Metadata API Connection Issues FAQ

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 in some cases the Remote Site was created when it was not
• Starting with v2.13 of the Welcome tab has been fixed and enhanced to improve the setup experience
• Session based IP restrictions can interfere with the tool, see here.