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Create App Profiles

In Management > App management, the Tenant Owner and Service Administrators can click Create and follow the steps below to create app profiles.

  1. Select services – Select a tenant and select services for which you want to create app profiles. Click Next.

    *Note: Before you create an app profile, you must ensure that the tenant has been connected to AvePoint Online Services. For more details on connecting tenants, refer to Connect Your Salesforce Tenant.

  2. Choose setup method – Modern mode is the recommended mode for all AvePoint’s default apps. In this mode, the related apps are listed in a service-based view, and you can consent to apps separately for the selected services.

  3. Consent to apps – To consent to an app, click Consent next to the app.

    For a Salesforce tenant, creating an app profile for the service app used by Cloud Backup for Salesforce requires consent of a Salesforce account with the System Administrator profile or another profile with the same permissions.

  4. When you finish creating app profiles, you can click Finish to exit the Create app profile wizard.

Permissions Required by Cloud Backup for Salesforce

The following permissions requested by AvePoint Online Services should be accepted to ensure the Cloud Backup for Salesforce® functionality works. Once you accept these permissions, the AvePoint Online Services Administration app for authentication can be created accordingly in Salesforce or Salesforce sandbox.

- Access the identity URL service - Manage user data via APIs - Manage user data via Web browsers - Access Connect REST API resources - Access Visualforce applications - Access unique user identifiers - Access custom permissions - Access Analytics REST API resources - Access Analytics REST API Charts Geodata resources - Manage hub connections - Manage Pardot services - Access Lightning applications - Access content resources - Manage Data Cloud Ingestion API data - Manage Data Cloud profile data - Perform ANSI SQL queries on Data Cloud data - Access chatbot services - Perform segmentation on Data Cloud data - Manage Data Cloud Identity Resolution - Access Headless Forgot Password API - Manage Data Cloud Calculated Insight data - Access Headless Registration API - Access Interaction API resources - Access all Data Cloud API resources - Access Einstein GPT services - Access Headless Passwordless Login API - Perform requests at any time

Permissions Required by MyBiz for Salesforce

The following permissions should be accepted when you accept the AvePoint MyBiz for Salesforce app.

- Access the identity URL service - Manage user data via APIs - Perform requests at any time

Permissions Required by Insights for Salesforce

When you create the Insights forSalesforce app profile in AvePoint Online Services, the Insights forSalesforce app will be automatically set up in your Salesforce tenant.

The following application permissions should be accepted when you authorize the Insights for Salesforce app.

- Perform requests at any time - Manage user data via APIs