Understanding and Using Salesforce Integration Licenses

Overview

When setting up an integration that requires a dedicated integration user, Practifi Administrators can use the Salesforce Integration license. This special license type allows you to grant API access without having to use a Salesforce or Salesforce Platform license. This article explains Salesforce Integration licenses and directs you to resources on how to use them.

• About Salesforce Integration Licenses
• Viewing Available Salesforce Integration Licenses
• Additional Resources

About Salesforce Integration Licenses

Salesforce introduced the Salesforce Integration license type in their Spring '23 release. Here's what you should know about Salesforce Integration licenses:

• Practifi organizations include five Salesforce Integration licenses by default.
• The Salesforce Integration license grants its user access to Practifi data and features only through an API.
• The Salesforce Integration license should be used in conjunction with the Minimum Access - API Only Integrations profile.
• It is a best practice to dedicate a separate user and license to each integration.

Viewing Available Salesforce Integration Licenses

You can view how many Salesforce Integration licenses are available in your Practifi instance on the Company Information page in Salesforce Setup.

Additional Resources

To learn more about using Salesforce Integration licenses, please see the following:

• Salesforce Release Notes: Assign the New Salesforce Integration User License to Grant API Only Access
• Salesforce Help: Give Integration Users API Only Access