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Permission Sets
A permission set is a collection of settings and permissions that give users access to various tools and functions. Permission sets extend users’ functional access without changing their profiles and are the recommended way to manage your users’ permissions.
Required Editions
Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
Available in: Essentials, Contact Manager, Professional, Group, Enterprise, Performance, Unlimited, Developer, and Database.com Editions |
Watch how you can grant users permissions using permission sets.
Users can have only one profile but, depending on the Salesforce edition, they can have multiple permission sets. You can assign permission sets to various types of users, regardless of their profiles.
Create permission sets to grant access for a specific job or task, regardless of the primary job function or title of the users they’re assigned to. For example, let’s say you have several users who must delete and transfer leads. You can create a permission set based on the tasks that these users must perform and include the permission set within permission set groups based on the users’ job functions.
If a permission isn’t enabled in a profile but is enabled in a permission set, users with that profile and permission set have the permission. For example, if Manage Password Policies isn’t enabled in a user’s profile but is enabled in one of their permission sets, they can manage password policies.
A permission set's overview page provides an entry point for all of the permissions in a permission set. To open a permission set overview page, from Setup, enter Permission Sets in the Quick Find box, then select Permission Sets and select the permission set you want to view. To see the permission set’s enabled object, user, field, and custom permissions and which permission set groups it’s included in, click View Summary.
- Guidelines for Creating Permission Sets and Permission Set Groups
Review these recommendations on setting up your permission sets and permission set groups. - Create Permission Sets
Create permission sets that contain the permissions necessary for your users to complete a specific job or task. - Configure Permissions and Access in Permission Sets
Configure object, field, and user permissions as well as other access and feature settings in permission sets. - Manage Permission Set Assignments
You can assign permission sets to a single user from the user detail page or assign multiple users to a permission set from any permission set page. - Manage Permission Sets in the Enhanced Permission Set List View
Manage permission sets more easily with improved search options and advanced filtering with the Enhanced Permission Set List View. - Types of Permission Sets
Salesforce offers several types of permission sets to help your users achieve their business goals. - Permission Set Considerations
Be aware of these considerations and special behaviors for permission sets. - Standard Permission Sets
A standard permission set consists of a group of common permissions for a particular feature associated with a permission set license. Using a standard permission set saves you time and facilitates administration because you don’t need to create the custom permission set. - Integration Permission Sets
Integration permission sets define the scope of data access by Salesforce integration-related features and services. - Session-Based Permission Sets
A session-based permission set applies to a specific user session to grant someone functional access to permissions. - View Permissions Enabled in a Permission Set or Permission Set Group
To help you manage your users’ permissions, you can see all object, user, field, and custom permissions that are enabled for a permission set or permission set group in its summary page. You can also see which permission set groups the permission set is included in and vice versa. - See the Count of Permission Set Groups a Permission Set Is Added To
See how many permission set groups a specific permission set is included in. This count can help you to estimate the potential impact on your users before making a change to a permission set. - Work with Permission Set Lists
Create list views to help view and manage your permission sets. You can also edit permissions in multiple permission sets at the same time using list views. - Search Permission Sets
To quickly navigate to other pages in a permission set, you can enter search terms in any permission set detail page. - Report on Custom Permission Set and Permission Set Group Assignments
To help you manage users, report on your users’ assigned custom permission set and permission set groups. Create a custom report type before building reports on custom permission set or permission set group assignments.