Backup & Archive Permissions

Overview

This article provides a comprehensive overview of Backup & Archive permissions, emphasizing their significance and how they manage access and features within the app. Each permission is linked explicitly to the Salesforce Organization it's assigned to. Users cannot perform actions on a connected organization without the relevant permissions for that organization.

Below is a table summarizing the actions users can perform according to each permission type. Following the table, you will find detailed explanations of the capabilities and limitations associated with each permission.

Action/Permission
Backup & Archive
Restore
Export
App Settings

Can Backup/Archive

Can Restore

Can Export

Edit Settings

Can Purge

Can Search

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To perform a Search and Purge of records, both Backup & Archive and App Settings permissions are required.

chevron-rightBackup & Archivehashtag

Create

Backup & Archive, Import, Templates, Search, Scheduled Backup & Archive jobs

Edit

Templates, Scheduled Backup & Archive jobs

View

Backup & Archive, Import, Templates, Search, Scheduled Backup & Archive jobs

Abort

Backup, Archive, Import, Search jobs

No Access

Restore, Export, Settings sections

chevron-rightRestorehashtag

Create

Restore Requests, Restore jobs

Edit

View

Restore Requests, Restore, Backup & Archive jobs

Abort

Restore, Restore Request jobs

No Access

Backup & Archive, Export, Search, Settings sections

chevron-rightExporthashtag

Create

Export jobs

Edit

View

Export jobs

Abort

Export jobs

No Access

Backup & Archive, Restore, Search, Settings sections

chevron-rightApp Settingshashtag

Create

Purge jobs

Edit

Backup & Archive Settings

View

Backup & Archive, Search, Purge jobs

Abort

Purge, jobs

No Access

Backup & Archive, Restore, Export sections

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