Create a custom permission set and assign it to the user importing your data.


1. You must first enable: Set Audit Fields upon Record Creation under System Permissions. See this article for information about this setting.


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2. Navigate to Setup > Permission Sets > New. Follow this article for more information about enabling these permissions. 


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3. Name it Importing Permission Set or anything that clearly indicates what this permission set is. Select the license your users are assigned. Click Save.


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4. Navigate to System Permissions and enable the required permissions.

5. Enable "Set Audit Fields upon Record Creation" permission in System Permissions.


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6. Assign this permission set to the user who will be importing your data into Litify.



Next article:
Importing Parties





 

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