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How to activate Session-Based Permission Sets without code

Julkaisupäivä: Aug 25, 2025
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Sometimes there are business requirements to temporarily give a user elevated access to do a certain task. This can be done with session based permission sets. This article goes over how to use a screen flow to activate a session based permission set without using code.
 

Ratkaisu
Use a Screen Flow to Activate the Permission Set
Distribute the Screen Flow
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Step 1: Use a Screen Flow to Activate the Permission Set

27.png

Image shows the completed flow showing two elements connected to a start element with an end element at the bottom. One of the elements is on the fault path of the primary action element.

a. In the Setup Quick Find search Flows and select it
b. Click New Flow in the upper right corner
c. Choose Screen Flow then click Create
d. Under the Start element, click the + to add a new element
e. Search for and select Activate Session-Based Permission Set
f. Give the element a meaningful Label and Description
g. For the Permission Set Name input, use the API name of the Permission Set
h. Click Done
i. Click on the element you just created then click Add Fault Path
j. On the new fault path add a Screen element
k. Give the element a meaningful Label and Description
l. Add the Display Text component to the screen and name it Display Error
m. In the display text add a message like: 
An Error Occured: {!$Flow.FaultMessage}
Be sure to include {!$Flow.FaultMessage} so the user knows what happened, then click Done
n. Click Save at the top of the screen. Give the Flow a meaningful Flow Label and Description
o. Click Debug and test the Flow as needed
p. Once tested you can Activate the Flow.

Step 2: Distribute the Screen Flow

image

The Lightning App Builder shows a page called Special Access and a single component on it for the Flow.

Note: You can also do a very similar thing to deactivate session based permission set licenses.

a. In the Setup Quick Find search Lightning App Builder and select it
b. Click New to create a new page
c. Select the Type of App
d. Add the Flow component to the page and select the name of the Flow you created
e. Click Save then Activate in the popup modal
f. Set the page icon and settings, which apps to add it to along with which profiles can access it, then click Save

See Also:
Session-based Permission Sets
Get Started with Session-Based Permission Sets
Flow Builder Tour
Build a Flow
Build Flows with Flow Builder
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Written By: Andrew Russo | Salesforce Answers Leader
Andrew Russo is an Accidental Archa-Admin-Eloper-Analyst at BACA Systems. He has been in the Salesforce ecosystem since 2017 and has immense platform knowledge. He empowers Trailblazers to become more proficient in their use of Salesforce. 

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000692557

 
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Salesforce Help | Article