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[Docs] Subscribe permission Modify Metadata Through Metadata API Functions #606

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laurenzlong merged 4 commits into from
May 16, 2026
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[Docs] Subscribe permission Modify Metadata Through Metadata API Functions #606

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add modify Metadata Through Metadata API Functions
jlimatampersand May 11, 2026
2655844
fix typo
jlimatampersand May 11, 2026
1032131
mention metadata api
jlimatampersand May 11, 2026
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Lauren updates
laurenzlong May 16, 2026
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7 changes: 6 additions & 1 deletion src/customer-guides/salesforce.mdx
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Expand Up @@ -313,10 +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:
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@graphite-app graphite-app Bot May 16, 2026

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Grammatical error in documentation text. The phrase "because they dependent permissions" is missing a verb.

Issue: Incomplete sentence that will be confusing to readers.

Fix:

Salesforce auto-enables these when you enable the above permissions, because they are dependent permissions:

or

Salesforce auto-enables these when you enable the above permissions, because they're dependent permissions:
Suggested change
Salesforce auto-enables these when you enable the above permissions, because they dependent permissions:
Salesforce auto-enables these when you enable the above permissions, because they are dependent permissions:

Spotted by Graphite

Fix in Graphite

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- `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.

To ensure that you have the necessary permission to use Subscribe Actions, please follow these instructions:
- [For a Profile](#1-configure-system-permissions)
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