# Salesforce Permissions

To perform certain operations in Salesforce — like installing an iFrame or creating custom fields — we need the right permissions. Below are the steps to grant access.

> You **must be** logged in as a user with the **System Administrator profile**

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Recorded Mar 14, 2025.
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1. Click the **Quick Settings** button in the top-right corner.
2. Click **Open Advanced Setup**.
3. In the search field on the left, type **Permission** **Sets**.
4. Select **Permission Sets** from the search results.
5. On the newly opened page, at the top of the table, click the **New** button.
6. In the **Label** input field, enter **hockeystack**.
7. Scroll down and click **Save**.
8. On the newly opened page, scroll down to the **System** section.
9. Select **System Permissions**.
10. On the newly opened page, at the top of the table, click the **Edit** button.
11. Locate **Modify Metadata Through Metadata API Functions** and check the checkbox.
12. Locate **Customize Application** and check the checkbox.
13. Locate **Author Apex** and check the checkbox.
14. Locate **Allows users to modify Named Credentials and External Credentials** and check the checkbox.
15. Locate **Assign Permission Sets** and check the checkbox.
16. Locate **Manage Profiles and Permission Sets** and check the checkbox.
17. Scroll to the top of the table and click **Save**.
18. In the modal window that appears, click **Save**.
19. On the newly opened page, at the top, click **Manage Assignments**.
20. On the newly opened page, click the **Add Assignment** button in the top-right corner.
21. Check the box next to the user associated with the HockeyStack account.
22. Click **Next** in the bottom-right corner.
23. On the newly opened page, click **Assign** in the bottom-right corner.
24. On the final page, click **Done** in the bottom-right corner.


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