To Migrate “Create date” Field to Salesforce, it is necessary to Enable ‘Create Audit Fields’ within the platform.
See how to do that in Lightning Experience:
- Click Setup -> Setup (from drop-down).
- Select User Interface
- Push User Interface
- Choose “Enable Set Audit Fields upon Record Creation and Update Records with Inactive Owners User Permissions.”
![Create-Audit-Fields](https://www.findmycrm.com/hubfs/Imported_Blog_Media/Create-Audit-Fields1.jpg)
How to Enable ‘Create Audit Fields’ in Salesforce Classic:
- Click Setup
- Select Customize
- Click on User Interface
- Choose “Enable Set Audit Fields upon Record Creation and Update Records with Inactive Owners User Permissions.”
![Create-Audit-Fields-2](https://www.findmycrm.com/hubfs/Imported_Blog_Media/Create-Audit-Fields2.jpg)
![Create-Audit-Fields-21](https://www.findmycrm.com/hubfs/Imported_Blog_Media/Create-Audit-Fields21.jpg)
The same tutorial can be applied in Enterprise, Performance, Unlimited and Developer Editions.
Note. After enabling organization-wide permissions, it is necessary to grant the permissions to your Users with custom profiles and other editions as well:
Create a Permission Set In Salesforce Lightning:
- Go to top right corner of the screen and press Setup -> Setup (from drop-down)
- Go to the left and choose Users -> Permission Sets.
- Click New.
- Enter Permission Set information such as ‘Label’ and ‘Description’. Also, you may specify a ‘User license’ (if required)
- Click Save.
- Push System Permissions.
- Click Edit on the next page.
- Find ‘Set Audit Fields upon Record Creation’ and check the box for it. Note: If you do not see this option it’s likely that it is not currently enabled.
- Click Save.
![access Permission Set Object Settings](https://www.findmycrm.com/hubfs/Imported_Blog_Media/access%20Permission%20Set%20Object%20Settings.png)
Create a Permission Set In Salesforce Classic:
- Go to top right corner of the screen and press Setup
- Go to the left and choose Manage Users -> Permission Sets.
- Click New.
- Enter Permission Set information such as ‘Label’ and ‘Description’. Also, you may specify a ‘User license’ (if required)
- Click Save.
- Push System Permissions.
- Click Edit on the next page.
- Find ‘Set Audit Fields upon Record Creation’ and check the box for it. Note: If you do not see this option it’s likely that it is not currently enabled.
- Click Save.
![permission sets](https://www.findmycrm.com/hubfs/Imported_Blog_Media/permission%20sets.png)
Assign the Permission Set In Salesforce Lightning:
- Go to top right corner of the screen and press Setup -> Setup (from drop-down)
- Go to the left and choose Users -> Permission Sets.
- Choose the name of Permission Set and push it
- Click Manage Assignments
- Click Add Assignments
- Select the User/Users to whom you want to assign the ‘Permission Set.’
- Click Assign
- Click Done
Assign the Permission Set In Salesforce Classic:
- Go to top right corner of the screen and press Setup
- Go to the left and choose Manage Users -> Permission Sets
- Choose the name of Permission Set and push it
- Click Manage Assignments
- Click Add Assignments
- Select the User/Users to whom you want to assign the ‘Permission Set.’
- Click Assign
- Click Done