Using Salesforce Integration User Licenses with Soapbox Engage

Salesforce announced in September 2022 that they would be offering free Salesforce Integration User licenses.  This makes it possible to integrate Soapbox Engage with Salesforce without using a paid Salesforce user license (i.e. Sales Cloud license, etc).  Here's the steps to use this license with Soapbox Engage.  Many thanks to Michael Kolodner for his extensive reference article on the topic of using the Salesforce Integration User license, which we reference through this article.

Create Salesforce Integration User

1. Create a user with the Salesforce Integration user license and the profile: Salesforce API Only System Integrations. (Or modify an existing user to have this license and profile.)

2. In that user record, under Permission Set License Assignments, assign the "Salesforce API Integration" Permission Set License.
3. Create a Permission Set
   1. Click New
   2. Label: Salesforce API User
   3. (Optional) Enter a Description
   4. Click Save
   5. Update Permission Set Settings
      1. Under System Permissions, check:
         1. Password Never Expires
         2. API Enabled
         3. Waive Multi-Factor Authentication for Exempt Users
         4. Manage Package Licenses
      2. Under Object Settings, open the following Objects and select all checkboxes for Record Type Assignments, Object Permissions, and Field Permissions (Create, Read, and Edit Access):
         1. Account
         2. Address
         3. Affiliation
         4. Attendance (if using Soapbox Engage Events app or Classes App)
         5. Campaign
         6. Campaign Member
         7. Contact
         8. GAU Allocation
         9. General Accounting Unit
         10. Lead
         11. OLI Temps (if using Soapbox Engage Shop App)
         12. Opportunity
         13. Payment
         14. Price Book Entries (if using Soapbox Engage Shop App)
         15. Price Book (if using Soapbox Engage Shop App)
         16. Products (if using Soapbox Engage Shop App)
         17. Recurring Donation
         18. Ticket (if using Soapbox Engage Events app or Classes App)
         19. Ticket Temp (if using Soapbox Engage Events app or Classes App)
4. Assign newly created Permission Set to API user
5. Enter credentials into Soapbox: Adding or updating your Salesforce credentials in Soapbox

Marketing User Checkbox

In Salesforce, the Integration User plays a crucial role in facilitating communication between with external applications like Soapbox Engage, which relies on campaign creation. For a user to create campaigns in Salesforce, the Marketing User Checkbox must be checked.

To enable this use the following steps:

1. In Salesforce Setup navigate to Users
2. Select the Integration User
3. Click Edit
4. Find the checkbox next to "Marketing User" and make sure that is selected

If you are unable to apply this change to the Integration User check out this support article for more information: Troubleshooting Marketing User Checkbox for Integration User