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Why is my Salesforce integration not working?

Troubleshoot common causes of a failed Salesforce integration

Make sure you're not using the free version of Salesforce — it does not integrate with MyRepChat.

Some Salesforce accounts haven't enabled API access, which can prevent your contacts from syncing into MyRepChat. If you're having trouble, try the steps below.

These steps must be performed by your Salesforce Administrator.

How Do I Enable API Access by Profile?

  1. Click Setup.
  2. Click Manage Users > Profiles.
  3. Click Edit next to the specific profile.
  4. Scroll to Administrative Permissions and check API Enabled.
  5. Click Save.

How Do I Enable API Access by Permission Set?

  1. Click Setup.
  2. Click Manage Users > Permission Sets.
  3. Select the specific permission set.
  4. Click System > System Permissions > Edit.
  5. Check API Enabled.
  6. Click Save.