Step 2: Configure Your Permission Set

After you create the External Credential, you need to add its principal to a permission set for the users who need access to the AI function.

Note: Use your own permission set, not the Altify permission set. Anything you add to the Altify permission set is lost when it is regenerated during the upgrade process.

1. In Setup, find and select Permission Sets.
2. On the Permission Sets page, select the permission set that you want to use to enable access to the AI function.
3. In the Apps section of your permission set, select External Credential Principal Access.
4. Click Edit.
5. In the External Credential Principal Access pane, add the principal you created for your external credential.

   Note Without External Credential Principal Access, the running user can see the named credential, but every callout fails because Salesforce doesn't inject the authorization header. The callout returns the following error:

   We couldn't access the credential(s). You might not have the required permissions, or the external credential "[Credential_name]" might not exist.

6. Click Save.