User Profile and Permission Access for Salesforce Users
Enable API Access for Users in Salesforce
To connect Vault 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.
Enable API Access by Profile
Click the Gear icon and choose Setup.
Setup Gear Icon In the Quick Find box, type Profiles and select it.
Profiles Search Click Edit beside the target Profile.
Edit Profile Scroll to Administrative Permissions, enable API Enabled, and click Save.
API Enabled Checkbox
Enable API Access by Permission Set
Click the Gear icon and select Setup.
Setup Gear In the Quick Find box, type Permission Sets and select it.
Permission Sets Choose the desired Permission Set.
Select Permission Set Scroll to System, click System Permissions.
System Permissions Click Edit, check API Enabled, and Save.
Enable API in Permissions
Object and Field Permissions
Salesforce object permissions define what actions users can perform on object records, while field permissions control visibility and editability of fields.
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
In Salesforce, go to Setup > Manage Users > Profiles.
Click Edit next to the profile to modify.
Edit Profile Scroll to Custom Object Permissions and configure as needed.
Custom Object Permissions Permission Table Click Save.
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