Required Salesforce User Privileges for Metadata and Usage Extraction

Sandbox Organization

Permissions
required for the Sandbox Organization - 

Metadata extraction  

  1. API Enabled
  2. Author Apex
  3. Download AppExchange Packages
  4. Modify all data
  5. Manage Custom Report Types

Production Organization (Optional)

Permissions required for the Production Organization  - 

Metadata extraction

  1. API Enabled 
  2. Modify All Data
  3. Customize Application
  4. Manage Custom Report Types
  5. Manage Users

Usage with Event Log Monitor (Retrieves usage of Dashboards, Reports, Visualforce pages)
Enable the following permissions in SFDC in order to be able to view usage statistics within Panaya

  1. API Enabled 
  2. View Event Log File
  3. Run Reports
  4. Customize Application
  5. View Dashboards in Public Folders
  6. View Reports in Public Folders

Event Log File Doc

Note
The user being used for the metadata extraction should not be limited to Restricted IPs. To verify, follow these steps - 

  1. Login to the relevant Salesforce Org
  2. Click Setup
  3. Search for Users in the search box and locate the user in the table and look for the Profile column
  4. Click on the Profile and then Login IP Ranges
  5. In the System section, verify there are no specified IP ranges

See also

 

Usage without Event Log Monitor (Retrieves usage of Reports, Visualforce pages, and Approval Processes)

Enable the following permissions in SFDC in order to be able to view usage statistics within Panaya

  1. API Enabled
  2. Run Reports
  3. View Reports in Public Folders
  4. Customize Application

Good to know!
When setting up Release Dynamix for Salesforce, usage statistics go 30 days back.
Once configured, the usage is constantly accumulated. 

Note
In cases where Field Service Lightning is enabled for your Sandbox or Production Organization, the Field Service Standard permission should be added to the metadata extraction for both Organizations

See also
How to setup Salesforce authentication for Release Dynamix SFDC Analysis?