In order to access your Salesforce data, you must have the following permissions and features enabled in your account:
1. Salesforce edition:
Before accessing your Salesforce data, ensure you have one of the following editions of Salesforce, in order to use the API:
To find the version, log in to Salesforce and go to Setup > Company Profile > Company Information > Organization Edition.
The following versions will work:
- Lightning Enterprise
- Lightning Unlimited
- Developer Edition
Note: This means if your edition does not have Salesforce API access enabled by default, contact your Salesforce representative to gain access. An additional fee may be associated with this feature)
For more information, see the Salesforce article What Editions Have API Access?
2. Your Salesforce account:
In order to access Salesforce data, you must have a Salesforce User account with the ability to access the data you wish to add to Klipfolio. This User account will be used by Klipfolio for all Salesforce interactions. If you do not have one, contact your Salesforce administrator.
3. A Security Token:
To ensure security, Salesforce employs the use of a security token. This prevents easy access to the data in the API in case someone discovers your password. If you do not have a security token, go to Setup > My Personal Information > Reset my Security Token. This will allow you to generate a new token.
4. API access enabled on the account’s user profile:
Your Salesforce administrator can set up your account to allow you to access the API. To access the API, a user must be granted the API Enabled permission.
Note: client applications can only access objects and fields to which they have access via the logged-in Salesforce user.
5. Ensure Klipfolio is whitelisted in Remote Site Settings:
Your Salesforce administrator may have restricted which applications are allowed to communicate with the Organization. If this is the case, go to Setup > Security Controls > Remote Site Settings and add “https://app.klipfolio.com” as a Remote Site URL.