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Create a Permission Set Group
Before you create a permission set group, assess your existing permission sets and users. Evaluate the types of job functions that your target group of users have, and group the permission sets based on their job functions.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| Available in: Contact Manager, Group, Essentials, Professional, Enterprise, Performance, Unlimited, Developer, and Database.com Editions |
| User Permissions Needed | |
|---|---|
| To create a permission set: | Manage Profiles and Permission Sets |
| To assign a permission set: | Assign Permission Sets |
| To create a permission set group: | Manage Profiles and Permission Sets |
Tip Setup with Agentforce can help you work with permission set groups more efficiently. For more information, see Setup with Agentforce and User Access Management in Setup with Agentforce.
- From Setup, in the Quick Find box, enter Permission Set Groups, then select Permission Set Groups.
- Click New Permission Set Group.
- Enter a label and description for the permission set group, and save your work.
- To see your new permission set group in a list view, from Setup, select Permission Set Groups again, then from the list view dropdown menu choose All Permission Set Groups.
To delete a permission set group, select the permission set group in the list view to open the Permission Set Group detail page, then click Delete.
Note Before you delete a permission set group, keep these points in mind:
- You must remove all user assignments from the permission set group before you can delete it.
- You can’t delete Salesforce-provided standard permission set groups. You can only delete custom permission set groups.
- When you view permission set groups in a list view, Delete and other actions aren’t available in the list view dropdown menu.
For more information on deleting permission set groups, see Permission Set Group Considerations.
- Add Permission Sets to Permission Set Groups
After you’ve created a permission set group, you can add permission sets to the group based on the needs of a particular user job role or persona. - Remove Permission Sets from Permission Set Groups
If you no longer need a permission set in a permission set group, you can remove the permission set from the group.
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