Setting up permissions for the Salesforce Integration license for Loyalty Management

After spending a good chunk of time trying to figure out how to permission our orgs integration users to use the new Salesforce Integration license, I figured it might be worth sharing for those who may be in a similar situation. This is aimed at loyalty management product access but will work with other types of products as well.

1. Create a New Integration user using the normal Salesforce license and make sure to get your security token. Otherwise, you wont be able to get a security token if you create a new user with the integration license directly:
   • https://ideas.salesforce.com/s/idea/a0B8W00000GdbfuUAB/api-only-profile-users-should-receive-security-token
2. Change user license to Salesforce Integration license
3. Assign the Permission Set License : Salesforce API Integration
4. Create new permission set using the Salesforce API Integration license NOT the Salesforce Integration license, even though thats the name of the license assigned. 🫤 Otherwise, errors will happen when trying to assign the permission set to a user.
   • This Salesforce API Integration license will have most loyalty objects available but not all, and will be missing custom objects.
5. Create another permission set with license set to None.
6. Assign the rest of your object and loyalty permissions to this permission set.
7. Assign both permission sets along with the Loyalty Management permission set to the user

The only other thing to call out is that you can't assign default record types to the integration user. 

Hope this helps!