Assign the Salesforce Backup License and Permission Set
Give users access to the Salesforce Backup app. Then assign them permission to back up and restore data on specific objects.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, Performance, and Unlimited Editions with the Salesforce Backup & Recover add-on license. |
| User Permissions Needed | |
|---|---|
| To assign permission sets: | Assign Permission Sets AND View Setup and Configuration |
| To edit object permissions: | Manage Profiles and Permission Sets AND Customize Application |
Salesforce Backup requires access to Salesforce data when creating copies of data for backup and when updating or creating records during restore operations. Configure the permissions of the individual user who has Salesforce admin access to Salesforce Backup, initiates backup and restore operations, and assigns permissions to the integration user. To avoid complications when an integration user is replaced or removed, we recommend that the integration user be a technical or non-named account.
- From Setup, in the Quick Find Box, enter
Users, and then select Users. Select the users that you want to grant access to Salesforce Backup. - From Permission Set License Assignments, click Edit Assignments, and select
Backup and Restore User Permission Set License. Save your work.
You can now assign the BackupRestore permission set to users.
- From Setup, in the Quick Find Box, enter
Users, and then select Users. Select the users that you want to grant access to Salesforce Backup. - From Permission Set Assignments, click Edit Assignments.
- Under Available Permission Sets, select BackupRestore, click Add, and then save your work.
-
Give users access to the objects that they plan to manage in Salesforce Backup.
- Edit object permissions in profiles.
- Create a permission set with the relevant object-level permissions and assign it to users.
Confirm that permissions were assigned correctly. To identify your current integration user, go to the Logs tab and review the Created By column of the most recent activity logs.
Use this reference table to match the correct object permission for different backup and restore tasks.
| User Task | Object Permission |
|---|---|
| Back up records | Read |
| Restore records | Read, create, and edit |
| Restore only existing records | Edit |
| Restore only deleted records | Create |
