Modify All Data 

System Permission 

Required to query, access, and restore all data across all objects. 

Critical 

Enables bulk record access 

API Enabled 

Profile / Permission Set Setting 

Enables API access required for all backup and restore operations. 

Critical 

None 

API Only User 

Profile / Permission Set Setting 

Restricts UI access for the Authenticated User, improving security. 

Optional (recommended) 

Must be assigned via profile or permission set 

Session Activation Required = False 

Permission Set Setting 

Prevents session disruption that blocks token-based integration access. 

Critical 

Must be set in permission set 

Query All Files 

App Permission 

Required to access and restore private files efficiently. 

Critical 

None 

View All Custom Settings 

System Permission 

Enables access to custom settings used in backup/restore relationships. 

Critical 

None 

View All Lookup Record Names 

System Permission 

Needed to preserve lookup relationships and ensure record links are restorable. 

Critical 

None 

Edit Read Only Fields 

System Permission 

Enables restore into fields like Case.ClosedDate or system audit fields. 

Critical (if applicable) 

None 

Set Audit Fields on Record Creation 

System Permission (UI-enabled) 

Preserves CreatedDate and CreatedBy values during record restoration. 

Optional 

Must enable via UI 

Update Records with Inactive Owners 

System Permission (UI-enabled) 

Prevents restore failures when records are owned by inactive users. 

Optional 

Must enable via UI 

Manage Flow 

System Permission 

Required to access and back up Flow metadata and configuration. 

Critical (if applicable) 

None 

Run Flows 

System Permission 

Required for runtime execution of flows (important for restore testing). 

Critical (if applicable) 

None 

Manage Orchestration Runs and Work Items 

System Permission 

Supports Flow Orchestration object access since Winter ’23. 

Optional (if applicable) 

None 

Manage Experiences 

System Permission 

Required if Experience Cloud is enabled; enables restore of site data. 

Optional (if applicable) 

Requires Experience Cloud 

Manage Prompts 

System Permission 

Required to back up Salesforce In-App Guidance (Prompt Versions). 

Optional (if applicable) 

Target object must be accessible 

Access Conversation Entries 

Administrative Permission 

Resolves Summer '21 issue that triggers errors, even if unused. 

Optional 

Fixed in Patch 13 (Summer ’21) 

Manage All Private Reports and Dashboards 

System Permission 

Enables access to and restore of user-specific reports and dashboards. 

Optional 

None 

CRM Analytics Plus Admin 

Permission Set License 

Required to back up Einstein Analytics / Tableau CRM (force.com API-supported). 

Optional (if applicable) 

Requires license assignment 

Knowledge User + View Articles 

Feature License + System Permission 

Needed to back up and restore Lightning Knowledge articles. 

Optional (if applicable) 

Requires Knowledge enabled 

View Encrypted Data 

System Permission 

Required to back up and restore fields encrypted with Classic Encryption. 

Critical (if applicable) 

Requires encryption enabled 

Manage Encryption Keys 

System Permission 

Required to back up the TenantSecret object. 

Optional (if applicable) 

None 

Customize Application 

System Permission 

Avoids cross-reference issues during metadata backup or validation rule evaluation. 

Optional 

None 

Manage Users 

System Permission 

Enables retrieval of Profile metadata and supports Analyze Profile Permissions logic. 

Optional 

None 

Modify Metadata Through Metadata API Functions 

System Permission 

Required if restoring Apex classes, triggers, or custom metadata. 

Optional (advanced) 

None 

View Setup and Configuration 

System Permission 

Useful when backing up metadata like Apps, Tabs, and Layouts. 

Optional (recommended) 

None 

View and Edit Converted Leads 

App Permission 

Allows access to lead data, including converted leads. 

Optional 

None 

Access Email Templates and Letterheads 

System/Object Permission 

Required for email template and branding configuration backups. 

Optional (if applicable) 

None 

Access Chatter Data (FeedItem, FeedComment) 

Object-Level Access 

Required to back up and restore Chatter posts and conversations. 

Optional (if applicable) 

None