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 |
Integration Event Queues |
- Enable Web Services Access
- Manage Company
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None |
None |
List Access and Order Layouts |
- Enable Web Services Access
- Customize Application
- Manage Public Lists
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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 |
Process Administration |
- Enable Web Services Access
- Process Administration
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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 and Dashboard Folders (Report Folders) |
- Enable Web Services Access
- Manage Content
- Manage Roles and Access
- Manage Custom Reports (to extract or update role associations for report folders)
- Manage Dashboards (to extract or update role associations for dashboard folders)
- Access Migrated Company Wide Shared Folder
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None |
The Access Migrated Company Wide Shared Folder privilege is required only if you want to extract, update, or insert role associations for the folders in the Migrated Company Wide Shared Folder. The Manage Content privilege is required only if you want to extract, update, or insert role associations for the folders in the V2 catalog; it is not required if you want to extract, update, or insert role associations for the folders in the V3 catalog only. |
Roles |
- Enable Web Services Access
- Manage Roles and Access
- Manage Company
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None |
The Manage Company privilege is required only if you want to update the <ExpirePasswordIn> element. |
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 |