Events and Milestones Editions and Permissions

Required Events and Milestones Permissions

To use Events and Milestones, Salesforce admins and users need one of these permission sets. Typically, a Salesforce admin assigns a permission set that includes this user permission. Because the feature is included in multiple products, the products and licenses in your org determine which permission set is available.

These permission sets provide full access to the Events and Milestones feature and the associated objects.

Customizing Permissions

If you customize Events and Milestones, such as adding fields, create a custom permission set. To remove user permissions from the default permission set, create a muting permission set. Then, use permission set groups to assign users the Events and Milestones Component permission in addition to your custom permission sets. This approach ensures that you always have the latest default permissions and is an alternative to cloning permission sets.