Ctrlk
Become a Partner
For the complete documentation index, see llms.txt. This page is also available as Markdown.

Additional Permission Set for Salesforce Standard Objects & Fields

Add Permission set for required permissions for Salesforce standard fields and objects

Standard field and object permissions cannot be packaged in Salesforce, so an additional permission set has to be created to allow the Connector user access to all required objects and fields. You can create this manually, but we suggest importing our XML file as documented in the 5 steps below.

1

Prepare your environment

Ensure the Salesforce CLI is installed. If not, download it here.

2

Authorize your org

sfdx force:auth:web:login -a MyOrgAlias --instance-url

3

Create a project (if needed)

  • sfdx force:project:create -n PermissionSetProject

  • cd PermissionSetProject

Make sure, API version 63.0 or higher is specified in the sfdx-project.json.

4

Place the XML file

  • Create a folder like force-app/main/default/permissionsets/

  • Save your permission set XML file there with the .permissionset-meta.xml suffix: force-app/main/default/permissionsets/FundraisingBox_Connector_Standard_Objects.permissionset-meta.xml

<?xml version="1.0" encoding="UTF-8"?>																									
<PermissionSet xmlns="http://soap.sforce.com/2006/04/metadata">																									
<fieldPermissions>																									
<editable>true</editable>																									
<field>Account.BillingAddress</field>																									
<readable>true</readable>																									
</fieldPermissions>																									
<fieldPermissions>																									
<editable>true</editable>																									
<field>Account.Fax</field>																									
<readable>true</readable>																									
</fieldPermissions>																									
<fieldPermissions>																									
<editable>true</editable>																									
<field>Account.Phone</field>																									
<readable>true</readable>																									
</fieldPermissions>																									
<fieldPermissions>																									
<editable>true</editable>																									
<field>Account.ShippingAddress</field>																									
<readable>true</readable>																									
</fieldPermissions>																									
<fieldPermissions>																									
<editable>true</editable>																									
<field>Account.Website</field>																									
<readable>true</readable>																									
</fieldPermissions>																									
<fieldPermissions>																									
<editable>true</editable>																									
<field>Campaign.Description</field>																									
<readable>true</readable>																									
</fieldPermissions>																									
<fieldPermissions>																									
<editable>true</editable>																									
<field>Campaign.EndDate</field>																									
<readable>true</readable>																									
</fieldPermissions>																									
<fieldPermissions>																									
<editable>true</editable>																									
<field>Campaign.ExpectedRevenue</field>																									
<readable>true</readable>																									
</fieldPermissions>																									
<fieldPermissions>																									
<editable>true</editable>																									
<field>Campaign.IsActive</field>																									
<readable>true</readable>																									
</fieldPermissions>																									
<fieldPermissions>																									
<editable>true</editable>																									
<field>Campaign.StartDate</field>																									
<readable>true</readable>																									
</fieldPermissions>																									
<fieldPermissions>																									
<editable>true</editable>																									
<field>Campaign.Status</field>																									
<readable>true</readable>																									
</fieldPermissions>																									
<fieldPermissions>																									
<editable>true</editable>																									
<field>Contact.AccountId</field>																									
<readable>true</readable>																									
</fieldPermissions>																									
<fieldPermissions>																									
<editable>true</editable>																									
<field>Contact.Birthdate</field>																									
<readable>true</readable>																									
</fieldPermissions>																									
<fieldPermissions>																									
<editable>true</editable>																									
<field>Contact.Email</field>																									
<readable>true</readable>																									
</fieldPermissions>																									
<fieldPermissions>																									
<editable>true</editable>																									
<field>Contact.Fax</field>																									
<readable>true</readable>																									
</fieldPermissions>																									
<fieldPermissions>																									
<editable>true</editable>																									
<field>Contact.HomePhone</field>																									
<readable>true</readable>																									
</fieldPermissions>																									
<fieldPermissions>																									
<editable>true</editable>																									
<field>Contact.MailingAddress</field>																									
<readable>true</readable>																									
</fieldPermissions>																									
<fieldPermissions>																									
<editable>true</editable>																									
<field>Contact.MobilePhone</field>																									
<readable>true</readable>																									
</fieldPermissions>																									
<fieldPermissions>																									
<editable>true</editable>																									
<field>Contact.OtherAddress</field>																									
<readable>true</readable>																									
</fieldPermissions>																									
<fieldPermissions>																									
<editable>true</editable>																									
<field>Contact.OtherPhone</field>																									
<readable>true</readable>																									
</fieldPermissions>																									
<fieldPermissions>																									
<editable>true</editable>																									
<field>Contact.Phone</field>																									
<readable>true</readable>																									
</fieldPermissions>																									
