To connect your Salesforce account with Zoho Survey, your Salesforce administrator should enable the below recommended permissions for you.

1. Enable API access -  Allow API access to connect Zoho Survey to Salesforce

2. Create, Read, Update, and Delete for certain fields and objects - Enable these permissions for any fields and objects you’re mapping responses to.

To use Salesforce API, your organization must be accessible to use one of the following Salesforce editions (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.
   
   

3. Click Edit next to the specific Profile.
   
   

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

5. Click Save.

Enabling API Access in Salesforce by Permission Set:

1. Click Setup.

2. Click Manage Users > Permission Sets.
   

3. Select the specific Permission Set.
   

4. Click System > System Permissions > Edit.

5. Select API Enabled.
   

6. Click Save.

Enabling Objects Permission in Salesforce:

1. Click Setup.

2. Click Manage Users > Profiles

3. Click Edit next to the specific Profile.

4. Scroll down to Standard and Custom Objects Permissions and enable all permissions for objects.

Note

If you have not enabled API access in Salesforce, the below error message will be received in Zoho Survey (while you are trying to integrate the survey with Salesforce).