OwnBackup aims to provide its clients with a Full & Complete backup of all the Data, Metadata, Attachments, Content Documents & Knowledgebase Articles. To ensure this - OwnBackup automatically analyzes the field-level-security on completion of every Full Backup.
If unreadable fields are detected due to changes made to profiles and/or permissions, a warning is shown on the service's dashboard that the data has been excluded. A link is provided to a new tab ("Permissions Report") containing the report. OwnBackup also provides an actionable remediation tool.
When selecting “see report”, the option exists to export the Field Level Security Report as an XML for Profile updates.
This enables admins to update any profile with missing field/object permissions using Force.com IDE and other similar tools. See The guide below on how to deploy the XML as a permission set in Workbench.
To fix these gaps within Salesforce, first ensure the user leveraged for the backup complies with these settings.
To immediately see the changes reflected and not wait until the next Full Backup, run a manual "Analyze Profile Permissions" job directly from the Backup-->Options-->Analyze Profile Permissions button.
By downloading the Salesforce compatible XML you can achieve an easy method to update a permission set that can be applied to the authenticated user.
Note: Security assignments, permission sets, and profile management are the sole responsibility of the user.
View the permission report in OwnBackup to see the field list and download the data as a Salesforce compatible XML.
To create a package that Workbench can consume, you must create a specific file/folder structure. First, create an additional file titled: package.xml which contains the package definitions:
<?xml version="1.0" encoding="UTF-8"?>
Once the file is created, update the paired payload:
<?xml version="1.0" encoding="utf-8"?>
Via Workbench, create a new Permission Set called "IntegrationUserMissingFields" with the permission Read and Edit on all the missing fields from the edited XML.
If the package deployed, a success message will appear under the Results.
In Salesforce, assigne the permission set to the authenticated user.
Part 5: Updating the Permission Set File with New Field Data
When you need to update the IntegrationUserMissingFields permission set in Salesforce, creating a new one with the same name overwrites it.
See the following steps to leverage the OwnBackup Metadata backup to append the history of the already available fields for this permission set.
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