Integrating Field Service Objects with a Salesforce Integration License: A Step-by-Step Guide

Salesforce offers five free Salesforce Integration licenses that you can use for system-to-system integrations. The main idea here is to leverage these licenses to avoid using full “Salesforce” licenses, which can help you save on licensing costs.

What is a Salesforce Integration User License?

A Salesforce Integration license is assigned to a user specifically dedicated to an integration. This user is limited to interacting with Salesforce solely via the API. A key best practice is to create one integration user per integration type to maintain a clear separation of concerns and simplify troubleshooting. This license grants a user access to Salesforce data and features exclusively through the API, making it a secure and cost-effective solution for backend integrations.

You can check the number of available licenses by navigating to Company Information in your Salesforce Org.
 

Setting up the Integration User

1. Create a User: Begin by creating a new user. In the User License field, select Salesforce Integration and choose the appropriate profile

2. Assign Access: Grant the user the necessary access to Field Service objects and fields. You can do this by assigning a Permission Set or by modifying the user’s profile.

Resolving the ‘sObject Not Supported’ Error

You might find that even after providing the required object and field access, your API request fails with an error similar to this:

SELECT Id FROM ServiceAppointment LIMIT 5
ERROR at Row:1:Column:sObject type 'ServiceAppointment' is not supported. If you are attempting to use a custom object, be sure to append the '__c' after the entity name.

SELECT Id FROM ServiceAppointment LIMIT 5
ERROR at Row:1:Column:sObject type 'ServiceAppointment' is not supported. If you are attempting to use a custom object, be sure to append the '__c' after the entity name.

This is a common issue because accessing certain standard Field Service objects requires a specific system permission. To resolve this, follow these steps:

1. Create or Edit a Permission Set: If the user doesn’t already have one, create a new permission set, or edit an existing one that is assigned to them.

2. Enable System Permissions: Open the permission set, go to System Permissions, and search for “Field Service Standard”

3. Activate the Checkbox: Enable the Field Service Standard checkbox. This grants the integration user the necessary system-level access to the core Field Service objects.

Once this is enabled, you should be able to successfully access Field Service objects and their records using the Salesforce Integration user. This approach is highly effective for leveraging Salesforce’s free licenses and achieving significant cost savings.