Creating permission sets

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Creating permission sets

A permission set is a collection of permissions and settings that provides users the access to various tools and functions. The settings and permissions available in permission sets are also found in user profiles, however, permission sets can extend the functional access to users without having to change their profiles.

For example, if you want to provide access to a custom object to users across multiple profiles, you can create a permission set, enable the required permissions for the object, and assign the permission set to the user profiles. It is not required to change the user profiles or create a profile for a single use case. Similarly, you can assign permission sets to specific users.

Users are set up with a single user profile, however, they can have multiple permission sets.

Prerequisites

The following is the prerequisite to creating a permission set:

  • A Salesforce account is created.

Steps

Perform the following steps to to create new permission sets:

  1. Log in to your Salesforce account.

  2. Go to your Username.

  3. Click Setup, Administer, Manage Users.

  4. Select Permission Sets.

    The Permission Sets page is displayed.

  5. Click New.

    The Create page is displayed.

  6. Specify the Label. This is the business name of the permission set.

  7. Specify the API Name.

    Note:

    The API Name must begin with a letter and only alphanumeric characters are to be used. It must not contain any spaces or end with an underscore or two consecutive underscores.  

  8. Provide a Description of the permission set.

  9. Select the User License.

    Note:

    This determines which permission sets can be assigned to a user. For example, a permission set with the Community login license can only be assigned to users with the Community login license.

    If you select --None--, you can assign this permission set to any user as long as the enabled permissions are allowed in the user's license.

  10. Click Save.

    The permission set is created and displayed in the list of permission sets.

    Note:

    To create permission sets with the existing sets, click Clone against the permission set that is to be copied.

    Hint: Permission sets > Action > Clone.

    • You can clone a permission set only if the new one has the same user license as the original permission set.
    • In a cloned permission set, you cannot select a different license.