Permissions associated with each operation
The following table helps you to understand the permissions associated with each operation, such as data backup, Restore & Seeding, environment, and settings. The permission settings are configurable from the Salesforce App console -> Settings page.
Operation | Permission | Description |
Global Permissions | View All Organization Users Tasks | Enables you to view other users’ tasks in an org. |
Data Backups | Manage Data Backups | Enables you to create, edit, and delete data backup jobs in the organization. This includes the Subject Access Request. |
Data Backups | View Data Backups | Enables you to view the data backup dashboards on the Data Backup page for the selected backup definition.
The dashboard includes the following charts:
Also, a table displays the list of created, updated, and deleted records for each backup activity. |
Data Backups | Modify Backup Definition User | Enables you to run backup definitions on another user's behalf from the same project. |
Restore & Seedings | Manage Restore & Seedings | Enables you to create, delete, and update Restore & Seeding in the organization. |
Perform Data Copy | Enables you to perform a data copy operation from the Restore & Seeding listing on the Restore & Seeding page.
If this permission is set, then users can see the Start Data Copy option from the Restore & Seedings listing using the row actions. | |
Environments | Manage Environments | Enables you to create, delete, and update environments in the Environment Hub.
Note : If a user deletes an environment, any Restore & Seedings linked to that environment will no longer be associated. In this case, a new environment must be manually added to the Restore & Seeding. |
Settings | Manage Profiles | Enables you to create, update, and delete permissions for existing user profiles. You can also create new user profiles. |
Manage Global Data Masks | Enables you to create, edit, and delete data masks. | |
Manage Projects | Enables you to create, edit, delete, and invite users to projects from outside the organization. | |
Manage License | Enables you to authenticate the license to the assigned production organization. | |
Modify Production | Enables you to set the production organization as the destination organization. | |
Manage Settings | Enables you to manage settings from the Settings page. This includes the ability to configure Organization, Projects, Data Mask, Users, License, and Profiles. | |
Manage Organizations | Enables you to edit organization details, such as name, address, and phone number. | |
Manage Users | Enables you to activate or deactivate other users. |
Profile Types and Default Permissions
The default permissions for each profile type are listed as follows.
Profile | Description | Default Permissions |
Developer | A developer is an API integration and code expert. Typically, developers create complex workflows, triggers, Apex development, complex validation rules, AppExchange, and legacy platform integrations. |
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Project Manager | A project manager understands Salesforce and its application within a business. They typically work with developers and consultants on different projects and set the expectations and delivery timeline that will meet the business requirements. |
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Tester | A tester defines the test data set to develop and test against for the developer. | Manage Projects |
Administrator | An administrator provides value to the business by automating complex business processes, making sure the system is clean and efficient. |
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