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Manage Users and Data Access
Create a Permission Set to Use the Named Credential

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Create a Permission Set to Use the Named Credential

Create a custom permission set to enable users to use the Tooling API for the User Access and Permissions Assistant. You can assign this permission set to any users who use the app.

Required Editions

Available in: all editions except Starter
User Permissions Needed
To create permission sets Manage Profiles and Permission Sets

Before you complete this task, complete the Create a Connected App for the Tooling API and Create a Named Credential for the Tooling API tasks.

  1. From Setup, in the Quick Find box, enter Permission, and then select Permission Sets.
  2. Click New.
  3. Enter a label and API name, and then save.
  4. On the page for your new permission set, select Named Credential Access.
  5. Click Edit.
  6. Select Tooling_API_Credential, and add it to the Enabled Named Credentials.
  7. Save your changes.
  8. Navigate to the permission set page, and then select Assigned Connected Apps.
  9. Click Edit.
  10. Select the connected app that you created previously, and add it to Enabled Connected Apps.
  11. Save your changes.

You're now ready to install the app! Continue to Download the App from Appexchange.

 
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