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Set Up and Maintain Your Salesforce Organization
Exempt Users from Transaction Security Policies

Exempt Users from Transaction Security Policies

If you have transaction security policies that work well for most users, but not all, you can assign specific users the Exempt from Transaction Security user permission. Assign this permission only when transaction security policy metering regularly blocks business-critical actions. For example, assign it to users who make bulk or automated bulk API calls. You can assign this user permission to integration users or admins responsible for transaction security policies who you don't want to get blocked.

Required Editions

Available in both Salesforce Classic (not available in all orgs) and Lightning Experience.

Available in: Enterprise, Unlimited, and Developer Editions

Requires Salesforce Shield or Salesforce Event Monitoring add-on subscriptions.

Note
Note The Exempt from Transaction Security user permission doesn’t apply to the LoginEvent type. Transaction Security policies can’t check a user permission until after the user logs in.
  1. Do one of the following:
    1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
    2. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
  2. Select a permission set or profile.
  3. Depending on whether you’re using permission sets or profiles, do one of the following:
    1. In permission sets or the enhanced profile user interface, select a permission. In the Find Settings dialog box, enter Exempt from Transaction Security. Click Edit, select the option, and click Save.
    2. In the original profile user interface, select a profile name, and then click Edit. Select Exempt from Transaction Security. Click Save.
 
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