Requirements for Setting Up a Salesforce Backup

Ensure proper admin and license

To create a Salesforce connector, the user account used for the backup must have administrative privileges with API access and a supported Salesforce license.

Supported user account

The user must be a Salesforce System Administrator, as it has the necessary permissions to access all Salesforce data.

Additionally, ensure that API access is enabled by checking one of the following:

• The user has API access enabled in its profile
• The user has a permission set that includes API access

Supported user licenses

The user must also have a Salesforce edition that supports API access:

• Enterprise Edition
• Unlimited Edition
• Developer Edition
• Performance Edition

Enable Query All Files Permission in Salesforce

To back up all of an organization's files and attachments – not only those owned by the admin – the system administrator who created the connector must enable the Query All Files permission in Salesforce.

To enable the Query All Files:

1. In the left navigation pane, under Users, select Permission Sets.

2. Select New.

3. Enter a label and API name (e.g., QueryAllFiles) and then click Save.

4. In the Apps section, click App Permissions and then click Edit.

5. In the Content section, check Query All Files and then click Save.

6. In the pop-up, click Save to save the permissions.

7. Click Manage Assignments.

8. Click Add Assignments and then select your administrator user.

9. Click Next > Assign > Done. 

Note: The Salesforce UI may vary and change. In case you need assistance setting this up, please contact Keepit Support for up-to-date instructions.