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Prerequisites

Before connecting Salesforce to Seam, ensure you have:
  1. A Salesforce Account with Enterprise access or API quota purchased
  2. (Optional) A dedicated Salesforce user for Seam integration

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Configuration Steps

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Step 1: Create a Dedicated Salesforce User (Optional)

While you can connect Salesforce using any user with read and write permissions, we recommend creating a dedicated integration user for better security and tracking.
1

Access Setup

Log into Salesforce with an admin account. Click the gear icon in the top right, then click Setup.
2

Create New Profile

In the left navigation bar, go to Administration > Users > Profiles. Click New Profile.
  • Profile Name: Enter Seam Integration User
  • Click Save, then click Edit
3

Configure Object Permissions

Scroll down to Standard Object Permissions and Custom Object Permissions. Enable the Read and Write checkbox for all objects you want to replicate via Seam.Click Save when finished.
4

Set Required Permissions

While still editing the profile, ensure the following permissions are enabled:
  • API Enabled: This permission is typically granted automatically based on the user’s profile being API-enabled
  • Approve Uninstalled Connected Apps: This is the critical permission required for the integration to work
When you authenticate from Seam, a connected app is created in the background in your Salesforce instance. Due to recent Salesforce permission changes, the user logging in must have permission to install and approve these integrations. Without the “Approve Uninstalled Connected Apps” permission, the authentication will fail.
To enable these permissions:
  1. Scroll to Administrative Permissions
  2. Check the box for API Enabled
  3. Check the box for Approve Uninstalled Connected Apps
  4. Click Save
5

Create New User

In the left navigation, go to Administration > Users > Users. Click New User.Fill out the required fields:
  • License: Select Salesforce
  • Profile: Select Seam Integration User
  • Email: Use an email address you can access
Click Save and copy the Username for later use.
6

Verify and Set Password

Check the email you provided and verify your new Salesforce user account. Set a password during the verification process and save it for the next step.

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Step 2: Connect Salesforce to Seam

1

Navigate to Connections

Log in to Seam and click Settings in the left navigation bar. Go to the Connections tab.
2

Add Salesforce Source

Click + New connection in the top-right corner and select Salesforce from the list.
3

Authenticate

Click Login with Salesforce to authorize your account. Seam will authenticate the Salesforce account you’re currently logged into.
Ensure you’re logged into the correct Salesforce account before authenticating.
4

Configure Connection

  • Toggle whether your account is a Sandbox or Production account
  • Select the Objects you want Seam to access
  • Enter a Source name to identify this connection
5

Complete Setup

Click Finish to complete the connection. Seam will begin syncing your Salesforce data.