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Create and configure a permission set

Create and configure a permission set

Once the ā€˜Create Audit Fieldsā€™ permission has been enabled this system permission has to be assigned to the central service account.

For more detailed information about about how to Create and configure a permission set, please see Create Permission Sets and Assign a Permission Set to Multiple Users in help.salesforce.com.

Instructions

  1. In Salesforce go to Setup.

  2. Search for Users > Permission Sets.

  3. Create a new Permission Set:

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  4. Give a name to the new permission set (for example: Set audit Fields Permission Set) and save it:

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  5. Once it is created it will be open for editing. Scroll down and click on System permissions:

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  6. The System Permissions page will be shown. Click on Edit:

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  7. Find Set Audit Fields upon Record Creation and check it:

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  8. Press Save to save the permission set:

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  9. Confirm the changes by pressing Save again:

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  10. Assign the DocuFlow service account to the permission set by pressing Manage Assignments:

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  11. Choose Add Assignments:

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  12. Select the service account you want to assign the Permission Set to and press Assign:

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