Create an integration user

You need to create an integration user in Salesforce.com.

About this task

Note: After creating an integration user, you need to add the user's ID and password to the yfs.properties_ycd_ext.in file. For additional information about configuring the yfs.ycd.sfdc.<EnterpriseCode>.userid and yfs.ycd.sfdc.<EnterpriseCode>.password properties, refer to the topic, Configuring Sterling Properties.

To create an integration user:

Procedure

  1. Login to your Salesforce.com account.
  2. Navigate to the Users screen.
  3. The All Users screen is displayed. Click New User.
  4. In the User Edit screen, enter the user details.

    Notes:

    • The profile that the user is assigned to must have Read/Create/Edit access on the SciQuote object, Read/Edit access on the Opportunity object, and Read access on Pricebook2 and Product2.
    • The profile needs to have been granted access to the Web service class. This is accomplished by navigating to the Security screen (SciQuotingHelper row).
  5. Click Save.
Parent topic: Overview of the IBM Sterling Configure, Price, Quote solution