Authorize Data Integrity

Create a User

We recommend that you create a dedicated user with a Salesforce user license and Standard User profile that isn't tied to a specific person. If you plan to use an existing user, move on to the next section to set up permissions and authorize the Data Integrity application.

1. Click , then click Setup.

2. From Setup, click Users, then Users.

3. Click New User.

4. Enter the user's name and email address and a unique username in the form of a email address. By default, the username is the same as the email address. Use an email that you can access to reset the password.

5. We recommend selecting the Salesforce User License and Standard User Profile.

6. Enter additional information as needed. For help, see Add a Single User in Salesforce Help.

7. Select Generate new password and notify user immediately to have the login name and a temporary password emailed to you.

8. Click Save.

9. Reset the temporary password for the new user, then log out.

10. Log back in to your administrator account.

11. Continue to the next section.

Set Up Admin User Permissions

Create a permission set for your Salesforce Admin to configure and manage Data Integrity.

1. Click , then click Setup.
2. From Setup, click Users, then Permission Sets.

3. Click New.

4. Give the Permission Set a label, then click Save.

5. From the new Permission Set, click Apex Class Access.

   1. Click Edit.

   2. Select Insights__ApiEndpointUpdater, then click Add.

   3. Select Insights_AddressEstimator, then click Add.

   4. Select Insights__CampaignListRetriever, then click Add.

   5. Click Save.

   6. Click Permission Set Overview to return to the Permission Set.

6. Click System Permissions.

   1. Click Edit.

   2. Select Send Email, Modify All Data, and API Enabled. Selecting these will enable other required permissions; hover over the information icon for details.

   3. Click Save, then click Save again.

7. Click Manage Assignments.

   1. Click Add Assignments.

   2. Select the Data Integrity user, then click Assign.

   3. Click Done.

8. Continue to the next section.

Verify Your Remote Site Settings

Make sure that remote site settings are active. If they aren't, activate the end point.

1. Click , then click Setup.
2. From Setup, search and click Remote Site Settings.
3. Verify that ApiEndpoint_frf is active.
4. Continue to the next setting.

Authorize Data Integrity

Follow these steps to authorize—or reauthorize—Data Integrity's access to your Salesforce org.

If you still see the Not Authorized message, verify that your license is valid and has a currently-active start date. Contact Salesforce Support if you need help.

1. From the App Launcher , find and select Data Integrity. You'll see a Not Authorized message until you complete the authorization.

2. Click Authorize. 

3. Enter the username and password for the Data Integrity user.

4. Click Log in to Salesforce.

5. Click Allow.