User Profile and Permission Access for Salesforce Users
Last updated
Last updated
API access needs to be enabled in Salesforce for all users for you to be able to connect Vault to your Salesforce account. This requires Salesforce Administrator credentials. Your Salesforce Administrator controls your Profile and Permission Sets.
Follow the steps below to:
Click the Gear icon and click Setup.
Type profiles into the Quick Find box and select Profiles.
Click Edit against the Profile you wish to enable API access for.
Scroll down to Administrative Permissions and check the API Enabled box and click Save.
Click the Gear icon and click Setup.
Type permission into the Quick Find box and select Permission Sets.
Select the Permission Set you wish to enable API access for.
Scroll down to System and click System Permissions.
Click Edit.
Check the API Enabled box and click Save.
Object permissions specify the base-level access users have to create, read, edit, and delete records for each object. The Salesforce Administrator can manage object permissions in permission sets and profiles.
Field permissions specify the access level for each field in an object.
The following permissions specify the access that users have to objects.
| PERMISSION | DESCRIPTION |
|---|---|
Read | Users can only view records of this type. |
Create | Users can read and create records. |
Edit | Users can read and update records. |
Delete | Users can read, edit, and delete records. |
Backup operation in Vault: The registered users should have read access to all objects, fields, files, and metadata for which the backup is needed.
Restore/Replicate/Archive operation in Vault: The user should have create, edit, and delete access to all the objects, fields, and metadata for which the restore operation must be performed.
Also, the integration user must have access to the Metadata, Soap, Bulk, and Tooling APIs.
One of the key tasks of Salesforce administrator is to assign the privileges to the appropriate users.
Within Salesforce, click on Setup and then click on Manage Users.
Under the Manage Users tree click on Profiles
Once the Profiles appear on the right, select which Profile you want to edit and click on the Edit link next to the corresponding profile.
Scroll down to the section labeled Custom Object Permissions
Specify the object permissions.
Click Save.
