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Restricting SalesForce Account Permissions for Zap

  • 27 May 2020
  • 3 replies
  • 253 views

When I setup my Zap for integration between a Gravity Form and SalesForce, I need to provide my account login information.  How do I avoid using an account that has more permissions than is needed for this function?  I don’t want to pay for an additional user license just to have a dedicated account with limited permissions for the Zap.

 

 

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Best answer by andywingrave 27 May 2020, 09:41

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3 replies

Userlevel 7
Badge +9

Yeah - Sadly, that’s a conversation you will need to have with Salesforce. 

Hi,

Thank you for the reply.  Yes, that is the situation.  We don’t have a user with limited permissions.

I am trying to see if they will give me one for less $ than a typical user license.

Userlevel 7
Badge +9

Hey Jane,

What would be stopping you from just using your own account?

Are there security concerns around using an account with more permissions? Could you get another team member with lesser permissions to authenticate within the Zapier account?