Salesforce Permissions Required for All sFiles OperationsThis article details all the necessary permissions required by sFiles.Dec 9, 2024Knowledge
TitleSalesforce Permissions Required for All sFiles OperationsURL NamePermissions-Required-for-All-sFiles-OperationsArticle BodyAbout sFiles requires specific permissions to function properly across all operations. Depending on your environment, it may be valuable to create dedicated sFiles permission sets for admins and users that includes all the necessary permissions. If you have a sFiles Winter '25 (1.55.x) or later installed in your org, you can use our sFiles Permission Sets tool to create these permission sets automatically. Below is a list of all the permissions required by sFiles for admins and users. Required Permissions for Admins The sFiles Admin Permissions permission set, found in the sFiles Permission Sets tool, grants admins the ability to: Configure sFiles settings, sFiles object settings, and sFiles named credentials.Access to all sFiles apex classes for all sFiles operations.Create and manage manual SharePoint column settings.Access the sFiles Admin Panel and sFiles API.View sFiles debug logs.View and manage the SharePoint Folder Id field on objects configured with sFiles, allowing them to set the SharePoint Folder Id on Salesforce records. Refer to the details below for the specific access granted. 1. Access to all Fileforcem1 Custom Metadata Types 2. Access to all Fileforcem1 Apex Classes 3. Access to the sFiles Named Credentials you created 4. Read permissions and Field permissions for the sFiles SharePoint Columns Object and sFiles Debug Logs Object 5. Read and Edit Access to the SharePoint Folder Id Field of any object using sFiles. Required Permissions for Users The sFiles User Permissions permission set, available in the sFiles Permission Sets tool, includes permissions that enable users to: Access the necessary Apex classes for using sFiles' out-of-the-box components and flow actions.View and manage the SharePoint Folder Id field on objects configured with sFiles, allowing them to set the SharePoint Folder Id on Salesforce records. Refer to the details below for the specific access granted. 1. Access to the following Fileforcem1 Apex Classes fileforcem1.CreateSharepointObjectSetting fileforcem1.CreateVisualForcePage fileforcem1.CustomFieldItem fileforcem1.CustomFlowPayload fileforcem1.DeleteAction fileforcem1.DeletePayload fileforcem1.FlowActionPayload fileforcem1.FlowDeleteAction fileforcem1.FlowOutputPayload fileforcem1.FlowRenameAction fileforcem1.FlowUpdateColumnsAction fileforcem1.FolderSelectorUtils fileforcem1.LightningForgotPasswordController fileforcem1.LightningLoginFormController fileforcem1.LightningSelfRegisterController fileforcem1.LinkShareAuraController fileforcem1.LookupSearchResult fileforcem1.ObjectLookupController fileforcem1.RenameAction fileforcem1.RenamePayload fileforcem1.SetDefaultSettings fileforcem1.SetupFlowUtils fileforcem1.SetupFolderAction fileforcem1.SetupFolderPayload fileforcem1.sFilesItem fileforcem1.SharePointItemData fileforcem1.SharePointItemDataList fileforcem1.SharePointUtilsAura fileforcem1.SharePointUtilsCommunity fileforcem1.UpdateColumnsAction fileforcem1.UpdateColumnsPayload 2. Read and Edit Access to the SharePoint Folder Id Field of any object using sFiles. (Example below)