Table 2. Required Privileges for Customizing Configuration Data
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Access Profiles |
- Enable Web Services Access
- Manage Roles and Access
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Manage Object Access for custom objects that have been set up in the company tenant, for example, Customize Application - Manage Custom Object 01, and so on. |
None |
Action Bars |
- Enable Web Services Access
- Customize Application
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None |
None |
Assignment Rule Groups and Assignment Rules |
- Enable Web Services Access
- Data Rules and Assignment
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None |
None |
Cascading Picklists |
- Enable Web Services Access
- Customize Application
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Manage Object Access for custom objects that have been set up in the company tenant, for example, Customize Application - Manage Custom Object 01, and so on. |
Cascading picklists must be supported by the object. |
Concatenated Fields |
- Enable Web Services Access
- Customize Application
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Manage Object Access for custom objects that have been set up in the company tenant, for example, Customize Application - Manage Custom Object 01, and so on. |
None |
Custom Fields (Field Management) |
- Enable Web Services Access
- Customize Application
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Manage Object Access for custom objects that have been set up in the company tenant, for example, Customize Application - Manage Custom Object 01, and so on. |
See Additional Notes and Requirements: |
Additional Notes and Requirements:
- Field Management must be supported for the object.
- The object must be set up for field renaming, if the operation is Upsert.
- The object must be set up for new fields, if the operation is Create.
- Advanced Field Management must be set up if the <ValidationErrorMsg>, <ValidationExpression>, or <PostDefault> elements are modified.
- The Integration Tag can be changed only if renaming is allowed on that object.
- A multi-select picklist can be created or updated only if it is set up for the object.
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Customized Record Types |
- Enable Web Services Access
- Customize Application
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Manage Object Access for custom objects that have been set up in the company tenant, for example, Customize Application - Manage Custom Object 01, and so on. |
None |
Custom HTML Head Tag Additions |
- Enable Web Services Access
- Upload Client Side Extensions and Manage Custom HTML Head Tag
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None |
None |
Custom Web Applets |
- Enable Web Services Access
- Manage Custom Web Applets
- Customize Application
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Detail page custom Web applets and Homepage custom Web applets require Manage Object Access for custom objects that have been set up in the company tenant, for example, Customize Application - Manage Custom Object 01, and so on. |
None |
Custom Web Links |
- Enable Web Services Access
- Customize Application
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Manage Object Access for custom objects that have been set up in the company tenant, for example, Customize Application - Manage Custom Object 01, and so on. |
None |
Custom Web Tab |
- Enable Web Services Access
- Customize Application
- Manage Roles and Access (for Read operations only)
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None |
None |
Dynamic Page Layouts |
- Enable Web Services Access
- Customize Application -Manage Dynamic Layout
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None |
None |
Field Audit Setup |
- Enable Web Services Access
- Administer Field Audit
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Manage Object Access for custom objects that have been set up in the company tenant, for example, Customize Application - Manage Custom Object 01, and so on. |
None |
Homepages |
- Enable Web Services Access
- Customize Application
- Customize Application - Manage Homepage Customizations
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Manage Object Access for custom objects that have been set up in the company tenant, for example, Customize Application - Manage Custom Object 01, and so on. |
None |
List Access and Order Layouts |
- Enable Web Services Access
- Customize Application
- Manage Public Lists
- Manage Roles and Access
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Manage Object Access for custom objects that have been set up in the company tenant, for example, Customize Application - Manage Custom Object 01, and so on. |
None |
Modification Tracking Settings (Enable Modification Tracking) |
- Enable Web Services Access
- Manage Modification Tracking
- Manage Roles and Access
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Manage Object Access for custom objects that have been set up in the company tenant, for example, Customize Application - Manage Custom Object 01, and so on. |
No |
Page Layouts |
- Enable Web Services Access
- Customize Application
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None |
None |
Picklists |
- Enable Web Services Access
- Customize Application
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Manage Object Access for custom objects that have been set up in the company tenant, for example, Customize Application - Manage Custom Object 01, and so on. |
Field management must be supported by the object. |
Picklist Value Group |
- Enable Web Services Access
- Customize Application
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None |
None |
Related Information Layouts |
- Enable Web Services Access
- Customize Application
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Manage Object Access for custom objects that have been set up in the company tenant, for example, Customize Application - Manage Custom Object 01, and so on. |
None |
Role Associations for Report Folders (Report Folders) |
- Enable Web Services Access
- Manage Content
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None |
None |
Roles |
- Enable Web Services Access
- Manage Roles and Access
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None |
None |
Sales Assessment Templates |
- Enable Web Services Access
- Manage Assessments Access
- Manage Content
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None |
None |
Sales Categories |
- Enable Web Services Access
- Manage Data Rules - Manage Sales Stage Definition
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None |
None |
Search Layouts |
- Enable Web Services Access
- Customize Application
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Manage Object Access for custom objects that have been set up in the company tenant, for example, Customize Application - Manage Custom Object 01, and so on. |
None |
Workflow Rules and Actions |
- Enable Web Services Access
- Manage Data Rules - Manage Workflow Rules
- Manage Data Rules - Manage Workflow Rules for Users
- Workflow Cancel Save
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None |
None |