Minimum Access User Additional Permissions

This article refers to the least permissive profile recently introduced from Salesforce.

Beyond the SDocs Users permission set, some additional permissions will need to be ensured so the Minimum Access profile can perform simple functions through S-Docs.

SDocs Emailing User

This will cover Emailing from LWC and SDLegacy (button code)

1

System Permissions

• Access Activities
• Edit Task

2

Object Permission

• Contact

  • R/W/C/D
• Task

  • Read and Edit permissions fields

3

Org-Wide Email Address

• You only need to confirm the profile is listed under Setup > Organization-Wide Addresses

SDocs Document Generation

This will cover document generation along with runtime prompts, writeback

1

Base Object

• Object - R/W
• Fields - Read (for merge fields)
• Fields - Edit (for writeback)

SDocs Automation

This will cover document generation through SDJobs using the connected app for Run As User

1

• Apex REST Services

2

• To create Files (ContentVersion): Experience Cloud site membership