1. Create Permission Set: Romify Integration (License Type: None)
2. Edit Permission Set: Object Permissions
   • Account ⇒ Read + View All Records
   • Campaign ⇒ Read, Edit + View All Records, View All Fields
   • Contact ⇒ Read, Edit + Modify All Records, View & Edit All Fields (optional)
   • Lead ⇒ Read, Create, Edit + Modify All Records, View & Edit All Fields (optional)
3. Edit Permission Set: System Permissions
   • Access Activities
   • Edit Tasks
   • Edit Events
4. Create User: Romify Integration
5. Set User License: Salesforce Integration
6. Set User Profile: Minimum Access - API Only Integrations
7. Add Marketing User checkbox
8. Add Permission Set License Assignments: Salesforce API Integration
9. Add Permission Set: Romify Integration

NOTE: If the user cannot connect via Romify. Check the Connected Apps OAuth Usage and Romify Integration Connected App settings at the Salesforce App Manager.

Connected Apps OAuth Usage settings

• Make sure that Romify Integration Connected App is not blocked
• Click install

Salesforce App Manager Connected App settings

• Permitted Users: All users may self-authorize
• Refresh Token Policy: Refresh token is valid until revoked

Permissions Flow Chart