Salesforce Docs Portal

Control Access to Salesforce Objects and Fields

CRM Analytics requires access to Salesforce data when extracting the data and also when the data is used as part of row-level security. Configure the permissions of the Integration User on Salesforce objects and fields to control the dataflow’s access to Salesforce data. Configure the permissions of the Security User to enable row-level security based on custom fields of the User object.

Required Editions

User Permissions Needed

To clone a user profile:

 Manage Profiles and Permission Sets

To edit object permissions:

Manage Profiles and Permission Sets

AND

Customize Application

When configuring permissions for the Integration User or Security User, edit a cloned version of the user profile.

  1. From Setup, enter Profiles in the Quick Find box, then select Profiles, and then select the user profile.
    For the Integration User, select the Analytics Cloud Integration User profile. For the Security User, select the Analytics Cloud Security User profile.
  2. Click Clone to clone the user profile.
  3. Name and save the cloned user profile.
  4. Click Object Settings.
  5. Click the name of the Salesforce object.
  6. Click Edit.
    1. To enable permission on the object, select Read in the Object Permissions section.
    2. To enable permission on a field of the object, select Read for the field in the Field Permissions section.
      Note
      Note You can’t change the permissions on standard fields of the User object.
  7. Save the object settings.
  8. Assign the cloned user profile to the Integration User or Security User.
    1. From Setup, enter Users in the Quick Find box, then select Users.
    2. Select the user to which you want to assign the user profile.
    3. Click Edit.
    4. In the Profile field, select the user profile.
    5. Click Save.
  9. Verify that the Integration User or Security User has the right permissions on fields of the objects.