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"The new Minimum Access - API Only Integrations user profile is used with the Salesforce Integration user license to provide the minimum required access to API users. The Salesforce API Only Systems Integration user profile currently in use incorrectly provides CRUD permissions to custom objects. Replace with the new Minimum Access - API Only Integrations user profile."

 

So, what went wrong here?

 

Is making this switch as painless as indicated in the release notes? We just need to update the profile, and nothing else?

2 answers
  1. Mohit Kumar Agarwal (Dell Technologies) Forum Ambassador
    Mar 23, 2024, 8:13 AM

    This is only applicable to new org

     

    Beginning with the Spring ‘24 release, the Salesforce API Only Systems Integration user profile isn’t available in newly provisioned Salesforce orgs.

    The new profile is based on the existing Minimum Access - Salesforce Profile and provides the API Enabled and Api Only User permissions. Further permissions can be seamlessly added through permission sets and permission set groups.

     

    See this also - https://developer.salesforce.com/blogs/2024/02/invoke-rest-apis-with-the-salesforce-integration-user-and-oauth-client-credentials

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Hi all,

I know I created a thread related to the topic where one of the responses was the use of Data Cloud.

I could not find out if you as user can integrate every kind of data with Data Cloud. I have read some blogs and books talking about Data Cloud, but it seems to be you can only integrate Contacts or Accounts to create a profile in the Data Cloud system. Am I wrong? Can Data Cloud integrate e.g. financial data or other data which is not related to contacts or account into Salesforce?.

 

What about Datorama? is that also another tool that can be used not only for the integration but for harmonization of data?.

 

Guys, I know this is not a very active community, but I would appreciate if experts could share their knowledge to this community.

 

@Data Quality & Management, @Salesforce Administrators & Developers, @Salesforce Administrators and Developers, @* Data 360 *, @Integration

3 answers
  1. Oct 13, 2024, 4:07 PM

    Hello @Lena Wong,

     

    Data Cloud can integrate various types of data, not just Contacts or Accounts. It allows you to harmonize financial data, marketing data, and more, making it versatile for broader use cases. You can connect different data sources to create a unified view of your data.

    Datorama, on the other hand, is focused on marketing data integration and analytics. It helps in harmonizing data from multiple marketing platforms, providing insights and visualizations. Both tools can be valuable for data integration and harmonization, depending on your specific needs. Data Cloud is broader, while Datorama is specialized for marketing data.

     

    Regards

    Sunny Patwa

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Hi Folks-

 

With the new Salesforce API Integration license it's made us reevaluate the current integrations we have and the permissions they need.  Per their guide, Docusign requires the following:

 

  • The integration user must have Salesforce System Administrator access
  • The integration user's Salesforce profile must have the Enable MFA for API logins value set to False

That sounds pretty risky to me.  What do you think?

 

Dan

4 answers
  1. Andrew Russo (BACA Systems) Forum Ambassador
    Mar 27, 2023, 5:56 PM

    NO NO NO any app that says the integration user must have full admin is something I would RUN from... you should ask them to specify exactly what access is needed.

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Hi all,

I am wondering if WhatsApp can be used in digital payment companies and if so, in which cases?.

I can imagine that digital payment companies (e.g. PayPal, Amazon, etc.) can not make use of WhatsApp for helping customers when they have some questions using WhatsApp as this would require customers to send them (Customer Service) sensitive data.

I had the experience of implementing WhatsApp for customer service outside of the business hours but in the retail sector. In digital payment companies they have to be more compliant with certain rules (e.g. GDPR).

Does anyone have such experience or can say if WhatsApp is being used by some digital payment companies even if working with sensitive data?

 

@Data Quality & Management, @Salesforce Administrators & Developers, @Salesforce Administrators and Developers, @Integration, @* Data 360 *

2 answers
  1. Oct 21, 2024, 1:30 PM

    Whatsapp can be integrated with Salesforce for several usecases like below:

    1) To check the account balance using interactive Whatsapp messaging.

    2) Checking the last 10 transactions made from the account.

    3) Checking the status of any scheduled transaction

    4) Making an appointment with the agent.

    5) Requesting for any new service details (like steps for opening a new Demat account)

    Most of these do not include any PIIs. Besides, all the usual usecases of Whatsapp as a marketing tool, like doing promotions and spearding awareness about any offer or event are also possible using Whatsapp. 

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Hi all,

 

I have not worked on integrations yet. I came across with a client, who is using different systems, from where data is going into Salesforce, even data coming from their partners. Which are best practices or how can be the data be harmonized in Salesforce?

 

@Data Quality & Management, @Salesforce Administrators & Developers, @Salesforce Administrators and Developers, @* Sales Cloud - Best Practices *, @* Sales Cloud - Getting Started *, @Integration

 

@Amnon Kruvi, @Michael Brown, sorry for disturbing you, do you have any idea?.

2 answers
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    Sep 29, 2024, 9:24 PM

    Hello @Lena Wong it will depend on the kind of data you retrieve : either just consistency to handle especially when relating records coming from those systems (no duplication of data among the systems or different handled objects, but you will have a hard work to relate those objects because you cannot even use external id because the sources are different), or deduplication and master data management handling / source of truth definition, to know what to do when the same records are updated in different systems. In all cases, you would better spend some time on your mappings, and on your deduplication/harmonization process. You can leverage in standard matching/duplication rules, and scheduled flows / apex jobs to handle some data processing.

    But you could certainly have a look at Data Cloud to handle data harmonization that will allow you to retrieve data from other sources in your salesforce platform, harmonize them, and trigger actions if needed.

    Eric

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We have a number of use cases for Virtualizing data from #Snowflake. As we get started, we can connect, sync, configure multi-column external id... but Validate and Sync only shows Tables, not Views. 

 

How can we use this Salesforce Connect SQL for Snowflake adapter to virtualize Views, which is our primary way we expose our data in Snowflake? 

 

CC: @Ross Belmont

 

#Integration @Integration

 

(PS I thought I posted this yesterday, but I don't see it... sorry of this is a re-post)

7 answers
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