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Integration User -- Best Practices

  • April 28, 2023
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Lizzie Rupp
Clari
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Q: What is our best practice advice for assigning the Clari Integration user?

A: We highly recommend assigning a Salesforce dummy user as the dedicated integration user. ex. ClariIntegration@afcrichmond.com

 

Q: We had assigned a Sales ops person as the integration user.  We need to change this. Help! What do we do? 

A: Make sure the new integration user has equal or greater access to everything that the previous user had. Reach out to our support team and open a ticket. We advise that there should be minimal downtime as we make the switch. Our integration user is only used for RevDatabase load, so end users won't have many problems.

https://claricommunity.force.com/customer/s/article/Clari-Integration-User