Important Notes

General
  • Upserts are generally not recommended due to the extremely slow speed. It will most likely take much longer to make the upsert than it would to split the records into separate Insert and Update files.
  • As stated above, you cannot have an ObjectPermissions or FieldPermissions record where all “permissions” fields are FALSE. If you try to update or insert one, you will get an error. Instead, to remove all access to an object, you have to delete the ObjectPermissions record.
  • Custom Settings and Custom Metadata Types don’t have ObjectPermissions records related to them. Trying to insert or update them will just return an error.
  • Watch out for permissions dependencies. When updating permission using the Profile edit page for example, Salesforce will automatically enable dependent permissions when needed. When data loading permissions, Salesforce will not automatically update user or system permissions on the profile if you try to update an object permission that has a dependency. Instead the update or insert will fail and you will get an error on that row. Accounts in particular have a large number of dependencies. Example:
FIELD_INTEGRITY_EXCEPTION: Permission Convert Leads depends on permission(s): Create Account; Permission Read All Asset depends on permission(s): Read All Account; Permission Read All Contract depends on permission(s): Read All Account; Permission Read All Dsx_Invoice__c depends on permission(s): Read All Account; Permission Read All Orders__c depends on permission(s): Read All Account; Permission Read All OrgChartPlus__ADP_OrgChartEntityCommon__c depends on permission(s): Read All Account; Permission Read All OrgChartPlus__ADP_OrgChart__c depends on permission(s): Read All Account; Permission Read All Partner_Keyword_Mapping__c depends on permission(s): Read All Account; Permission Read All Zuora__CustomerAccount__c depends on permission(s): Read All Account
  • Additionally, keep in mind what is required at the Object level when setting certain permissions. For example, all levels of access (Edit, Create, etc..) require Read access. Delete access requires Read as well as Edit. Modify All requires all levels of access except Create. Salesforce will not allow you to data load permissions with illegal combinations of CRED access.
  • When using SOQL to query object permissions, be aware that some object permissions are enabled because a user permission requires them. The exception to this rule is when “Modify All Data” is enabled on the Profile or Permission Set (note: not to be confused with the "Modify All" CRED permission). While it enables all object permissions, it doesn’t physically store any object permission records in the database. As a result, unlike object permissions that are required by a user permission - such as “View All Data” or “Import Leads” - the query still returns permission sets with “Modify All Data,” but the object permission record will contain an invalid ID that begins with “000”. This ID indicates that the profile has full access due to “Modify All Data” and the object permission record can’t be updated or deleted.
  • To remove full access from these objects, disable “Modify All Data” at the Profile level, and then delete the resulting object permission record.
Resources

Object Permissions:
https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_objectpermissions.htm

Field Permissions:
https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_fieldpermissions.htm


Revision #4
Created Wed, Jul 8, 2020 6:56 PM by Justin Mitchell
Updated Wed, Jul 8, 2020 7:05 PM by Justin Mitchell