Create an App Profile
Once a Salesforce organization has been successfully connected, create a Cloud Backup for Salesforce® app profile for the organization. For details, refer to in the AvePoint Online Services user guide.
Required Permissions:
- To back up, archive, and restore your data using AvePoint Cloud Backup for Salesforce®, make sure the account that connect the Salesforce organization in AvePoint Online Services has the **API Enabled**, **Manage Users**, and **Modify Metadata Through Metadata API Functions**/**Modify All Data** system permissions; To back up/archive data, make sure the account also has the **Read** permission to all parent object records of the data you want to back up/archive; To back up/archive all files in the environment, make sure the account also has the **Query All Files** permission. To restore data, make sure the account also has the **Edit** and **Create** permissions to all parent object records of the data you want to restore.
- To back up/archive field values, make sure the account that connects the Salesforce organization in AvePoint Online Services has the **Read** permission to the fields you want to protect/archive.
- To back up/archive objects, make sure the account that connects the Salesforce organization in AvePoint Online Services has the **Read** permission to the objects you want to protect/archive.
- To back up/archive records of user activities, make sure the account that connects the Salesforce organization in AvePoint Online Services has the **View All Data** permission.
- To restore the audit fields, including **CreateById** and **CreatedDate** fields, enable the **Set Audit Fields upon Record Creation** and **Update Records with Inactive Owners** permissions in Salesforce.
To check the permissions of the authenticated user for the organization connection, refer to Back Up Data.
If the connected user does not have sufficient permissions, you need to re-authorize the app profile by following the instructions in .
Note that Salesforce has published an to restrict the use of uninstalled connected apps from early September 2025. This will not affect your organization if there are no apps to be created/reauthorized. However, for organizations who need to create a new app or reauthorize an app, you must either install the app in your Salesforce environment, or ensure that the user consenting to the app has the following required permissions:
- If API Access Control is enabled, only the “Use Any API Client permission” gives access to use uninstalled apps.
- If API Access Control isn’t enabled, trusted users can use uninstalled apps if they have the “Approve Uninstalled Connected Apps” permission
Refer to the following table to check the apps:
| Environment | Connected apps |
|---|
| Commercial | AvePoint Online Services Administration |
| Commercial | AvePoint Online Services Tenant Registration |
| GOV | AvePoint Online Servies Government Administration |
| GOV | AvePoint Online Services Government Tenant Registr |
| PH | AvePoint Online Servies Government Administration |
| PH | AvePoint Online Services Tenant Registration for S |
