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    How To Check Required Privileges for Metadata Extraction
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    Contents

    How To Check Required Privileges for Metadata Extraction

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    Article Summary

    This article describes how to verify the Salesforce user, used to authenticate with Panaya to Salesforce - has the needed permissions. 

    Good to Know
    Review here all the privileges required for extraction.

    1. Login to salesforce org (prod/sandbox) with the same user authenticated with Panaya

    2. Open the Workbench site, and select Production or Sandbox from the Environment list.

    3. Click Queries - SOQL Query

    4. Choose Object 'Profile'

    5. Replace the Username and Run the Query, then Select View as:
    Bulk CSV checkbox to run the Salesforce job to generate a spreadsheet with all FLS data.

    SELECT Id, Name, PermissionsViewAllData, PermissionsApiEnabled, PermissionsAuthorApex, PermissionsInstallMultiforce, PermissionsModifyAllData, PermissionsManageCustomReportTypes

    FROM Profile

    WHERE Id IN (SELECT ProfileId FROM User WHERE Username = ‘user.name@panaya.com’)

    6. In Salesforce, go to Setup > Bulk Data Load Jobs and press the Job ID of the submitted job - Under the Batches section, select View Result or compare the results with the minimum needed permissions: 




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