The LeanData Integration User is the user of record for actions performed in the LeanData scheduled job. The integration user can be the same user as the token user, or API user, but they do not need to be the same user. The integration user must have the LeanData Custom Objects Permission Set.
Please Note: The LeanData Integration User is not necessarily the User who authorized the Salesforce token. To Authorize a Salesforce Token, please see the article: LeanData Admin - Token Authorization Guide.
Example: Steve is the Salesforce admin for GW Developing, a software company. The salesforce user that setup LeanData and is listed as the integration user, has left the company. In order to avoid issues with having an integration user tied to a Salesforce user no longer with the company, Steve decides to change the integration user to the Director of Marketing. Steve will log in to Salesforce as the director of marketing and restart the LeanData scheduler job.
To Change the LeanData Integration User
- Log into Salesforce with the new user to be assigned as LeanData Integration user and navigate to the LeanData App.
- From the side menu, navigate to Admin > Settings.
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On the General tab, in the LeanData Job Scheduler section, click the Restart Scheduler button. Since you are logged in as the new integration user this user will now be the integration user of record.
- Please Note: the Integration User needs to have the Modify All permission in Salesforce in order to be able to restart the Scheduler. Once the Scheduler has been started, you may revoke the Modify All permission for the Integration User.
Questions? Contact LeanData Support