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Metadata API Connection Issues FAQ
Andrew Fawcett edited this page Apr 12, 2021
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To configure rollups with this tool your user needs a connection and permissions to the Salesforce Metadata API. The Welcome tab for the tool provides a check for this and help guide through the configuration required. If your org is using My Domain you will have a much easier time and no Remote Site setting will be required. Regardless though your user will need the following permissions.
- API Access
- Metadata API Access or Modify All Data
- Author Apex (needed to use Manage Child Triggers button)
- Customize Application (needed to use Manage Rollup Summaries tab to update Custom Metadata)
Note: The above are powerful permissions please review fully before enabling - typically these are enabled for Admin users.
Known Issues
- Release v2.12 Welcome tab incorrectly stated the Remote Site was created when it was not
- Starting with v2.13 of the too the Welcome page has been fixed and enhanced to improve the setup experience
- Session based IP restrictions can interfere with the tool, see here.