The Salesforce Integration license is a lower-cost alternative to a full Salesforce license for API-only connections. This guide walks through the additional configuration required to use one with Swantide.
Before you start, confirm you have:
Salesforce System Administrator access
One available Salesforce Integration license
This article covers the Integration license setup only. When you're ready to install the package and authorize the connection, see How to Connect an Org to Swantide.
Step 1: Create the User
Go to Setup → Users → New User and fill in:
Field | Value |
User License | Salesforce Integration |
Profile | Salesforce API Only System Integrations |
Your IT or admin team email | |
Username |
Save and complete email verification if prompted.
Step 2: Assign the Permission Set License
Go to Setup → Permission Set Licenses.
Find Salesforce API Integration. Note this is different from "Salesforce Integration," which is the wrong one.
Assign it to the new user.
Step 3: Create the Permission Set
Go to Setup → Permission Sets → New.
Set the License to
Salesforce API Integration. Save.Click System Permissions → Edit and enable these four permissions. They connect Swantide and document your org:
Permission |
Modify All Data |
Customize Application |
Author Apex |
Access Activities |
Note: View All Data, Modify Metadata, View Setup and several others will auto-enable as dependencies, and this is expected.
If you use AI Admin, enable these as well, in the same permission set. They let AI Admin build and deploy every kind of change it plans:
Permission | Lets AI Admin build |
Manage Profiles and Permission Sets | Object and field access on profiles (including Experience Cloud guest profiles), and new profiles, permission sets and permission set groups |
Manage Flow | Flows |
Manage Email Templates | Classic email templates and their folders (Manage Public Classic Email Templates is also needed and turns on with Modify All Data) |
Manage Sharing | Sharing rules |
With this license, AI Admin builds email templates as classic templates. When a design calls for a Lightning email template or a new public group, have a Salesforce admin create that one piece, and AI Admin builds everything around it.
Save, then assign the permission set to your integration user.
Step 4: Connect to Swantide
The integration user will need to set a password before authorizing. Once that's done, follow the standard connection guide to initiate the OAuth flow from Swantide using the integration user's credentials.
Step 5: Verify the Connection
In Salesforce, go to Setup → Connected Apps OAuth Usage.
Click the user count next to the Swantide Connected App.
Confirm your integration user is listed.
Need help? Contact support@swantide.com or reach out to your Swantide Customer Success Manager.