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Salesforce User Permissions

Salesforce users who perform backup operations and restore operations must have the correct permissions set in their Salesforce user profiles.

For information about Salesforce security, go to the Salesforce website, Security and the API.

Note: Salesforce two-factor authentication is not supported by Commvault.

Backup Operations

The Salesforce users who perform the backup operations must have the correct permissions set in their Salesforce user profiles.

Operation

Permissions

Back up

  • System Administrator profile or an equivalent profile
  • At least Read permission for all standard fields and custom fields. For information on field-level security, go to the Salesforce help website, Field-Level Security.

Back up private chatter messages and direct messages

Manage Chatter Messages and Direct Messages

Back up knowledge articles

Give the user who is associated with the backup set access to the knowledge objects. For instructions, go to the Salesforce help website, Classic Knowledge User Access.

Back up encrypted Salesforce data

View Encrypted Data

Note: Without the View Encrypted Data permission the masked data is backed up.

Restore Operations

The Salesforce users who perform certain types of restore operations must have the correct permissions set in their Salesforce user profiles.

Operation

Permissions

  • Restore the Full Salesforce Sandbox
  • Restore Salesforce Data to Salesforce
  • System Administrator profile or an equivalent profile
  • Read/write/modify access to the objects involved

Restore Salesforce Metadata to Salesforce

System Administrator profile or an equivalent profile

Restore encrypted Salesforce data

View Encrypted Data

Note: Certain types of restores contain encrypted data, for example single-record restores.

Last modified: 8/21/2019 4:14:26 PM