How Do I Install the Managed Package with a Headless Salesforce User?

Last updated: November 12, 2026

Installing the Managed Package with a headless user keeps the Ambition connection running even when the installing user changes roles or leaves your company. The steps match a standard install, except you will sign in to Salesforce as the headless user from a private browser window.

Required permissions:

  • The Integrations: Edit permission is required to set up the Salesforce integration.

  • The Ambition Access (Custom) permission set on Professional, Enterprise, Performance, or Unlimited Edition is required for the headless user.

Authorize as the Headless User

  1. Open a private or incognito browser window and log in to Ambition. Don't log in to Salesforce first.

  2. Go to Admin --> Data --> Integrations.

  3. Click on the Available tab, then click on Enable next to the Salesforce integration.

  4. In the side menu, click on Authorize / Install.

  5. Click on Authorize and log in with the headless user's Salesforce credentials.

  6. Click on Allow.

Install the Package and Finish Setup

  1. Click on Install App, then click on Download for Production in Salesforce.

  2. Choose Install for Admins Only as the security level and click on Install.

  3. Check the Yes, grant access to these third-party websites box and click on Continue.

  4. When Salesforce emails you that the install is done, return to Authorize / Install and click on Set Up App.

  5. Add the remaining after-install access to the "Ambition Access (Custom)" permission set.

Note:

  • You can install with one Salesforce user and authorize the API with another. Authorize with the user whose access Ambition should keep.

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