Omnata Product Documentation
  • Omnata Sync for Snowflake
    • What is Omnata Sync for Snowflake?
    • How it works
      • Terminology
      • Branching Mode
      • Sync Directions and Strategies
        • Outbound
        • Inbound
      • Rate Limiting
      • Access Control
      • Notifications
      • Security and Privacy
      • Internal tables
      • Internal Stored Procedures
      • FAQ
    • Step-by-step guides
      • 1. Install the Omnata Sync Engine
      • 2. Install the Omnata Plugin
      • 3. Configure the Plugin
      • 4. Create a connection
      • 5. Create a sync
    • Apps
      • Aerobotics
        • 📘Release History
      • Airtable
        • 📘Release History
      • Amazon Ads
        • Privacy Notice
      • ApprovalMax
        • 📘Release History
      • Bamboo HR
        • 📘Release History
      • Clockify
        • 📘Release History
      • Contentful
        • 📘Release History
      • GitHub
        • 📘Release History
      • Github
      • Google Ads
        • 📘Release History
      • Google Sheets
        • 📘Release History
      • HubSpot
        • 📘Release History
      • Hubspot
      • Infor Data Lake
        • 📘Release History
      • Jira
        • 📘Release History
      • LinkedIn Ads
        • 📘Release History
      • Mailgun
        • 📘Release History
      • Marketo
        • 📘Release History
      • Meta Marketing
        • 📘Release History
      • Microsoft Ads
        • 📘Release History
      • Microsoft Dynamics 365 Business Central
        • 📘Release History
        • 📘Release History
        • 📘Release History
        • 📘Release History
        • 📘Release History
      • Microsoft Entra ID
        • 📘Release History
        • 📘Release History
        • 📘Release History
        • 📘Release History
      • Microsoft Excel
      • Microsoft SQL Server
        • 📘Release History
      • Monday.com
        • 📘Release History
      • MRPeasy
        • 📘Release History
      • PayHero
        • 📘Release History
      • Pinterest Ads
        • Privacy Policy
      • PostgreSQL
        • 📘Release History
      • Salesforce
        • Salesforce Permissions needed
        • Formula Fields
        • How we use the Salesforce APIs
        • 📘Release History
      • Salesforce Marketing Cloud
        • OAuth for APIs, SFTP for file transfer with GPG on outbound
        • OAuth for APIs, SFTP for file transfer
        • OAuth for APIs, Cloud Storage for file transfer
        • 📘Release History
      • Shopify
        • Outbound sync data structures
        • 📘Release History
      • Slack
        • 📘Release History
      • Tiktok Ads
        • Privacy Policy
      • Typeform
        • 📘Release History
      • Wise
        • 📘Release History
      • Xero
        • 📘Release History
      • Zendesk Support
        • 📘Release History
        • 📘Release History
    • Plugins
      • Anatomy of a Plugin
      • Example Plugins
        • Example Plugin: Slack
        • Example Plugin: Zoho CRM
      • Creating Plugins
      • Advanced Plugin topics
        • Advanced rate limiting / concurrency
        • Custom Jinja filters
        • Custom Record Transformers
        • Dynamic Configuration Forms
        • Test case generation
    • Branching
      • Inbound Sync branching
      • Outbound Sync branching
    • Integrations
      • dbt
        • Validation Tests (coming soon)
    • 📘Release History
  • Omnata Connect for Salesforce
    • Overview
    • Getting Started
      • Install the Salesforce App
      • Connect to your data warehouse
        • Snowflake
        • BigQuery
        • Rockset
        • Firebolt
        • SingleStore (previously MemSQL)
      • Deciding which mode to use
    • Omnata with Salesforce Connect (External Objects)
      • Object Configuration
      • View your data in a list
      • Link to other objects
      • Use in a Report
      • Database schema changes
      • Writing to External Objects
    • Omnata with Salesforce Lightning Components
      • Object Configuration
      • View your data in a list
      • Link to other objects
      • Using the Lightning Component on a page
      • Assigning Permissions
    • Advanced Features
      • Row Level Filtering
      • Multi-Currency handling
        • About Multi-Currency
        • Support in Omnata Connect
        • Apex Features
    • Integrations
      • Datadog
    • Omnata with Salesforce Apex
    • Security
    • Use cases
      • Linked object drill-downs
      • Global Search
      • ERP and historical data
      • Embedded product metrics
    • Best Practices
      • Global Search
      • Change Management
      • Snowflake table design
      • Salesforce page layout
      • Salesforce Caching
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Salesforce Permissions needed

PreviousSalesforceNextFormula Fields

Last updated 3 months ago

A user with the "Salesforce Integration" license type can be used for all sync functionality, to avoid paying for a user license. Contact us if you need any assistance with getting this working correctly.

Outbound Syncs

In general, you need either "Modify All" on the objects you wish to write to, or "Modify all data" at the org level.

Inbound Syncs

In general, you need either "Read All" on the objects you wish to read, or "Read all data" at the org level.

However, there are a couple of situations that require extra privileges:

Formula Fields

These are retrieved via the metadata API, so you need "Modify Metadata Through Metadata API Functions" (even though we are only reading).

Picklist Values

To read picklist values, we execute some Apex code via the tooling API to retrieve all picklist values in bulk. For this reason, you need the "Author Apex" system permission.

At first, may appear that a Salesforce Integration user cannot be granted this permission as it is hidden from the profile editing screen.

give it the system permission:

and then assign the permission set to the user.

Instead, you must create a Permission Set with no specific license type: