Salesforce Document Backups: Special Permissions

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.
    • Related Articles

    • Connecting to Salesforce: Special Permissions

      When you connect to Salesforce, for best results, you should use an account that has admin permissions. Often times, a firm may think they have an admin user when they really don't. Determine if a User is an Admin To determine if a user is an admin, ...
    • Litify Admin Permissions

      In order to extract data and documents from Litify, the following operations should be done: Create a Salesforce Admin User Ensure the user is a Salesforce Admin by following these instructions: Connecting to Salesforce: Special Permissions Assign ...
    • Connecting to MyCase: Special Permissions

      In order to link Universal Migrator to a MyCase account, the following must all be true. The Subscription Must Allow Integrations Some MyCase plans (such as the Basic plan) do not allow integrations. The MyCase account must be on a subscription tier ...
    • Connecting to Filevine: Special Permissions

      When you connect to Filevine, for best results, you should use an account that has admin permissions. Often times, a firm may think they have an admin user when they really don't. Determine If a User is an Admin To determine if you are an admin, log ...
    • iManage Cloud: Special Permissions When Injecting

      When injecting into iManage Cloud, for best results, the injecting user should be a member of the "nrtadmin" group. To set these permissions, log into iManage Cloud, and navigate to the Control Center: Then click on Groups > NrtAdmin: Then click on ...