When deciding on how to connect Salesforce, there are two approaches to granting Grata the permission needed for connection.
a System Admin (this could be a regular Salesforce user, such as yourself)
an integration user in Salesforce
While option #1 is the simpler approach, option #2 is our best practice recommendation, as all API activity will be done by the integration user— thus providing Salesforce admins with increased visibility, traceability, and control over security for managing an external system.
Minimum API Access User
Grata's best practice uses the Minimum API Access standard profile from Salesforce. Our solution aligns with the Principle of Least Privilege.
To create this user in Salesforce, you can follow our User & Permissions Guide.
Reach out to Grata for more assistance with this option.