Connecting & Authorizing TruSales
To connect your TruSales instance with your Salesforce environment you will need to use an “integration user” that has the proper permissions TruSales needs to communicate with your Salesforce environment.
Please review the following for the minimum necessary Salesforce permissions: click to review.
You will need an “authorization URL” from Primary Intelligence for the integration user. You will use the authorization URL to authorize and connect TruSales with your Salesforce instance.