---
title: "Setup step 3: Configure app permissions"
slug: "/help/integrations/salesforce/setup-3-app-permissions"
last_updated: "2025-05-21T18:13:36Z"
zendesk_id: 23752865713171
zendesk_url: "https://help.walnut.io/hc/en-us/articles/23752865713171-Step-3-Setting-Up-App-Permissions"
locale: "en-us"
category: "Connect and Optimize"
section: "Setup Guide"
product: "integrations"
topic: "salesforce"
displayed_sidebar: "integrationsSidebar"
sidebar_position: 5
tags: ["salesforce","Integrations","walnut app for salesforce","analytics","permissions"]
pagination_prev: "help/integrations/salesforce/setup-2-install-app"
pagination_next: "help/integrations/salesforce/setup-4-share-reports"
---

We recommend providing all users within your Go To Market Team access to the demo data found in Walnut as all users.

### Setting up Access to Walnut App 

-   **Access App Manager**:
    -   Navigate to **`Setup`** > **`App Manager`**.
    -   Find the **`walnut`** app and click on right arrow > select **`manage`**.

![](pathname:///images/ce5f2d095a7c1126.png)

-   **Edit Oauth Policies**:
    -   Go to **`Edit Policies`**

![](pathname:///images/a6e33c84bcb1a6b6.png)

-   **Adjust Oauth Settings**:
    -   Navigate to **`Oauth Policies`** > **`Permitted Policies`**
    -   Set to **`Admin approved users are pre-authorized`**
    -   Click **`Save`**

![](pathname:///images/d68651178a12357e.png)

-   Manage Profile Policies:
    -   Go to Profiles > Manage policies.

![](pathname:///images/a42d4fd9d89cf9fb.png)

-   **Assign Policies to Profiles**:
    -   Assign the policies to all relevant profiles.

![](pathname:///images/97aee659b57184e8.png)

### Setting up access to Walnut Demo data

From the **Home** tab, search for **Permission Sets** and then locate the **Walnut.io User.**

![](pathname:///images/bbf07a7116dae502.png)

Click into the Walnut.io user and then click **Manage Assignments.** 

![](pathname:///images/27b9b80218a192e3.png)

You'll then have the option to select **Add Assignment.**

![](pathname:///images/8f87ebd0cba706cf.png)

Select the user(s) you'd like to assign and click **next**.

![](pathname:///images/b4a34e5950bf3530.png)

Ensure that **No expiration date** is set for the user access and then press assign.

![](pathname:///images/65b89dbf2d91c431.png)

You'll then be redirected to the **Assignment summary** page. Click **done** to finalize the user permissions. _If you receive an error or failure message, check to see if the user assigned still has an active account._ 

Once you've set up permission sets for all users, continue on to configure the Account, Contact, and Opportunity Objects.