The LeanData Integration User is the user of record for all actions performed in LeanData. The integration user is usually the same as the token user, or API user. The token user, or API user, is required to create a communication channel between LeanData and Salesforce. The token user is usually the same as the LeanData Integration User. Any 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: How do I Authorize a Salesforce Token for LeanData?
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.
- On the side menu, click on Admin to expand the menu.
- Click on Settings → Click on Restart Scheduler. Since you are logged in as the new integration user this user will now be the integration user of record.
Please Note: We strongly suggest contacting support before changing any settings in the admin section of LeanData.
Questions? Contact LeanData Support