Configuring Custom Integration Profiles
To grant data sync and integration permissions to users who do not have the System Administrator profile in Salesforce, you can create custom profiles. When you create a new custom profile in Salesforce, you are prompted to select an existing profile to clone. If you select the System Administrator profile, the newly created custom profile has the required permissions and settings for real-time sync, and you can then remove any permissions that you do not want to assign to the new profile. However, if you select another existing profile to clone, for example, Standard User, you must configure settings and permissions. Follow the steps in this procedure to configure a custom profile cloned from the Standard User profile.
To configure custom integration profiles:
1. In Salesforce, on the Setup page, in the left pane, click > > , and then in the Profiles list view, in the top left corner, click New Profile.
2. On the Clone Profile page, complete the fields as follows, and then click Save.
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Field
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Value
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Existing Profile list
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Standard User
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Profile Name
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The name you want to use for the new profile.
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3. On the settings page for the newly created profile, click Edit, and then under Connected App Access, select the ServiceMax Service Board check box.
4. Under Standard Object Permissions and Custom Object Permissions, configure the object-level and field-level permissions listed in the table in Appendix C: Access and Permissions.
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Under Custom Object Permissions, be sure to configure View All and Modify All permissions for the SB Queue Inbound and SB Queue Outbound objects.
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5. Under Platform Event Permissions, configure Read and Create access for the Service Board platform event, and then in the left pane, click > > > .
6. In the Connected Apps list view, in the ServiceMax Service Board row, click Edit.
7. On the Connected App Edit page, under OAuth Policies, confirm that the IP Relaxation field value is set to Enforce IP restrictions, and then do one of the following:
◦ If the field value is Enforce IP restrictions, click Cancel and then navigate back to the settings page for the newly created profile.
◦ If the field value is not Enforce IP restrictions, click Cancel and skip the next step.
8. On the settings page for the newly created profile, under Login IP Ranges, click New, and then on the Login IP Ranges page, complete the fields as follows and click Save.
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Field
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Value
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|---|---|
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Start IP Address
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0.0.0.0
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End IP Address
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255.255.255.255
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9. After you assign the newly created custom profile to the integration user, if real-time sync does not function properly, do one of the following:
◦ Run the Global Reinit EMP Service operation on the Service Board side.
◦ Restart the tenant.