Salesforce API User for SuccessPro Integration

SuccessPro Salesforce API Integration

SuccessPro uses the Salesforce API to:
  • Read Contact and Account-level data for user provisioning
  • Write to Tasks

This API integration requires the following steps:


1. Create an API Integration User

  • Create a Profile with restricted access to your environment and objects
  • Ensure that API Enabled and API Only are checked in the Administrative Permissions section
  • If SuccessPro will be writing Tasks to Salesforce, ensure that Edit Tasks is checked in the General User Permissions section
  • Assign the appropriate object-level permissions for objects that interact with the Connected App or are included in any provisioning SOQL:
    Contact: View All
    Account: View All
    Any in-scope Custom Objects
  • Assign the appropriate Field-Level permissions for Activity Writing:
    Task: Edit Access on in-scope (or all) fields
  • To avoid sync interruptions, set the password to never expire under Password Policies
  • Create a new user
  • Set the User’s Email to  dev@actifi.com 
  • Assign the new User the Profile you created or configured in the previous step


2. Provide ActiFi Access to New User

  • Typically, the creation of this new User will trigger an email to  dev@actifi.com , and our team can reset the password
  • A Salesforce administrator will need to log in as the new API User and reset the security token, which will then be emailed to  dev@actifi.com 
  • Once logged in as the API User, navigate to My Settings -> Personal -> Reset My Security Token


Notes / Troubleshooting

  • SuccessPro can support Login IP Ranges for the API user. If you’d like to enable this, please whitelist the necessary IP addresses to whitelist for Production and Staging. After setting Login IP Ranges, the API user no longer requires a Security Token to log in.
  • Whitelist Ip Addresses
  • "Production"  tenant.actifi.com  IP addresses:
  • 34.207.47.137, 18.215.23.68, 52.7.58.134, 3.84.107.235
  • "Staging"  tenant-dev.actifi.com  IP addresses:
  • 34.238.205.73, 34.236.248.209, 35.153.112.248, 3.84.107.235

  • The API user’s Role, or lack thereof, in the Salesforce hierarchy can impact activity/task writing. If activity owners have a role, please ensure that the API user has a role that is higher than the role of any user who will own the Salesforce activities written via the API user.