Salesforce Integration | API access in Salesforce - Zoho Forms

API access in Salesforce

To connect your Salesforce account with Zoho Forms, your Salesforce administrator should enable API access for you. 

To use Salesforce API, your organization must be on one of the following 4 editions (the API is enabled by default):
  • Enterprise Edition
  • Unlimited Edition
  • Developer Edition
  • Performance Edition

Enabling API access in Salesforce by Profile

  1. Click Setup.
  2. Click Manage Users > Profiles.

    Enable API access in Salesforce by Profile
  3. Click Edit next to the specific Profile.

  4. Scroll down to Administrative Permissions and select API Enabled.

    Administrative Permissions

  5. Click Save.
Enabling API Access in Salesforce by Permission Set
  1. Click Setup.
  2. Click Manage Users > Permission Sets.

    Enable API Access in Salesforce by Permission Set

  3. Select the specific Permission Set.

    Select Permission Set
  4. Click System > System Permissions > Edit.
  5. Select API Enabled.

    System Permissi
  6. Click Save.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now




                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • Salesforce Integration

                                                                                                    Table of Contents Overview Integration Setup Supported Field Types Add Input Manually while mapping fields Trigger Actions while pushing form entries Set Alert on Integration Failure Overview With the Zoho Forms and Salesforce integration, you can ...
                                                                                                  • Revoke Access Token

                                                                                                    Access tokens are used to link third-party apps like Dropbox or Microsoft OneDrive with your Zoho Forms account. At any point, if you wish to unlink your Zoho Forms account from these third-party apps, you can remove the access tokens given by these ...
                                                                                                  • Google Sheets Integration

                                                                                                    Overview If you are looking to automate storing your form responses in a sheet and save the time spent on manual entry of form data into the sheet, you can use the Zoho Forms - Google Sheets integration. With this integration, your form responses ...
                                                                                                  • Zoho Sheet Integration

                                                                                                    Overview If you are looking to store your form responses in a sheet and save the time spent on manual entry of form data into the sheet, you can use the Zoho Forms-Zoho Sheet integration. With this integration, your form responses will automatically ...
                                                                                                  • Revoke Connected Salesforce Account

                                                                                                    Once you revoke, all your form's Salesforce integrations that are linked to this Salesforce account will no longer function. If you wish to remove the existing Salesforce account connected with your Zoho Forms account and connect it with a different ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources