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Setting up the API

If your organization has purchased licenses for the FinancialForce API, the system administrator must carry out the following setup tasks.

1. Get your API license key token from FinancialForce Licensing.
2. Add a custom field to the User Layout page.
3. Grant users access to the API. See "Grant Users Access to the API" for more information.
4. Create a FinancialForce API Apex Class View. See "Creating an API Apex Class View" for more information.
5. Optionally, download the FinancialForce API WSDLs to your chosen development environment. You might want to use the custom view described in step 4.

Get your API licence key

Contact FinancialForce Support to obtain your API license key. You will need to provide the following information:

• Your company/organization name.
• Your Salesforce CRM organization ID. Setup | Company Profile | Company Information.
• A contact name.
• A contact email address.

Add a custom field to the User Layout page

To add a custom field to the User Layout page.

1. Click Setup | Customize | Users | Page Layouts.
2. Edit the User Layout.
3. Make the following customizations:
   1. Create a new single-column section called FinancialForce API Licensing.
   2. Add the API License Key user field to the new section.
4. Click Save.

See the Salesforce Help for more information.

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