How to integrate to Salesforce instance with identity user profile instead of System Admin user profile

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    janelin6102
    Asked on December 10, 2020 at 05:07 PM

    Hi Jotform support team, we want to grant partner access to integrate into our Salesforce org via your integration, but the "standard user"or "identity user" profiles cannot work.

    Does the Salesforce login credentials in integration have to be "System Administrator", or it can also be other user profiles? Because we have limited number of licences in our Salesforce org. Thank you very much.

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    Welvin
    Answered on December 10, 2020 at 09:18 PM

    It has to be the main account, so yes, the system administrator. You only need to connect it once to your account. All other forms can use the same account when integrating.

    Thank you.

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    Jane654321
    Answered on December 11, 2020 at 04:40 PM

    Hi Welvin, can I ask why the System Admin profile is required in the integration? What options within the System Admin profile are required in the integration between Salesforce and Jotform?

    We are using Enterprise Edition and all of the user profiles are already "API access Enabled". We need this integration for a partner and giving them System Admin access seems like a security issue for us.

    Thanks!

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    jonathan
    Answered on December 11, 2020 at 07:54 PM

    We apologize for inconvenience. Beside having the access to API, special permission and access to features to enable the integration requires the Admin account in Salesforce.

    https://help.salesforce.com/articleView?id=basics_understanding_administrator.htm&type=5

    We need this integration for a partner and giving them System Admin access seems like a security issue for us.

    I am sorry but I am confused by this. Can you please clarify that the Salesforce account does not belong to you but to the partner? The Salesforce account owner is normally the Admin account.

    It is also possible to setup multiple Admin account in Salesforce.

    We will wait for your updated response.