Salesforce Document Backups: Special Permissions
By default, in the Salesforce API, a user only has permission to download documents that they have uploaded themselves.
In order to create a reliable backup of all documents, special permissions must be created.
Create a Permission Set that Allows Access to All Documents
Log into Salesforce and go to Gear > Setup:
Then, on the left, search for "Permission" and choose "Permission Sets":
Under Permission Sets, click New:
Create a new Permission set named VIEW_ALL_DOCUMENTS:
Choose "App Permissions":
Then click "Edit":
Then check Query All Files:
Then click Save:
Assign the Permission Set to the Necessary Users
Now that the permission set is created, assign it to the users doing the backup so they can download all documents.
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