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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 the following:

  • An admin user account that can connect to the Salesforce login URL from the access node
  • A security token

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

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: 3/16/2021 6:45:04 PM