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Salesforce Personalization
Customize Permission Sets

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.

Required Editions

User Permissions Needed
To manage permission sets: Manage Profiles and Permission Sets
  1. From Setup, go to Permission Sets.
  2. Click Clone next to either the Personalization Admin or Personalization User set.
  3. Give the new permission set a unique name and save it.
  4. Customize the system permissions and object settings as needed.
 
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