This article is for users of the Salesforce integration with MeetMax.

As you’re adding users in Salesforce who will access your MeetMax sandbox instance, your security policy might dictate that they not have full System Admin access.

This is the process in Salesforce to assign limited permissions to these users.

Step 1. Create the user (or users), using these criteria:

  • Set User License to Salesforce Integration.

  • Set Profile to Minimum Access - API Only Integrations.

Step 2. On the User Setup page, head to Permission Set Assignments. Assign a permission set.

If you don’t already have a permission set created in Salesforce, you might need to create one for this step. Use the criteria in Step 3 below.

Step 3. In your permission set, enable Read access for all API Objects (Client(Account)/Campaign/Contact).

Step 4. Head to the App Manager. Open the app you’re using for the MeetMax integration. Make sure these default boxes are checked:

  • Require Secret for Web Server Flow

  • Enable Client Credentials Flow

  • Enable Authorization Code and Credentials Flow

Step 5. Head to the top of the app settings page. Click Manage.

Step 6. Set the Permitted Users option to Admin approved users are pre-authorized.

Step 7. In the Profiles section, add the user profiles that need access to the MeetMax integration.

As a reminder, each Profile should be set to Minimum Access - API Only Integrations. If you’re not sure this setting is in place, click Manage Profiles to verify.