User Profile and Permission Access for Salesforce Users

Enable API access for users in Salesforce

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:

• Enable API access in Salesforce by Profile

• Enable API access in Salesforce by Permission Set

Enable API access in Salesforce by Profile

1. Click the Gear icon and click Setup.

   
2. Type profiles into the Quick Find box and select Profiles.

   
3. Click Edit against the Profile you wish to enable API access for.

   
4. Scroll down to Administrative Permissions and check the API Enabled box and click Save.

   

Enable API Access in Salesforce by Permission Set

1. Click the Gear icon and click Setup.

   
2. Type permission into the Quick Find box and select Permission Sets.

   
3. Select the Permission Set you wish to enable API access for.

   
4. Scroll down to System and click System Permissions.

   
5. Click Edit.

   
6. Check the API Enabled box and click Save.

   

Object and Field Permissions

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.

Assign custom object permissions to Standard User in Salesforce

One of the key tasks of Salesforce administrator is to assign the privileges to the appropriate users.

1. Within Salesforce, click on Setup and then click on Manage Users.

2. Under the Manage Users tree click on Profiles

3. 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.

   
4. Scroll down to the section labeled Custom Object Permissions

5. Specify the object permissions.

   

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7. Click Save.