The Ultimate Step-by-Step Guide for Effortless API User Access Integration in Sync Made Easy Pro
Step 1 – Log in to your Salesforce account by entering your username and password.
Note: Before proceeding with the SME Pro API integration, please ensure that the SME main app is installed and granted the necessary permissions. For more details, click here
Step 2 – After logging in, locate 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 necessary information and click on “Save”.
Step 5 – Your new user has been successfully created.
Step 6 – Once more, navigate to the Quick Find box and search for “Permission Sets”, then 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, then click on “Save”.
Step 9 – 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 10 – Click on Edit.
Step 11 – Scroll down to “Manage Package Licenses” and activate it.
Step 12 – Scroll above, and click on save.
Step 13 – Your permission set has been successfully created. Now, to assign Apex class permissions, navigate to “Apex Class Access”.
Step 14 – Once you Open, Click on Edit. and Select all the classes starting with “HIC_SMEPRO” and then Click on Add Button.
Step 15 – And, Click on save.
Step 16 – Now, return to the user by using the quick find box and open the user profile.
Step 17 – Now, to assign permission sets to the user, hover over “Permission Set Assignments” and then click on “Edit”.
Step 18 – Assign the newly created permission set “SME PRO Access to API Integration User” along with “SME Access to API integration user”, “SME Pro Modify All” and “Shopify Made Easy Modify All”, then click on “Save”.
Step 19 – Now, we have assigned all the permissions.
Now, the user can utilize all SME and SME PRO functionalities without any issues.