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Missing Field Permissions

To ensure comprehensive backups, GRAX requires access to all object fields you wish to include. The Missing Field Permissions tool helps you quickly identify any object fields the GRAX Integration user lacks access to. Additionally, it offers an auto fix functionality that can automatically resolve any missing field permission issues for you.

Where is the Missing Field Permissions tool located?

The Missing Field Permissions tool can be found by navigating to Settings > Diagnostics and Tools > Missing Field Permissions within the GRAX Application.

How does it work?

Several times a day, GRAX automatically scans all of the objects we have access to for missing field permissions. If GRAX identifies one or more objects with missing field permissions, a yellow banner will appear at the top of the Application.

Missing Field Permissions Banner

After clicking on the Missing Field Permissions link in the banner, you'll be redirected to the Missing Field Permissions tool, where you'll see a pie chart and a list, detailing each object's missing field permissions status.

Missing Field Permissions Page

To home in on the objects with missing field permissions:

  • Click on the icon to the right of the Object Status column

  • Deselect OK and select Missing Field

  • Click Apply

Sorting/Filtering Missing Field Permissions
Sorting/Filtering Missing Field Permissions

Scan Now Button

Clicking the Scan Now button, at the top of the Missing Field Permissions tool page, scans all objects (that GRAX has access to) to determine if there are any missing field permissions. Scans are automatically run several times a day, but the Scan Now button allows you to identify missing field permissions at the time of the button click.

The scan may take several minutes to complete.

Auto Fix Permission Issues Button

The Auto Fix Permission Issues button, at the top of the Missing Field Permissions tool page, will attempt to auto fix any missing field permissions at the time of the button click.

To ensure the success of the auto fix functionality, the GRAX Integration user will need the following Salesforce `System Permissions':

  • Author Apex

  • Customize Application

  • Manage Profiles and Permission Sets

Download CSV Button

Clicking the Download CSV button, at the top of the Missing Field Permissions tool page, will download a list of all your objects and their corresponding missing field permissions status.

How do I fix objects with missing field permissions?

There are 2 ways that you can fix objects with missing field permissions:

Auto Fix Missing Field Permissions Issues Setting

The Auto Fix Missing Field Permissions Issues setting allows GRAX to automatically fix missing field permissions for you, without requiring you to click the Auto Fix Permissions Issue button. When enabled, the auto fix functionality will run several times a day (after each scan for missing field permissions) and automatically fix the missing field permissions.

In order to utilize this functionality, you'll need to:

  • Ensure that the Auto Fix Missing Field Permissions Issues setting is enabled. To enable:

    • Navigate to Settings > General Settings > Auto Fix Missing Field Permissions Issues

    • Click the pencil icon to the right of Auto Fix Missing Field Permissions Issues

    • Select Enabled from the dropdown menu

    • Click Save.

  • Ensure that the GRAX Integration user has the following Salesforce System Permissions:

    • Author Apex

    • Customize Application

    • Manage Profiles and Permission Sets

Manually Fix Missing Field Permissions

To manually fix objects with missing field permissions, follow the steps below:

  • Navigate to the Missing Field Permissions tool

  • Click on an object name. You'll be redirected to the Salesforce Object Settings page for the specific object you clicked on

  • Click Edit at the top of the page

  • Check the boxes next to the field that you'd like to grant access to (Read access is necessary for backup, Edit access is necessary for archive and restore)

  • Click Save

Repeat this process for each object until GRAX has access to all of the fields that you want to be included in your backup.

Frequently Asked Questions

I am trying to manually fix missing field permission issues, but the object name is not clickable - why?

In order for the object names to be clickable, the GRAX Integration user will need to have the GRAX Integration User permission set assigned within Salesforce.

Why are there suddenly missing field permissions?

Check with your Salesforce Admin team to identify if there have been any recent changes that may have impacted the GRAX Integration user or the impacted objects.

How does GRAX fix missing field permissions?

GRAX uses Apex scripts to automatically (via the Auto Fix Permission Issues button, or the Auto Fix Missing Field Permissions Issues setting) fix missing field permissions. To view the corrective Apex script for each object, check the box next to the Object name and click the Show Apex Script for Checked button at the bottom of the screen.

How do I resolve an error that GRAX encountered an error setting permissions?

GRAX may be unable to Auto Fix Permissions for several reasons, including:

  • The GRAX Integration user doesn't have sufficient access. Check that GRAX has the Author Apex, Customize Application, and Manage Profiles and Permission Sets permissions enabled

  • The Objects or Fields we are attempting to set grant access to require an additional Salesforce License.

    • Follow the Manually Fix Missing Field Permissions steps above

    • After clicking Save Salesforce will provide additional information on the prerequisites to grant access to these fields

    • Review the Salesforce Requirements and grant GRAX access before trying again.

    • If you determine that you don't want GRAX to access these field, click on the Missing Fields link in the Missing Field Permissions report to ignore the remaining fields

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