Sample Permission Sets for Vlocity Insurance and Vlocity Health

Use the sample permission sets to give your users access to only those features that are essential for performing their tasks, such as read-only access or create and edit record access. Each permission set grants a different level of access to a different set of objects and fields. You can customize the permission sets. Salesforce recommends sample permission sets for Vlocity Insurance and Vlocity Health to easily grant the right access to your users.

Where: Available in Spring '22 and later releases.

Who: Permission sets can be used by existing and new customers using either managed package licenses or permission set licenses.

How: You can create sample CLM and DocGen permission sets by running apex commands in Developer Console.