigate to “Object Settings”.

Step 10 – Now, grant permission by clicking on “Account” to open it.

Step 11 – Now, click on Edit.

Step 12 – Assign all the permissions you need, and click on “Save”.

Step 13 – Repeat the same steps for each object: Contacts, Leads, Opportunity, Orders, Price Books, Products, Order Products, Opportunity Products, and Pricebook Entry. Provide permissions for each and then click on “Save”.

Contacts

Leads

Opportunities

Orders

Pricebooks

Pricebook Entry

Products

Order Products

Opportunity Product

Step 14 – We’ve successfully assigned all the object permissions. Now, let’s assign Lightning permissions. Open the permission set and scroll down to “System Permissions”

Step 15 – Click on Edit.

Step 16 – Scroll down to “Manage Lightning Sync” and activate it.

Step 17 – Scroll above, and click on Save.

Step 18 – Now, let’s assign Apex Class Permission. Open the permission set and scroll down to “Apex Class Access”

Step 19 – Once you Open, Click on Edit. and Select all the classes starting with “HIC_ShopifySync” and then Click on the “Add Button”.

Step 20 – And, Click on Save.

Step 21 – Now, return to the user by using the quick find box and open the user profile.

Step 22 – Once opened, click on “Permission Set License Assignments” and then click on “Edit”.

Step 23 – Here, you need to enable the “Queue Manager” and “Salesforce API Integration”.

Step 24 – Scroll above, and click on Save.

Step 25 – Now, to assign permission sets to the user, hover over “Permission Set Assignments” and then click on “Edit”.

Step 26 – Assign the newly created permission set “SME Access to API integration User” and “Shopify Made Easy Modify All”, then click on “Save”.

Step 27 – Now, we have assigned all the permissions.

Now, the user can utilize all SME functionalities without any issues.