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Personalization Standard Permission Sets
Use standard, predefined permission sets to define Salesforce Personalization user roles, or clone a standard permission set and customize it.
Using Standard Permission Sets
Streamline Salesforce Personalization user permission setup using predefined, standard permission sets. You can choose permissions for either the Personalization Admin or Personalization User roles.
- Personalization Admin: For users needing full control to configure and manage Salesforce Personalization, this permission set provides create, read, update, and delete access.
- Personalization User: Ideal for roles like channel marketers, this permission set enables users to create and manage market-focused personalization features without granting unnecessary access to underlying data configuration.
This table provides details about system permissions granted for each permission set role.
| System Permissions | Personalization Admin | Personalization User |
|---|---|---|
| Access Personalization Platform | Yes | Yes |
| Allows user access Data 360 | Yes | Yes |
| Attribution Model User | Yes | Yes |
| Personalization Intelligence User | Yes | Yes |
| Use CRM Analytics Templated Apps | Yes | Yes |
| View Developer Name | Yes | Yes |
This table provides details about the default object settings for each permission set role.
| system permissions | Personalization admin | personalization user |
|---|---|---|
| Data Graph Definitions |
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| Data Model Field |
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| Data Model Object |
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| Data Model Taxonomy |
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| Data Model Category |
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| Data Space Definitions |
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| Data Space |
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| Engagement Signals |
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| Experiments |
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| Streaming App Data Connectors |
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| Personalization Objectives |
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| Personalization Points |
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| Personalization Recommenders |
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| Content Schemas (previously called Response Templates) |
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| Batch Decisions |
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| Engagement Signal Compound Metrics |
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| Attribution Models |
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| Market Segment Definitions |
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| Data Object Tag Suggestion |
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- Assign a Standard Permission Set
Select a predefined set of permissions to assign Personalization Admin or Personalization user roles to users. - Customize Permission Sets
While the standard permission sets cover most use cases, you can clone a permission set to create a custom version with more granular control.
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