---
title: "Creation of an Integration User"
slug: "creation-of-integration-user"
updated: 2025-10-20T14:33:40Z
published: 2025-10-20T14:33:40Z
canonical: "docs.saasify.ai/creation-of-integration-user"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.saasify.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Creation of an Integration User

### **In this Article**

- Create a Permission Set for Opportunity Read Access
- Create an Integration User
- Assigning Permission Sets to the Integration User

This article provides a detailed explanation on how to create an integration user and assign permissions in Salesforce.

## Create a Permission Set for Opportunity Read Access

Follow the steps below to create a Permission Set for Opportunity Read Access in Salesforce:

1. Login to Salesforce as **System Administrator**
2. Navigate to **Setup** (Gear icon) Click on **Setup**
3. In the Quick Find, search for **Permission Sets**
4. Click on Permission Sets
5. ​Clieck on **New**
6. Provide the Label as ’Opportunity Read Access’. API Name will be auto-populated.​
7. Click on **Save**
8. You’ll be directed to the newly created Permission Set Overview page. From here, click on Object Settings
9. Search for Opportunities in the Search bar.
10. ​Click on Opportunities.​
11. Now, click on Edit.​
12. Enable the checkbox for the Read permission.​
13. Click on Save.
14. You can now see that the Read permission is enabled for the Permission Set ‘Opportunity Read Access’.​
15. Let’s enable the System Permission ‘API Enabled’ for this Permission Set. Click on Permission Set Overview.​
16. Scroll-down to the System Section.​
17. Click on System Permissions.​
18. Click on Edit.​
19. Scroll down to locate the API Enabled permission.​
20. Enable the checkbox for ‘API Enabled’.​
21. Click on Save.​
22. You will see a pop-up titled Permission Changes Confirmation. Review the details and then click on Save to confirm the changes.​​

## Create an Integration User

Follow the steps below to create an Integration User:

1. Navigate to Setup (Gear icon). Click on **Setup**.​
2. In the Quick Find, search for Users.​
3. Click on Users.​
4. Click on New User.​
5. For the First Name, enter ‘Integration User’. For the Last Name, enter ‘SaaSify’.
6. The Alias field will be auto-populated.
7. Provide the Email ID. This is the primary email address where you will receive system notifications from Salesforce
8. For the Username, provide a value as per your organization’s naming convention or requirement.​
9. For the User License, select ’Salesforce’ from the list.​
10. For Profile, select ‘Minimum Access - Salesforce’.​
11. Scroll-down the page. Click on Save.​
12. The Integration User has now been created. Please make a note of the Username, as it will be required later when creating the External Client App

## Assigning Permission Sets to the Integration User

Follow the steps below to assign Permission sets to the Integration User:

1. Navigate to Setup (Gear icon). Click on **Setup**.​
2. In the Quick Find, search for Users.​
3. Click on Users.​
4. Click on the Username.​
5. Click on Permission Set Assignments.​
6. Click on Edit Assignments.​
7. In the Available Permission Sets, search for ‘SaaSify Admin’. Click on Add. ​
8. ​The ‘SaaSify Admin’ Permission Set has now been added and is visible under ‘Enabled Permission Sets’.​
9. Search for ‘Opportunity Read Access’ in the Available Permission Sets.​
10. Click on Add.​
11. Both the ‘SaaSify Admin’ and ‘Opportunity Read Access’ Permission Sets have now been added to the Integration User.​
12. Click on Save.​