From 2d342ef316320337807f74ea553d4797a18a282c Mon Sep 17 00:00:00 2001 From: Jaehyun Lim Date: Sun, 10 May 2026 22:53:23 -0700 Subject: [PATCH 1/4] add modify Metadata Through Metadata API Functions --- src/customer-guides/salesforce.mdx | 1 + 1 file changed, 1 insertion(+) diff --git a/src/customer-guides/salesforce.mdx b/src/customer-guides/salesforce.mdx index 72921120..2b9cf032 100644 --- a/src/customer-guides/salesforce.mdx +++ b/src/customer-guides/salesforce.mdx @@ -317,6 +317,7 @@ If the integration contains Subscribe Actions, a number of special permissions a - `View Roles and Role Hierarchy`: Ensures the integration has the correct visibility context so Salesforce can successfully send events; without this, events may be generated but not delivered. - `Manage Custom Permissions`: Allows the integration to create and manage dedicated event channels and channel memberships used specifically for the installation's subscription events. - `Customize Application`: Required to configure artifacts like Named Credentials, which allows subscription to happen in a secure way. +- `Modify Metadata Through Metadata API Functions`: Required to configure change data capture setting like even channels and channel members. To ensure that you have the necessary permission to use Subscribe Actions, please follow these instructions: - [For a Profile](#1-configure-system-permissions) From 2655844767d0138824d39941c57b195a40cb9f7a Mon Sep 17 00:00:00 2001 From: Jaehyun Lim Date: Sun, 10 May 2026 22:53:56 -0700 Subject: [PATCH 2/4] fix typo --- src/customer-guides/salesforce.mdx | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/customer-guides/salesforce.mdx b/src/customer-guides/salesforce.mdx index 2b9cf032..e0d99aaf 100644 --- a/src/customer-guides/salesforce.mdx +++ b/src/customer-guides/salesforce.mdx @@ -317,7 +317,7 @@ If the integration contains Subscribe Actions, a number of special permissions a - `View Roles and Role Hierarchy`: Ensures the integration has the correct visibility context so Salesforce can successfully send events; without this, events may be generated but not delivered. - `Manage Custom Permissions`: Allows the integration to create and manage dedicated event channels and channel memberships used specifically for the installation's subscription events. - `Customize Application`: Required to configure artifacts like Named Credentials, which allows subscription to happen in a secure way. -- `Modify Metadata Through Metadata API Functions`: Required to configure change data capture setting like even channels and channel members. +- `Modify Metadata Through Metadata API Functions`: Required to configure change data capture setting like event channels and event channel members. To ensure that you have the necessary permission to use Subscribe Actions, please follow these instructions: - [For a Profile](#1-configure-system-permissions) From 1032131073ff0b3256d6c5f1495a506dd2a45d5e Mon Sep 17 00:00:00 2001 From: Jaehyun Lim Date: Sun, 10 May 2026 22:56:31 -0700 Subject: [PATCH 3/4] mention metadata api --- src/customer-guides/salesforce.mdx | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/customer-guides/salesforce.mdx b/src/customer-guides/salesforce.mdx index e0d99aaf..390162b7 100644 --- a/src/customer-guides/salesforce.mdx +++ b/src/customer-guides/salesforce.mdx @@ -317,7 +317,7 @@ If the integration contains Subscribe Actions, a number of special permissions a - `View Roles and Role Hierarchy`: Ensures the integration has the correct visibility context so Salesforce can successfully send events; without this, events may be generated but not delivered. - `Manage Custom Permissions`: Allows the integration to create and manage dedicated event channels and channel memberships used specifically for the installation's subscription events. - `Customize Application`: Required to configure artifacts like Named Credentials, which allows subscription to happen in a secure way. -- `Modify Metadata Through Metadata API Functions`: Required to configure change data capture setting like event channels and event channel members. +- `Modify Metadata Through Metadata API Functions`: Required to configure change data capture settings like event channels and event channel memberships through Metadata API. To ensure that you have the necessary permission to use Subscribe Actions, please follow these instructions: - [For a Profile](#1-configure-system-permissions) From b7ccea977a63d5b74c15130493c27e504b0e6703 Mon Sep 17 00:00:00 2001 From: Lauren Long Date: Fri, 15 May 2026 20:24:11 -0700 Subject: [PATCH 4/4] Lauren updates --- src/customer-guides/salesforce.mdx | 8 ++++++-- 1 file changed, 6 insertions(+), 2 deletions(-) diff --git a/src/customer-guides/salesforce.mdx b/src/customer-guides/salesforce.mdx index 390162b7..2559aa67 100644 --- a/src/customer-guides/salesforce.mdx +++ b/src/customer-guides/salesforce.mdx @@ -313,11 +313,15 @@ To ensure that you have the necessary system permission, please follow these ins If the integration contains Subscribe Actions, a number of special permissions are required. Here's an explanation of why each permission is necessary: +These permissions need to be explicitly enabled: + +- `Modify Metadata Through Metadata API Functions`: Required to configure event channels and event channel memberships through Metadata API. +- `Customize Application`: Required to configure artifacts like Named Credentials, which allows Ampersand to securely connect to the event channels. + +Salesforce auto-enables these when you enable the above permissions, because they dependent permissions: - `View Setup and Configuration`: Enables the integration to access Salesforce setup configuration in order to create webhook subscription settings. - `View Roles and Role Hierarchy`: Ensures the integration has the correct visibility context so Salesforce can successfully send events; without this, events may be generated but not delivered. - `Manage Custom Permissions`: Allows the integration to create and manage dedicated event channels and channel memberships used specifically for the installation's subscription events. -- `Customize Application`: Required to configure artifacts like Named Credentials, which allows subscription to happen in a secure way. -- `Modify Metadata Through Metadata API Functions`: Required to configure change data capture settings like event channels and event channel memberships through Metadata API. To ensure that you have the necessary permission to use Subscribe Actions, please follow these instructions: - [For a Profile](#1-configure-system-permissions)