Salesforce
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 ...
Salesforce API Limits
Each Salesforce account has its own API limits which reset every 24 hours. When doing an export of documents from Salesforce, we recommend that you have at least 3 API requests per document in Salesforce - rounded up to the nearest 500,000. For ...
Assigning Permission Sets
To assign permission sets to a Salesforce User, please do the following: 1. Log into Salesforce 2. Click on Gear > Setup 3. Search for "Users" and then click "Users": 4. Find the applicable user and click their name: 5. Click on "Permission Set ...
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, ...