permission sets

All You Need to Know About Permission Sets

Salesforce Profiles and Permission sets control what users can access, see, and do in your Salesforce org. This permission management is a critical activity in ensuring the security and integrity of data while maintaining the smooth operation of the organization. However, as your organization grows, the number of permissions can grow and can become a difficult challenge to manage.

Salesforce introduced permission sets in the Winter '12 release. Permission sets allow Salesforce administrators to grant individual permissions in combination with profiles to facilitate access for specific users, thus reducing the number of proliferating profiles in your Salesforce org.

The permission set in Salesforce offers a number of benefits that reduce the time and inconvenience of assigning and revoking permission set assignments for multiple users. A simplified user interface allows the administrator to select one or more of her permissions to grant to one or more of her users at the same time.

When searching for a user, if you select a permission set, only unassigned permissions are displayed in the list. This is useful when trying to allocate more than 1000 users. Salesforce Permissions makes it easier than ever to set user permissions by granting permissions to as many users as you want in one simple and intuitive screen.

Permission sets allow you to grant additional access and existing profile permissions to specific users. It does not include modifying existing profiles, creating new profiles, or deploying administrator profiles if not required.

Permission set controls object permissions, field permissions, user permissions, Tab Settings, Application Settings, Apex Class Access, and Visualforce Page Access.

dont miss out iconDon't forget to check out: Assign Permission Set at the User Creation Made Simple: What You Need to Know | Salesforce Guide

Ways to use Permission Sets in Salesforce

Permission sets allow users to grant access to custom objects or entire apps and grant temporary or long-term permissions to specific fields.

Permission Set Types:

  • Custom Permission Set: Administrators can create this custom permission set based on the tasks users perform.
  • Integration Permission Sets: Organizations can only change certain types of permissions, and editability is based on specific integration use cases.
  • Managed Permission Set: Installs from a managed package and has the namespace of the package.
  • Session-Based Permission Sets: Provides feature access only through predefined session types.
  • Default Permission Set: Contains common permissions for the role associated with the Permission Set license.

Steps to Create a Permission Set:

Step 1: Under Settings, enter Permission Sets and select Permission Sets in the Manage Users section.

Step 2: Click New and enter the required information.

Step 3: Select the type of user (license) for the permission set.

Step 4: Click Save.

Note: When creating a permission set, you can select licenses for specific users or permission sets. If only users with a license type can use the permission set, select User's License.

dont miss out iconCheck out another amazing blog by Kapil here: What are Apex Triggers? | All You Need to Know

Permission Set Limit:

You can create 1000 permission sets. This limit varies by Salesforce features and edition type. You cannot revoke access using the permission set. You can only allow access and also cannot assign the permission set to a custom object in master/detail relationship if the master is a standard object


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