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Salesforce has a “Salesforce Integration” User License with a “Salesforce API Only System Integrations” profile.  It’s the best practice to use that for Salesforce integrations to other systems, like Zapier.  Here’s a article for reference https://admin.salesforce.com/blog/2023/best-practices-for-configuring-your-integration-user

 

In Salesforce, I created a ‘Zapier Integration’ user and chose the ‘Salesforce Integration’ user license.  I added the necessary permission set.

 

In Zapier, I tried to connect a new app.  I picked Salesforce.  Sandbox.  The login window is presented.  I enter the user name and passwords for my ‘Zapier Integration’ user and get an error to check the username & password.  I validate in a separate login window that the credentials are accurate.

 

 

Hi @Paul AD 

Good question.

Have you already reviewed these help articles for using Salesforce in Zaps?

https://zapier.com/apps/salesforce/help

Hi @Troy Tessalone - thanks for the reply and the link.  The help articles seem very limited and don’t cover the Salesforce Integration User License.

@Paul AD 

You can try opening a ticket with Zapier Support for possible guidance: https://zapier.com/app/get-help

@Troy Tessalone yep, haven’t heard back from Zapier Support. 

It sound like no one in the community has encountered this use case.

Trying to figure this exact same thing out … only difference in my workflow is that I have selected ‘production’ in the connection process and have been able to “connect” and log in successfully.  (Yes, probably not best practice, although this production org is something we use internally as a Sandbox),

 

That being said, my luck essentially ends there b/c once Connected, I am not actually able to access the Object I need access to (Contact) … and so far striking out on anything within Salesforce (i.e. Permission Set / Profile Access) that seems to be able to help there. 

 

Only other thing I’ll add, I’ve seen similar issues before with other 3rd party connectors where the “sandbox” workflow doesn’t always cooperate so well. Not much actual help @Paul AD, will keep you posted if I find anything else more valuable through additional testing. 

I was able to sort out the Object Permission issues, based on this article: 

https://salesforce.stackexchange.com/questions/400073/trying-to-use-salesforce-integration-user-license-unable-to-access-accounts-et/400074#400074?newreg=f185eeaa5cac490884db86c4a030e7d8

Thanks @jeff_ijjas for sharing your experience.  It’s very promising you can establish the connection in your production instance of Salesforce.  I might need to create the Salesforce API user in SF first and then create the sandbox to test.

 

The article you shared is helpful.  Here’s another one I reference, too.  https://www.freelikeapuppy.tech/post/setting-up-the-free-integration-users

That being said, my luck essentially ends there b/c once Connected, I am not actually able to access the Object I need access to (Contact) … and so far striking out on anything within Salesforce (i.e. Permission Set / Profile Access) that seems to be able to help there. 

I can “access” the object (in my case Lead) but not the fields on the Lead. I am only offered the “Use assignment rules” field for selection, which I haven’t explicitly enabled in my Permission Set.

Have you ever figured this one out? What about the others? Do you have the Integration User running with Zapier? I couldn’t make out a solution in the linked articles.

Thank you.

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