How to activate Session-Based Permission Sets without code

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

1. In the Setup Quick Find search Flows and select it
2. Click New Flow in the upper right corner
3. Choose Screen Flow then click Create
4. Under the Start element, click the + to add a new element
5. Search for and select Activate Session-Based Permission Set
6. Give the element a meaningful Label and Description
7. For the Permission Set Name input, use the API name of the Permission Set
8. Click Done
9. Click on the element you just created then click Add Fault Path
10. On the new fault path add a Screen element
11. Give the element a meaningful Label and Description
12. Add the Display Text component to the screen and name it Display Error
13. 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
14. Click Save at the top of the screen. Give the Flow a meaningful Flow Label and Description
15. Click Debug and test the Flow as needed
16. Once tested you can Activate the Flow.

Step 2: Distribute the Screen Flow

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

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

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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