Documentation Index

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How To Check Required Privileges for Metadata Extraction

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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: