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.
Note
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, verify that the new user exists in both production and sandbox environments. Additionally, verify that the new user's Community Nickname is the same in all environments.
It is recommended to create a permission set with the Query All Files permission and assign it to the user performing the backup and restore operations. You can also clone the standard System Administrator profile, assign it to the user, and then enable the Query All Files permission.
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 |
|
Salesforce CRM Content |
Query All files |
Private Chatter messages and direct messages |
Manage Chatter Messages and Direct Messages |
Knowledge articles |
|
Encrypted Salesforce data |
View Encrypted Data Note If you perform a backup without the View Encrypted Data permission, the masked data is backed up. |
Metadata |
|
TenantSecret (if Salesforce Shield is enabled) |
Manage Encryption Key |
Note
Additional permissions may be required to perform backup operations on objects that require specific feature licenses.
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 |
---|---|
|
|
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. |