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Overview

The Salesforce integration allows Wolfia to automatically import customer information from your Salesforce instance. This integration pulls account and opportunity data to provide context when responding to security questionnaires and RFPs.

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What we sync

  • Account information including company details
  • Opportunity data and metadata
  • Read-only access to ensure data security

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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 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 to read Account and Opportunity objects.
  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 (should be checked automatically)
    • View 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
    • View All Records Edit Opportunities Permissions
  8. 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 and View All Records permissions
    • Opportunity with Read and View All Records permissions

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Security considerations

  • The integration user has read-only access to Accounts and Opportunities
  • No ability to modify, delete, or create data in Salesforce
  • Uses secure API authentication with username, password, and security token
  • All data transmission is encrypted using HTTPS

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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” for both Accounts and Opportunities
  • 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 both Account and Opportunity objects have Read and View 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.