24Files Automation - Set Up a Dedicated Integration User
Starting with 24Files version 5.70, we've updated our package to align with Salesforce's new security standards. All operations now run in User Mode, meaning user-level permissions are enforced across all actions. This change enhances security but also requires you to reassess how your automated flows and triggers are configured.
Automated User Permission Challenges
This change impacts flows and triggers executed by the "Automated Process" user. This user frequently lacks the necessary Field Level Security (FLS) permissions, leading to errors.
Specifically, the "Automated Process" user does not support some newer Salesforce methods that enforce User Mode, as detailed in https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_classes_enforce_usermode.htm. While it's technically possible to adjust permissions for the "Automated Process" user, it can be challenging. You can find more information on the Automated Process user https://unofficialsf.com/understanding-the-automated-process-user-the-default-workflow-user.
Recommended Setup: Dedicated Integration User
To avoid permission issues and ensure smooth operation, we strongly recommend using a dedicated Integration User for your automated workflows with 24Files.
Benefit | Description |
|---|---|
✔️ Proper Permissions | Easily assign field-level and object-level access via permission sets. |
✔️ Compatible with User Mode | Works seamlessly with modern Salesforce security enforcement. |
✔️ Audit Trail | Activity is clearly tracked and linked to a visible user, just like with “Automated Process.” |
✔️ No Login Required | Integration users don’t need login access. Salesforce includes 5 free Integration User licenses. |
How to Set Up a Secure Integration User for 24Files:
Create an Integration User: Go to Setup > Users: Create a new user using one of your Integration User Licenses.
Assign Required Permissions: Grant necessary access through permission sets.
Assign 24Files License: Grant a 24Files license to this Integration User.
Set the default workflow user: Go to Setup > Process Automation Settings: Set the Integration Users as the Default Workflow User.
For flows to use your designated "default workflow user" instead of the "Automated Process" user, the flow's API version must be 54.0 or higher.