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Reference a 'permission set' in a 'formula,' 'workflow rule,' or 'validation rule'

Veröffentlichungsdatum: Aug 22, 2024
Beschreibung

Custom Permission Sets cannot be referenced directly in a Formula/Workflow Rule/Validation Rule. However, a work around can be implemented in order to make Custom Permission Sets referenced.
Lösung

To make a Custom Permission Set available for Formulas/Workflow Rules/Validation Rules, follow these steps:
 

Create the Custom Permission Set that needs to be referenced

  1. Click Setup
  2. In the Quick Find / Search... type Permission
  3. Click Permission Sets
  4. Click New
  5. Add Label(your preference) and API Name(automatically populates)
  6. Click Save

Create a Custom Permission called the same name as the Custom Permission Set

  1. Click Setup
  2. In the Quick Find / Search... type Custom Permission
  3. Click Custom Permissions
  4. Click New
  5. Add Label(your preference) and Name(automatically populates)
  6. Click Save

 

Add the Custom Permission to the Custom Permission Set

  1. Click Setup
  2. In the Quick Find / Search... type Permission
  3. Click Permission Sets
  4. Choose the Permission Set that you created
  5. Click Custom Permission
  6. Click Edit
  7. Click the Custom Permission that you created from the Available Custom Permissions and Click Add making it Enabled Custom Permissions

 

Reference the Custom Permission as a Global Variable in the required Formula/Workflow Rules/Validation Rule ($Permission.Custom_Permission_Name).
 

1. Open the formula editor for the Validation Rule or Workflow Rule
2. Click the 'Insert Field' button
3. select 'Permission'
4. Select the Custom Permission name then click 'Insert'


Additional Resources:

Creating Custom Permissions
Creating Custom Permission Sets
Permission Sets
 
Nummer des Knowledge-Artikels

000386266

 
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Salesforce Help | Article