Salesforce
To successfully connect elvex to Salesforce via OAuth, specific API permissions must be enabled for the user attempting the connection. If these permissions are missing, you may encounter errors such as "The Single Sign-On Gateway Url is invalid" or generic connection failures.
Required Permissions
Ensure the following permissions are enabled for the user profile to allow proper functionality.
1. Enable "API Enabled" Permission
The "API Enabled" permission is required for the user to execute API calls and establish the connection.
Log in to Salesforce as an Administrator.
Go to Setup.
In the Quick Find box, enter
Profilesand select Profiles.Select the profile of the user who is trying to connect.
Click Edit.
Scroll down to the Administrative Permissions section.
Check the box next to API Enabled.
Click Save.
For more information, refer to the Salesforce documentation on User Profile permission descriptions.
2. Enable "Approve Uninstalled Connected Apps" Permission
The "Approve Uninstalled Connected Apps" permission is required for users to authorize connected apps (like elvex) that are not installed directly in the Salesforce org.
Log in to Salesforce as an Administrator.
Go to Setup.
Navigate to the user's profile or a permission set assigned to the user.
Locate the System Permissions.
Find and enable Approve Uninstalled Connected Apps.
Click Save.
For more details on this permission and connected app security, see the Salesforce resource on Connected App Usage Restrictions.
