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Overview

The Salesforce integration allows Wolfia to sync customer information with your Salesforce instance. This integration enables bidirectional data flow for accounts, opportunities, and leads to provide rich context when responding to security questionnaires and RFPs, while also updating Salesforce with relevant information.

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What we sync

  • Accounts – Company details and information (read and write)
  • Opportunities – Deal data and metadata (read and write)
  • Leads – Prospect information and status (read and write)

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Prerequisites

Before setting up the integration, you’ll need:
  • Admin access to your Salesforce instance
  • Ability to create permission sets and users in Salesforce

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Setup instructions

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Step 1: Create a permission set

First, we’ll create a dedicated permission set for the Wolfia integration with the necessary read and write permissions.
  1. Navigate to Setup → Users → Permission Sets
  2. Click New to create a new permission set Permission Sets List
  3. Fill in the following details:
    • Label: Wolfia Integration
    • API Name: Will auto-populate
    • Leave other fields as default
    Create Permission Set Form
  4. Click Save to create the permission set Permission Set Created

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Step 2: Configure object permissions

Now we’ll grant the necessary permissions for Accounts, Opportunities, and Leads.
  1. In the permission set, navigate to Object Settings Object Settings List
  2. Select Accounts from the list Accounts Object Permissions
  3. Click Edit to modify permissions
  4. Under Object Permissions, enable:
    • Read
    • Create
    • Edit
    • View All Records
    • Modify All Records
    Edit Accounts Permissions
  5. Click Save to apply the changes
  6. Return to Object Settings and select Opportunities Opportunities Object Permissions
  7. Click Edit and enable the same permissions:
    • Read
    • Create
    • Edit
    • View All Records
    • Modify All Records
    Edit Opportunities Permissions
  8. Click Save to apply the changes
  9. Return to Object Settings and select Leads
  10. Click Edit and enable:
    • Read
    • Create
    • Edit
    • View All Records
    • Modify All Records
  11. Click Save to apply the changes

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Step 3: Create an integration user

Next, we’ll create a dedicated user for the API integration.
  1. Navigate to Setup → Users → Users
  2. Click New User to create a new user
  3. Fill in the required information:
    • Email: Use a dedicated email for this integration
    • Username: Must be unique (e.g., wolfia-integration@yourcompany.com)
    • User License: Select Salesforce Integration
    • Profile: Select Salesforce API Only System Integrations
    Create New User Form User Profile Selection
  4. Click Save to create the user

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Step 4: Assign the permission set

Now we’ll assign the Wolfia Integration permission set to the newly created user.
  1. After creating the user, you’ll be on the user detail page User Detail View
  2. Scroll down to Permission Set section and select Permission Set Assignments tab User Permission Sets Section
  3. Click Add and Search for Wolfia Integration in the available permission sets Permission Set Assignment Search
  4. Select Wolfia Integration and click Add to move it to Enabled Permission Sets Add Permission Set
  5. Click Save to assign the permission set Save Permission Assignment

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Step 5: Verify permissions

Finally, let’s verify that the permissions are correctly configured.
  1. Navigate to the User Access Summary section User Access Summary
  2. Click on the Object Permissions tab Object Permissions Tab
  3. Verify that you can see:
    • Account with Read, Create, Edit, View All Records, and Modify All Records permissions
    • Opportunity with Read, Create, Edit, View All Records, and Modify All Records permissions
    • Lead with Read, Create, Edit, View All Records, and Modify All Records permissions

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Security considerations

  • The integration user has read and write access to Accounts, Opportunities, and Leads
  • Enables bidirectional data sync for enriched context and workflow automation
  • Uses secure API authentication with username, password, and security token
  • All data transmission is encrypted using HTTPS
  • No delete permissions to prevent accidental data loss

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Troubleshooting

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Common issues

Connection failed
  • Verify the username and password are correct
  • Ensure the security token is appended to the password
  • Check that the instance URL is correct
No data syncing
  • Verify the permission set includes “View All Records” and “Modify All Records” for Accounts, Opportunities, and Leads
  • Ensure the permission set is assigned to the integration user
  • Check that the user profile is set to “Salesforce API Only System Integrations”
Permission denied errors
  • Review the Object Permissions in the User Access Summary
  • Ensure Account, Opportunity, and Lead objects have Read, Create, Edit, View All Records, and Modify All Records permissions

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Support

If you encounter any issues during setup, please contact Wolfia support or consult your Salesforce administrator for assistance with permission configuration.