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Create/Update Permission Set for Foxit API User (Salesforce)

Explains how to create or update a permission set for the Foxit API user within Salesforce.

Answer

Purpose

To create a Salesforce Permission Set named FoxitAPIUser and grant full object and field permissions for Foxit Envelopes (FoxiteSign__Envelope__c).

Scope

Follow this SOP when provisioning or updating permissions for users or integrations that require full access to Foxit eSign Envelope records in Salesforce.

Prerequisites

Before starting, confirm:

  • You have Salesforce admin or permission-set management rights.
  • You know the object name: FoxiteSign__Envelope__c.
Procedure

 

1) Go to Permission Sets

  1. Log in to Salesforce.
  2. In Quick Find, type Permission Sets.
  3. Click Permission Sets in the results.
  4. Click New to create a new permission set.

 

 

2) Create the Permission Set

  1. In Label, enter: FoxitAPIUser
  2. In API Name, enter: FoxitAPIUser
    1. (Salesforce may auto-fill API Name after Label — verify it matches.)
  3. Click Save

 

3) Open Object Settings

Inside the Permission Set, find and click Object Settings.

 

 

4) Locate the Foxit Envelopes object

  1. In the Object Settings search bar, search for:
    1. Foxit Envelopes
    2. or API name FoxiteSign__Envelope__c
  2. Click Foxit Envelopes (FoxiteSign__Envelope__c) to open its settings.

 

5) Enable Object Permissions

  1. Click Edit.

 

 

  1. Enable the required object permissions (as shown in the doc), typically:
    1. Read
    2. Create
    3. Edit
    4. Delete
    5. View All
    6. Modify All
    7. Write (if applicable in your org’s UI)
  2. Click Save.

 

6) Enable Field-Level Security

  1. Still within the object’s settings, scroll to Field Permissions.
  2. Check/select all fields as shown in the document.
  3. Click Save.
Post-Setup Validation (Recommended)

After saving:

  1. Re-open the Permission Set → Object Settings → Foxit Envelopes.
  2. Confirm:
    1. All intended object permissions are enabled.
    2. All fields are set correctly for visibility/editing as needed.
Notes / Tips
  • If this Permission Set already exists, skip Step 2 and start from Step 3 to update permissions.
  • Grant only the permissions required for the integration’s role if your security model prefers least privilege (this SOP currently grants broad access).