What Is the Integration User License Type in Salesforce and How to Use It to Integrate with SharePoint

Since their launch back in March 2023, there has been a growing buzz surrounding the free Salesforce Integration user licenses. When these licenses were introduced during the Salesforce Developer Conference, TrailblazerDX 2023, not much was known about them except that they could potentially save you money.

In this article, you will find what implications this licensing option holds for you and how it can be leveraged when integrating Salesforce with Microsoft SharePoint.

1. What Is the Integration User License Type in Salesforce?
2. How Do I Get an Integration User License?
3. What Are the Benefits of Integration User Licenses?
4. Integrating SharePoint with Salesforce Integration User Licenses
5. How To See How Many Salesforce Licenses You Have

Let’s get started!

The Salesforce integration user license type gives you API access only. This type of license is intended to manage system-to-system integrations. It is not intended for any kind of real user, as there is no UI, no search, and no reports. You can think of it as a license for a Salesforce API user.

Those using Performance, Enterprise, or Unlimited edition Salesforce orgs are entitled to five Integration user licenses without any cost. In Developer orgs, a single complimentary license will be at your disposal.

If you need extra licenses, they can be obtained for an additional monthly fee, which remains more cost-effective than assigning a normal Salesforce user license to each integration. This means the Integration user licenses significantly lower the cost of integrating with the Salesforce API.

There are three main benefits of using integration user licenses for your Salesforce integrations:

1. Cost
   As discussed in the previous section, some of these licenses are free, and even extra ones are cheaper than normal user licenses.

2. Security
   Integration user licenses follow the principle of least privilege, as they possess only the necessary access and permissions required for integration-related tasks and access the necessary data and features for integration.
   
   
3. Traceability
   It is recommended that you have a dedicated integration user per integration point. Any issues can then be traced back to a specific integration user swiftly.

Integrating SharePoint with Salesforce is a popular choice. In our previous article, SharePoint Integration with Salesforce – All You Need to Know, we discussed several options, including Files Connect and Document Extractor.

Good news!

You can use an Integration User license for the Document Extractor service user. This will save you money (one less Salesforce license to purchase!), and Document Extractor features and performance will not be affected.

To see how many Salesforce integration user licenses you have in your Salesforce org, you follow the same steps as you would for other types of licenses:

1. 1. Log in to your Salesforce account as an administrator or a user with sufficient permissions.
   2. Click on your profile picture or initials in the upper-right corner to access the setup menu.
   3. In the Setup menu, navigate to "Company Settings" or "Company Information." The exact location may vary slightly depending on your Salesforce version.
   4. Look for a section or tab that displays your "Company Information" or "Company Profile."

5. In this section, you should find information related to your Salesforce licenses. The number of licenses you have for each of the Salesforce user types (e.g., Salesforce, Salesforce Platform, Integration) should be listed. The line you need to look for is the "Salesforce Integration" one.

In conclusion, Salesforce Integration User licenses offer a cost-effective, secure, and traceable solution for Salesforce integration projects.

As you explore the world of Salesforce and SharePoint integration, using Integration User licenses together with Document Extractor will save you money and give you an efficient, comprehensive, and customizable solution.

Take the first step towards efficient Salesforce and SharePoint integration. Contact us today to learn more about how Document Extractor, coupled with Salesforce Integration User licenses, can transform your business operations.

Here are some more articles if you want to dig in deeper:

Our Guide to Streamlining Your Salesforce Experience

Document Extractor Enables Better Document Management for UK’s Governmental Organization

SharePoint Integration with Salesforce – All You Need to Know