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.

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Enable API Access by Profile

1. Click the Gear icon and choose Setup.

   

   Setup Gear Icon
2. In the Quick Find box, type Profiles and select it.

   

   Profiles Search
3. Click Edit beside the target Profile.

   

   Edit Profile
4. Scroll to Administrative Permissions, enable API Enabled, and click Save.

   

   API Enabled Checkbox

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Enable API Access by Permission Set

1. Click the Gear icon and select Setup.

   

   Setup Gear
2. In the Quick Find box, type Permission Sets and select it.

   

   Permission Sets
3. Choose the desired Permission Set.

   

   Select Permission Set
4. Scroll to System, click System Permissions.

   

   System Permissions
5. Click Edit, check API Enabled, and Save.

   

   Enable API in Permissions

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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.

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

1. In Salesforce, go to Setup > Manage Users > Profiles.

2. Click Edit next to the profile to modify.

   

   Edit Profile
3. Scroll to Custom Object Permissions and configure as needed.

   

   Custom Object Permissions

   

   Permission Table
4. Click Save.