Required Steps
- Assign the ShiftUp Admin permission set to the current admin user.
- Assign ShiftUp permissions to your selected integration user.
- Assign additional standard object and system permissions to the integration user.
- Authorize the ShiftUp integration.
- Activate ShiftUp AI.
- Align org-wide sharing settings with your Account sharing model.
Integration User Guidance
- Use a dedicated integration user where possible.
- Apply least-privilege permissions.
- Limit standard object access to only what ShiftUp needs for analysis context.
Activation Notes
- Activation may require a Salesforce login and consent flow.
- If activation warnings appear (for example AI capability notices), capture org details and contact ShiftUp support.