Create a Secure Salesforce API User 


In this Article
Related Articles

About

We recommend that you create a separate Salesforce user account dedicated to FormAssembly.

This allows you to keep your own credentials private and lets you restrict the permissions to the minimum needed by FormAssembly.

Note: To stay up-to-date with the latest on Salesforce security, visit trust.salesforce.com.

Creating a Salesforce API User

To create the user and its permission profile, please contact your Salesforce administrator or refer to the Salesforce documentation:

When you check the API User checkbox, it ensures that you can't use those credentials to actually log into the instance. This is safer, but does cost an additional license.


Salesforce Profile Settings

Whether you use a dedicated user or your own account, the following options must be enabled in your user's profile:

  1. Administrative Permissions Section: Check API Enabled.
  2. Standard Object Permissions Section: Check all the objects that you wish to create using your web form (e.g., Lead, CampaignMember, etc.). 
  3. Login IP Ranges (Optional: if not set, a security token is needed):
     
    Start IP AddressEnd IP Address
    184.173.71.188184.173.71.191
    108.168.203.23108.168.203.23
    50.97.164.16850.97.164.168
    50.97.154.22150.97.154.221
    67.228.213.17067.228.213.174
    50.22.7.7650.22.7.76 
    169.46.2.120
    169.46.2.129
Note: FormAssembly Enterprise customers will have a different range of IP addresses to white-list in their Salesforce interface. If you do not know your IP, email us or chat with us in FormAssembly.

Terms of Service · Privacy Policy