Weflow offers free support to set up the integration user together with a Salesforce admin at your company. If you want to set the user up yourself, please make sure that the following permissions and access rights have been assigned:
System Permissions
Update Email Messages
Edit Tasks
Access Activities
Edit Events
Object Permissions
Account
Opportunity
Contact
Lead
Opportunity Contact Role
Weflow Calendar Event Data
In addition, the Integration User needs to have the user permission ‘Salesforce API Integration’ set to true.
Additional permissions for logging emails to Tasks
If you choose to log emails to the Task object instead of the Email Message object, your Integration User requires additional permissions to function correctly.
Specifically, ensure that:
The Task object is fully accessible to the Integration User (Create, Read, Edit, Delete).
All Task fields relevant to Weflow logging — including “Subject,” “Comments,” “WhoId,” and “WhatId” — are visible and editable.
Any custom Task fields used in your Salesforce environment are also included in the assigned Permission Set.
Without these permissions, Weflow may not be able to log emails as Tasks or update Task-related records, resulting in sync errors.
Note: Logging to Tasks is typically recommended when you want lightweight logging with lower data storage usage. If you want to leverage richer metadata (like sender-recipient relationships), use the Email Message object instead. See our help article "Should we chose the task or EmailMessage Object for Activity Capture?" for a comparison.
This video provides a step-by-step walkthrough of setting up an integration user: