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Salesforce Account and User Permissions

Verify that you can access the Salesforce account and that you have the required Salesforce user permissions.

Account Access Requirements

You must have an admin user account that can connect to Salesforce.

Best practices: To ensure that all data is backed up and restored, create an app for one Salesforce user account that has a System Administrator profile or an equivalent profile.

If you create a new user for backup and restore operations, ensure that the new user exists in both production and sandbox environments. Additionally, ensure that the new user's Community Nickname is the same in all environments.

User Permission Requirements

Permissions for Backups

The Salesforce users who perform the backup operations must have the correct permissions set in their Salesforce user profiles.

Data to back up

Required permissions

Organization

  • System Administrator profile or an equivalent profile
  • At least Read permission for all standard fields and custom fields.

Private chatter messages and direct messages

Manage Chatter Messages and Direct Messages

Knowledge articles

The user who is configured to perform backups needs access to the knowledge objects.

Encrypted Salesforce data

View Encrypted Data

Note: If you perform a backup without the View Encrypted Data permission, the masked data is backed up.

To download all files (CRM content)

Query All files

Permissions for Restores

The Salesforce users who perform certain types of restore operations must have the correct permissions set in their Salesforce user profiles.

Data to restore

Required permissions

  • The Full Salesforce Sandbox
  • Salesforce Data to Salesforce
  • System Administrator profile or an equivalent profile
  • Read/write/modify access to the objects involved

Salesforce Metadata to Salesforce

System Administrator profile or an equivalent profile

Encrypted Salesforce data

View Encrypted Data

Note: Certain types of restores, such as single-record restores, contain encrypted data.

Last modified: 5/21/2021 5:29:43 PM