Enabling Basic Auth in Salesforce

Steps

1. Create a user in Salesforce (or use an existing user) with the permissions required for Language I/O to be able to make callbacks into Salesforce to deliver Rapid Human Translations for Cases and Human Translations for Articles.
2. Make sure that the account has the necessary permissions:
   • For Case, the user must have edit permissions for the following fields:
     • Case.Description
     • Case.Subject
     • Task.Related To
     • Task.Comments
     • Task.Due Date
     • Event.Related To
     • Event.Description
   • For Articles, the user must be configured as follows:
     • Go to Administrative Permissions and enable "Manage Salesforce Knowledge".
     • Go to "Data Category Visibility" (in Setup > Profiles > {the relevant profile}) and enable visibility of the relevant Data Categories for Knowledge Articles. This is useful to help narrow down the search criteria when users start a translation project.
     • Go to General User Permissions and enable the following permissions:
       • Article Translation - Edit
       • Article Translation - Publish
       • Article Translation - Submit for Translation  
     • In User Details, set the user to be a "Knowledge User".
3. Share the username and password of the Salesforce user account, along with its security token, with Language I/O Support so that it can be securely stored and connected to your Language I/O account. If you do not know what your security token is, contact your Salesforce administrator.

Next step

Proceed to Creating an External Credential for Basic Auth.