Accelerate the Value of Data

Create the Salesforce service account profile

Learn how to create the Salesforce service account profile.

RIH recipes need a dedicated service account user with a specific set of permissions to be able to run related Salesforce services.
To create a Salesforce service account profile:
  1. Log into your Salesforce account.
  2. Go to the Setup page.
  3. Select Administration > Users > Profiles.
  4. Select New to create a new profile.
  5. In the Existing Profile field, select Standard User.
  6. In the Profile Name field, enter RIH Service Account.
  7. Select Save. A new profile is created.
  8. Edit the profile.
  9. In the Flow and Flow Orchestration section, select the Manage Flow and Run Flows checkbox.
  10. Save the profile.
    Note: Ensure the following system permissions are copied from the standard user profile: Access activities, Allow access to customized actions, Manage data integrations, View Setup and Configuration, Apex REST Services, Edit events, API enabled, Edit tasks, and Send outbound messages.