# User Profile and Permission Access for Salesforce Users

## Enable API Access for Users in Salesforce <a href="#enable-api-access-for-users-in-salesforce" id="enable-api-access-for-users-in-salesforce"></a>

To connect [Vault](https://www.autorabit.com/products/vault-data-backup-recovery/) with Salesforce, API access must be enabled for all users. This requires Salesforce Administrator privileges. Follow the steps below based on whether you're managing access via Profile or Permission Set.

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### Enable API Access by Profile <a href="#enable-api-access-in-salesforce-by-profile" id="enable-api-access-in-salesforce-by-profile"></a>

1. Click the **Gear** icon and choose **Setup**.

   ![Setup Gear Icon](/files/Xtk0JB9DuLCjetqO1cZd)
2. In the Quick Find box, type **Profiles** and select it.

   ![Profiles Search](/files/EERCu7I1FNXrJvrijUiR)
3. Click **Edit** beside the target Profile.

   ![Edit Profile](/files/hSEqJLq5RVFlMJ0TUpuT)
4. Scroll to **Administrative Permissions**, enable **API Enabled**, and click **Save**.

   ![API Enabled Checkbox](/files/DEPjcESembXR40n1iOvK)

***

### Enable API Access by Permission Set <a href="#enable-api-access-in-salesforce-by-permission-set" id="enable-api-access-in-salesforce-by-permission-set"></a>

1. Click the **Gear** icon and select **Setup**.

   ![Setup Gear](/files/lh0rCSkpZljbiMC4wtjh)
2. In the Quick Find box, type **Permission Sets** and select it.

   ![Permission Sets](/files/cVJ14CBiZtZFUKChCWks)
3. Choose the desired **Permission Set**.

   ![Select Permission Set](/files/vnOuEWRCMuJ6bPlqa5j6)
4. Scroll to **System**, click **System Permissions**.

   ![System Permissions](/files/K8wLgSwBU5R7yPcjItAw)
5. Click **Edit**, check **API Enabled**, and **Save**.

   ![Enable API in Permissions](/files/8UZNZ3jGn2I1hbBLJNkn)

***

## Object and Field Permissions <a href="#object-and-field-permissions" id="object-and-field-permissions"></a>

Salesforce object permissions define what actions users can perform on object records, while field permissions control visibility and editability of fields.

| PERMISSION | DESCRIPTION             |
| ---------- | ----------------------- |
| Read       | View records only       |
| Create     | Create new records      |
| Edit       | Update existing records |
| Delete     | Remove records          |

* **For Vault Backups:** Users need **read** access to relevant objects, fields, files, and metadata.
* **For Restore, Replicate, Archive:** Users need **create**, **edit**, and **delete** permissions.
* Ensure integration users have access to **Metadata**, **SOAP**, **Bulk**, and **Tooling APIs**.

***

## Assign Custom Object Permissions to Standard User <a href="#assign-custom-object-permissions-to-standard-user-in-salesforce" id="assign-custom-object-permissions-to-standard-user-in-salesforce"></a>

1. In Salesforce, go to **Setup > Manage Users > Profiles**.
2. Click **Edit** next to the profile to modify.

   ![Edit Profile](/files/VfONUwHxFOnkAJHQE263)
3. Scroll to **Custom Object Permissions** and configure as needed.

   ![Custom Object Permissions](/files/60YSFT06zUt0F2qKTwWl)

   ![Permission Table](/files/POHHkvQH7ToaBeOIs8AT)
4. Click **Save**.


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