Skedulo for Salesforce authentication

Authentication requirements for Skedulo for Salesforce managed package users.

Skedulo managed package for Salesforce users require specific permissions to access the Skedulo API remotely.

Skedulo for Salesforce API token users

Salesforce users must have the following Salesforce permissions in addition to having Skedulo administrator permissions:

  • The user must have permission to perform any necessary action in Salesforce on behalf of normal users.
  • The user must have the Skedulo Scheduler permission set assigned.
  • The user must have the value Administrator in the field skeduloUserType of its user record.

Creating a long-lived API token using the web application

  1. Log in to the Skedulo web application as an admin user.
  2. Click your user profile in the upper-right corner, then click Settings -> Developer Tools -> API Tokens.
  3. Click the Create button and select Expires: Never to create a long-lived API token.
  4. Copy the API token and save it in a secure place.

For more information about obtaining an API access token, see Admin Setting: Developer Tools.