Permission Sets

 

Overview

 

Permission sets are a feature that allow you to expand upon a profile’s base access in an additive manner, furthering the capabilities of the user(s) they’re assigned to.

 

How Are Permission Sets Used?

 

They allow you to expand upon a profiles features. Sets can be assigned individually or localized into groups and then assigned to users.

This is also a powerful tool that eliminate the need to constantly generate new profiles for minor changes or niche use cases.

 

What is the Benefit?

 

Security

Being able to grant more defined permissions to specific users gives an organization tight control over data access and permissions.

 

Customization

Permission sets allow for fine tuning access requirements and being able to quickly roll out the changes. As organizations become more diverse, this flexibility aids in User Management, Onboarding and maintenance.

 

Common Use Cases of Permission Sets

Use Case Roles Scenario Outcome
Ad-Hoc Access Admins Increased Access
  • Use cases will arise where certain users need more access than profile grants
    • Utilize Perm Sets to add additional access, instead of creating multiple profiles
  • Increased flexibility in profile structure
  • Ease of maintenance from a security perspective
Custom Permissions Admins Grouped Capabilities
  • Define groups of permissions needed for varying business functions
    • Quote Management perm set, instead of profile
      • Grants full access to quote management capabilities
      • Can quickly be added to users as needed
  • Can be referenced in formulas/automation/rules
    • Allows for inclusion/exclusion from processes without specific name checks

 

 

 

Who is Impacted?

 

Salesforce Users

Similar to profiles there is a direct impact on a users ability to complete their daily tasks.

 

Salesforce Administrators

Greater flexibility in how access is ultimately granted to the Salesforce instance.

 

Related Terms

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