Create an Integration User

Always use a dedicated API user for access to Social25. This is crucial as Salesforce is rolling out 2FA.

1. Create a user with a Salesforce user license and Standard User profile. Make sure the user has both a First name and Last name (e.g. 'Integration Social25')

2. Create an 'API user' Permission Set with the following permissions:

   1. Under System Permissions:

      1. API Enabled

      2. Password Never Expires

3. Create a Social25 User Additional Permission Set with these permissions: Permissions Overview Standard Fields

4. Create an ‘Social25 Configuration’ Permission Set with the following permissions:

   1. Under System Permissions:

      1. Modify Metadata Through Metadata API Functions

      2. Customize Application

      3. View All Data

5. Assign the following permission sets all these Permission Sets to the user created in step 1:

   1. Social25 Integration

   2. API user

   3. Social25 User Additional

   4. Social25 Configuration

6. Assign a Social25 License to the integration user you created in step 1(only in Production)

   1. Go to Setup

   2. Go to Installed Packages

   3. Click Manage Licenses next to Social25

Configure Social25

1. Login as the Integration User

2. Go to the Social25 app

3. Select the Configuration tab when this tab is not active

4. Follow the steps in the configuration wizard:
   

Environment Selection

By default only two environments are available to connect with: Production and Sandbox. These refer to the Heroku environment you are using: select Production for Production, or Sandbox for Staging.

It is also possible to connect with our Acceptance or even Development Heroku instances for specific purposes. Please reach out to the Social25 team for instructions on how to do this.

Next Steps

Congratulations, you can now onboard new messaging channels via the wizard!

Please proceed to Use Social25 to understand how your users can use the Social25 chat component.