Note: You must be logged in with admin credentials to complete the steps below.
This article helps admins create and configure a dedicated Salesforce Integration User, typically used for third-party integrations like HubSpot.
Step 1: Go to Setup
Click the gear icon in the top-right corner of Salesforce and select Setup.
Step 2: Create a New User
In the Quick Find box, type Users and select Users.
Click New User.
Fill in the required user details.
Step 3: Select License and Profile
Under User License, choose Salesforce Integration.
For Profile, select Salesforce API Only System Integrations.
Click Save.
Step 4: Assign a Permission Set License
On the user’s detail page, scroll to Permission Set License Assignments.
Click Edit Assignments.
Assign the appropriate license, such as Salesforce API Integration (e.g., for HubSpot).
Click Save.
Licensing and Cost
Salesforce Enterprise, Performance, and Unlimited editions include 5 free Salesforce Integration User Licenses.
You can setup up to 5 dedicated integration users without any additional licensing costs.