För att låta det hanterade paketet Salesforce Spiff Provision Estimator arbeta med data i Salesforce, skapa Client ID och Client Secret-säkerhetsuppgifter i Spiff. Ange sedan dessa inloggningsuppgifter i Salesforce.
| Tillgängliga i: både Salesforce Classic (inte tillgängligt i alla organisationer) och Lightning Experience |
| Tillgängliga i: Enterprise, Unlimited och Developer Edition |
| Tillgängliga mot en tilläggskostnad i: Professional Edition med Web Services API aktiverat |
| Användarbehörigheter som krävs för att | |
|---|---|
| Hantera API-åtkomst i Spiff: | En användarroll för Spiff med denna behörighet påslagen. OAuth-integreringar: Hantera |
| Hantera Spiff Connect-appen i Salesforce: | (Salesforce) Behörighetsuppsättningen Spiffkommissionsadministratör |
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