<fieldPermissions>																									
<editable>true</editable>																									
<field>Contact.Title</field>																									
<readable>true</readable>																									
</fieldPermissions>																									
<hasActivationRequired>false</hasActivationRequired>																									
<label>FundraisingBox Connector Standard Objects</label>																									
<objectPermissions>																									
<allowCreate>true</allowCreate>																									
<allowDelete>true</allowDelete>																									
<allowEdit>true</allowEdit>																									
<allowRead>true</allowRead>																									
<modifyAllRecords>true</modifyAllRecords>																									
<object>Account</object>																									
<viewAllFields>false</viewAllFields>																									
<viewAllRecords>true</viewAllRecords>																									
</objectPermissions>																									
<objectPermissions>																									
<allowCreate>true</allowCreate>																									
<allowDelete>true</allowDelete>																									
<allowEdit>true</allowEdit>																									
<allowRead>true</allowRead>																									
<modifyAllRecords>true</modifyAllRecords>																									
<object>Campaign</object>																									
<viewAllFields>false</viewAllFields>																									
<viewAllRecords>true</viewAllRecords>																									
</objectPermissions>																									
<objectPermissions>																									
<allowCreate>true</allowCreate>																									
<allowDelete>true</allowDelete>																									
<allowEdit>true</allowEdit>																									
<allowRead>true</allowRead>																									
<modifyAllRecords>true</modifyAllRecords>																									
<object>Contact</object>																									
<viewAllFields>false</viewAllFields>																									
<viewAllRecords>true</viewAllRecords>																									
</objectPermissions>																									
<objectPermissions>																									
<allowCreate>true</allowCreate>																									
<allowDelete>true</allowDelete>																									
<allowEdit>true</allowEdit>																									
<allowRead>true</allowRead>																									
<modifyAllRecords>true</modifyAllRecords>																									
<object>GiftCommitment</object>																									
<viewAllFields>false</viewAllFields>																									
<viewAllRecords>true</viewAllRecords>																									
</objectPermissions>																									
<objectPermissions>																									
<allowCreate>true</allowCreate>																									
<allowDelete>true</allowDelete>																									
<allowEdit>true</allowEdit>																									
<allowRead>true</allowRead>																									
<modifyAllRecords>true</modifyAllRecords>																									
<object>GiftCommitmentSchedule</object>																									
<viewAllFields>false</viewAllFields>																									
<viewAllRecords>true</viewAllRecords>																									
</objectPermissions>																									
<objectPermissions>																									
<allowCreate>false</allowCreate>																									
<allowDelete>false</allowDelete>																									
<allowEdit>false</allowEdit>																									
<allowRead>true</allowRead>																									
<modifyAllRecords>false</modifyAllRecords>																									
<object>GiftDesignation</object>																									
<viewAllFields>false</viewAllFields>																									
<viewAllRecords>true</viewAllRecords>																									
</objectPermissions>																									
<objectPermissions>																									
<allowCreate>true</allowCreate>																									
<allowDelete>true</allowDelete>																									
<allowEdit>true</allowEdit>																									
<allowRead>true</allowRead>																									
<modifyAllRecords>true</modifyAllRecords>																									
<object>GiftRefund</object>																									
<viewAllFields>false</viewAllFields>																									
<viewAllRecords>true</viewAllRecords>																									
</objectPermissions>																									
<objectPermissions>																									
<allowCreate>true</allowCreate>																									
<allowDelete>true</allowDelete>																									
<allowEdit>true</allowEdit>																									
<allowRead>true</allowRead>																									
<modifyAllRecords>true</modifyAllRecords>																									
<object>GiftTransaction</object>																									
<viewAllFields>false</viewAllFields>																									
<viewAllRecords>true</viewAllRecords>																									
</objectPermissions>																									
<objectPermissions>																									
<allowCreate>true</allowCreate>																									
<allowDelete>true</allowDelete>																									
<allowEdit>true</allowEdit>																									
<allowRead>true</allowRead>																									
<modifyAllRecords>true</modifyAllRecords>																									
<object>PaymentInstrument</object>																									
<viewAllFields>false</viewAllFields>																									
<viewAllRecords>true</viewAllRecords>																									
</objectPermissions>																									
<objectPermissions>																									
<allowCreate>true</allowCreate>																									
<allowDelete>true</allowDelete>																									
<allowEdit>true</allowEdit>																									
<allowRead>true</allowRead>																									
<modifyAllRecords>false</modifyAllRecords>																									
<object>PushTopic</object>																									
<viewAllFields>true</viewAllFields>																									
<viewAllRecords>false</viewAllRecords>																									
</objectPermissions>																									
<recordTypeVisibilities>																									
<recordType>Account.Business_Account</recordType>																									
<visible>true</visible>																									
</recordTypeVisibilities>																									
<recordTypeVisibilities>																									
<recordType>PersonAccount.PersonAccount</recordType>																									
<visible>true</visible>																									
</recordTypeVisibilities>																									
</PermissionSet>
5

Deploy to your Org

sf project deploy start --source-dir force-app/main/default/permissionsets/ --target-org MyOrgAlias

Last updated