Grant Custom Objects Permissions to SF Users

Last updated: August 1, 2025

Step 1: Grant Clazar Salesforce Permission Set

Grant the required permissions to the Integration User by assigning the Clazar Salesforce Permission Set.

  • Search Users on Quick Search

  • Click on the user's name (User which is connected to the Clazar integration setting).

  • Click on Permission Set Assignment

  • Click on Edit Assignment

  • Select Clazar Salesforce Integration User

  • Click on  Add to add the Permission Set

  • Click Save