Permissions associated with each operation
The following table helps you to understand the permissions associated with each operation, such as data backup, data template, 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. |
Data Templates | Manage Data Templates | Enables you to create, delete, and update data templates in the organization. |
Perform Data Copy | Enables you to perform a data copy operation from the data template listing on the Data Templates page.
If this permission is set, then users can see the Start Data Copy option from the Data Templates 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 data templates linked to that environment will no longer be associated. In this case, a new environment must be manually added to the data template. |
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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