CRM Migration FAQs

How can I get access to all objects in Salesforce?

Before performing the migration from Salesforce, it’s recommended to make sure that authorized user has access to all objects data. To do that, follow the next steps: Sign into your Salesforce and go to ‘Setup’ in the upper-right corner. Then, press ‘Manage Users’ and ‘Permission Sets’ on the left sidebar and click on ‘New’ after

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Before performing the migration from Salesforce, it’s recommended to make sure that authorized user has access to all objects data. To do that, follow the next steps:

  1. Sign into your Salesforce and go to ‘Setup’ in the upper-right corner. Then, press ‘Manage Users’ and ‘Permission Sets’ on the left sidebar and click on ‘New’ after that.
Permission Sets
 

2. Create the permission set by entering the required information and press ‘Save.’

NOTE: keep License field value as None, this will allow you to make required changes further.

Create the permission set

3. Now, go to ‘System permissions,’ and

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click on ‘Edit’ on top of the System Permissions list.

‘Edit’ on top of the System Permissions list

4. The next step is finding the permission set named ‘View All Data’ and ticking the box next to it.

View All Data

5. Go to  App Permission → Content → Query All Files (check the option Allows View All Data users to SOQL)

Query All Files

6. Then, come back to on top of the page to press ‘Manage Assignments,’ and

Manage Assignments

‘Add Assignment’ after that.

Add Assignment

7. Finally, choose the user for allowing him/her to access all Salesforce data, click ‘Assign’ and ‘Done.’ At this point, all Salesforce objects records can be viewed by the authorized user.

Assign
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