The user integrating the Salesforce account needs at least a "read access" to complete the integration. Below are the steps to integrate-
1.) Once you log inside Factors.AI app, go to "Settings" (the fourth icon on the left bar) as highlighted in the image below:
2.) Once you are in "Settings", click on "Integrations" (the fourth option on the list of options) as highlighted in the image below:
3.) Once you are in the Integration tab, do the following:
- Select the ‘Enable using Salesforce’ button
- Log in to your Salesforce account & verify the identity
- The integration has been completed. To verify, go back to the Factors integration tab & view the Salesforce integration section where the message ‘Account Connected’ should be displayed.
Here's a GIF taking you through it:
