After you create a user account for the integration user, create a permission set to
give the user permissions to query the files in the Salesforce org. Then, in orgs where Salesforce
Files is enabled, use the permission set to give the integration user permissions to list and
download files. Assign the permission set to the integration user and the connected
app.
Required Editions
User Permissions Needed
To crawl public files in the org:
Query All Files
To crawl privately shared files, except for the files in private libraries:
Modify All Data
To crawl private files:
View All Data
To view the notes captured by interaction summaries, ensure you have SOQL access to
the InteractionSummary sObject type. Ensure that the access to InteractionSummary sObject
includes access to these fields: ID, IsDeleted,ConfidentialityType, SystemModStamp,CreatedDate,
LastModifiedDate, Name, MeetingNotes, NextSteps, and Status.
To create a permission set:
From Setup, in the Quick Find box, enter Permission Sets, and then
select Permission Sets.
Click New.
Enter the name of the permission set, for example,
ERISalesforceFilesCrawler.
Save the permission set.
On the Permission Sets page, under Apps, click App Permissions | Edit.
Select Query All Files.
Integration users with the Query All Files permission can crawl the public files in the
org.
Save your changes.
On the confirmation window, save the permission again.
To assign the user the permission set:
On the Permission Sets page, click Manage Assignments.
Click Add Assignment, select the user that you created, and then
click Assign.
To crawl private and privately shared files:
Click Back to: Permission Set.
Under System, click System Permissions | Edit.
Select Modify All Data for private files or View All
Data for privately shared files permissions.
Save your changes.
To assign a permission set to a connected app:
From Setup, in the Quick Find box, enter manage connected, and
then select Manage Connected Apps.
Click the connected app that you created, and then click Manage Permission
Sets.
Select the permission set to assign to the connected app, and then save your changes.
You’ve created a user and assigned the user the permission sets to explore the files in
Salesforce Files.
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