How to Enable API Access in Salesforce

January 11, 2023

To successfully integrate Jotform and Salesforce, you have to make sure API access is turned on in your Salesforce account, not just Jotform. Salesforce editions that enable API access are:

  • Enterprise Edition
  • Unlimited Edition
  • Developer Edition
  • Performance Edition

You can also check out Salesforce’s help pages about API access for more information. 

How to Enable REST API in your Salesforce Profile

  1. Login to your Salesforce account and go to Setup.
Image of Salesforce's homepage with an arrow pointing to the setup dropdown on the top-right side of the page.
  1. In the Setup page, go to Users on the Quick Menu on the left side of the screen. Click Profiles.
image of Salesforce's Setup page with an arrow pointing to the Profiles side of the screen.
  1. Then click Edit on the profile you’d like to grant API access for.
List of User Profiles in a Salesforce account. An arrow is pointing to the Edit button

Note: You can only grant API permission to custom profiles. If you need to grant API access to a profile with custom settings, clone the profile and edit that version. 

  1. Scroll down to the Administrative Permissions heading and check the box that says API Enabled
Image of Administrative Permissions sets with a blue checkbox next to API Enabled.

How to Enable REST API for a Permission Set

  1. In Setup, click on Permission Sets, it’s in the Quick Find menu on the left under Users.
  1. Click on the permission set you want to grant API access to. 
Image of Permission Sets in a Salesforce Profile.
  1. Scroll down to the System heading and click System Permissions.
Image of a Salesforce profile with an arrow pointing to System Permissions.
  1. Then click Edit.
Image of System Permissions with an arrow pointing to the edit button in the middle of the screen.
  1. Scroll down to the option that says API Enabled and click the check box next to it. Then click Save.
Image of system permissions with an arrow pointing to the API Enabled option in the middle of the screen.

If your Salesforce account doesn’t have API access permissions, you should get the following error message:

Error message stating 'The REST API is not enabled for this organization.

How to Enable Object Access

If you can’t see the objects you need to integrate with, you can enable access by going back to your profile settings. 

  1. Go back to the Setup Home page and click Profiles.
Profiles page in Salesforce with an arrow pointing to the Profiles link on the left side of the page.
  1. Click Edit and then scroll down to Standard Object Permissions and click Read, Create, Edit, Delete, View All, and Modify All for the objects you want to be able to access.
Image of a list of Standard Object Permissions

You can enable Object Permissions with any of these objects, but the most common ones we’ve found are Accounts, Campaigns, and Opportunities. Click Save so you can access your required objects when it’s time to integrate Jotform with Salesforce.

Was this guide helpful?
Contact Support:

Our customer support team is available 24/7 and our average response time is between one to two hours.
Our team can be contacted via:

Support Forum: https://www.jotform.com/answers/

Contact Jotform Support: https://www.jotform.com/contact/

Send Comment:

Jotform Avatar
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Comment:

Podo CommentBe the first to comment.