Create a new user account in your ExtraView site that will be used by the ExtraView integration daemon to communicate with the ExtraView system. Configure this new account with a user role that has access to add, update, and search for records in ExtraView.
The account must be assigned the default business area and project of the records that are to be integrated, or where the integration daemon will create new records propagated from the Salesforce system.
It is recommended to create a separate user role for the integration process and configure the new role with just the necessary permissions for the ExtraView records to be integrated. Alternatively, the Administrator role or another user role already configured in the ExtraView site may be used for the purposes of the integration.
The integration daemon requires three ExtraView fields for the integration process: SFOBJID, to hold the Salesforce record ID, SFOBJTYPE, to hold the Salesforce record object type (or name), and SFURL, to hold the URL to the Salesforce record. These fields are automatically populated by the integration daemon.
The following settings are recommended for these mandatory integration fields:
| Fixed name | Title to display | Display type |
| SFOBJID | Salesforce ID | Text Field |
| SFOBJTYPE | Salesforce Object Type | Text Field |
| SFURL | Salesforce URL | Text Field |
All of these three fields must have the Allow selection on reports setting turned on by setting the value to Yes). All fields mapped or referenced in the integration must have this setting turned on.
The security permissions for all ExtraView fields mapped in the integration must be Read/Write for the user role assigned to the ExtraView Account used by the ExtraView integration daemon.
The three fields required by the integration daemon, along with all other fields mapped in the integration, must be configured to be on the following layouts for the records integrated:
The layouts configured can either be role-specific layouts configured for the user role assigned to the ExtraView Account created above for the integration daemon, or can be defined for all user roles in the system.
