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Documentation Index

Fetch the complete documentation index at: https://support.affinity.co/llms.txt

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How-to — task-oriented recipe.
Before enabling your integration with Affinity, you’ll need to make sure you have a Salesforce user in place with the correct permissions.

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Quick Setup

If you’re looking for a quick setup or planning to set up in Sandbox, choose or create a user with the System Administrator profile.
  • This will allow our integration to interact with all of the necessary Salesforce Objects and Fields.
  • Use this System Administrator user in the authentication step of the Affinity Integration setup.

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Extended Setup

For a more secure setup, start by creating a new permission set called Affinity Integration and set the License Type to Salesforce API Integration.
  1. Start by assigning full Read/Write Access to all fields on these Objects:
    1. Accounts
    2. Contacts
    3. Opportunities
    4. Affinity Connections
    5. Leads
  2. Next, assign the following System Permissions:
    1. Access Activities
    2. API Enabled (this check may not be visible if you’re using the API Profile)
    3. View Setup and Configuration
    4. Edit Tasks
    5. Edit Events
    6. View All Users
    7. View Roles and Role Hierarchy
    8. Modify Email Messages
    9. Download AppExchange Packages - Checking this will enable many other permissions which are all dependent on this, we require these permissions purely to check the version of our app.
Optional: Modify All Data / View All Data (assigning both of these permissions will allow you to skip steps below, but give the user greater access) 11. Optional: Password Never Expires (we recommend enabling this to prevent password expiry and re-authentication) 12. Disable: MFA for Logins (we recommend keeping this disabled to make it easier to authenticate this user) 3. Next, navigate to the Profile you plan to use for this Integration user, we recommend using the standard “Minimum Access - API Only Integrations” profile. Under Field Level Security, make sure this profile has read and edit access to ALL fields for these objects:
  1. Tasks
  2. Events
  3. Email Messages
  4. The final step is to create the Integration User with the following details: 1.
Name: Affinity Integration User 2. Email: Ideally a unique email address that you will be able to sign into when authenticating this integration from Affinity 3. User License: Salesforce Integration (or Salesforce if using a separate profile or System Admin) 4. Profile: Minimum Access - API Only Integrations (or your own custom profile or System Admin) 5. Once the Integration User is created, assign them the Affinity Integration permission set that we created above. 1. Note: Do not use the “Affinity User” Permission set, as this is intended for actual Salesforce users 6. Now that you have the Integration User created with the right permissions, you can use them to authenticate the Affinity Integration in the next setup step.