# 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](https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2FYUftWzRDle8wkgOwkB58%2Fimage.png?alt=media\&token=1d28d826-482d-49b4-a768-425c2e92609d)
2. In the Quick Find box, type **Profiles** and select it.

   ![Profiles Search](https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2FyCAHvMCWT7SX0WkcHOQv%2Fimage.png?alt=media\&token=cf3a28c3-9191-47a1-998b-66ce99b15b79)
3. Click **Edit** beside the target Profile.

   ![Edit Profile](https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2FXEg2oXdqrS4fQcxDk2Su%2Fimage.png?alt=media\&token=36efcafe-9109-4b89-afe1-8012432c9833)
4. Scroll to **Administrative Permissions**, enable **API Enabled**, and click **Save**.

   ![API Enabled Checkbox](https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2FaA7LtQF3q3OzyRmvRFEN%2Fimage.png?alt=media\&token=378f3779-3713-4fe5-b6db-dd79941f1abf)

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### 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](https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2Fm7OR77n8n5RJ3vwN5RW0%2Fimage.png?alt=media\&token=73a38c5c-6206-402d-92a9-f07faf0870af)
2. In the Quick Find box, type **Permission Sets** and select it.

   ![Permission Sets](https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2FuIIsfzv6jsBl5FIkYKwh%2Fimage.png?alt=media\&token=c307772e-8fc4-49b4-88af-5e542a861de8)
3. Choose the desired **Permission Set**.

   ![Select Permission Set](https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2Fu564ijtyxZ3wI0dSRMh8%2Fimage.png?alt=media\&token=c8630514-2d63-409c-836c-d8f9d5b770e2)
4. Scroll to **System**, click **System Permissions**.

   ![System Permissions](https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2FhmMlmiNqJFYevKewdk8q%2Fimage.png?alt=media\&token=f6cdda5c-3ae1-42af-8d81-03beeee63ace)
5. Click **Edit**, check **API Enabled**, and **Save**.

   ![Enable API in Permissions](https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2FGcEcz59d0kJjEcoOh7Nj%2Fimage.png?alt=media\&token=3ae38218-84a1-4189-8485-0a4c27c6fa4e)

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## 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**.

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## 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](https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2FTm9zLg7c8NQSsbcSVFR6%2Fimage.png?alt=media\&token=593f42c8-705a-4f7a-9e95-2e9621bea4bc)
3. Scroll to **Custom Object Permissions** and configure as needed.

   ![Custom Object Permissions](https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2FLAno13ClqRFVX3LcEi7P%2Fimage.png?alt=media\&token=7990bdcc-479f-4275-80e6-ce7e1a3b4137)

   ![Permission Table](https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2FdTcUtJBeqpYfsgTvxVJ6%2Fimage.png?alt=media\&token=97dfc38a-dd67-471e-abff-2088258785ad)
4. Click **Save**.
