You are here:
Create Permission Sets
Create permission sets that contain the permissions necessary for your users to complete a specific job or task.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Essentials, Contact Manager, Professional, Group, Enterprise, Performance, Unlimited, Developer, and Database.com Editions |
| User Permissions Needed | |
|---|---|
| To create permission sets: | Manage Profiles and Permission Sets |
| To assign permission sets: | Assign Permission Sets |
You can clone a permission set or create one. A cloned permission set starts with the same licenses and enabled permissions as the original one. A new permission set starts with no licenses selected and no permissions enabled.
To grant a user a permission via a permission set or permission set group, the user must have a user license or permission set license that supports the permission.
- From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
- Click New.
- Enter your permission set information.
-
Select the types of users for the permission set. Select a specific user or permission
set license. Or, if users with different licenses are assigned the permission set, select
None. If the permission set is associated with a specific
license, it can only include the permission and settings entitled by that license.
When creating a permission set for a specific permission set license, refer to that feature’s documentation. For example, to create a permission set for the Identity Connect permission set license, use these steps along with the Identity Connect documentation.
Note If you select None, to assign users to the permission set, the users must still be entitled to its included permissions via their user license or separately assigned permission set licenses. - Add the required permissions and settings to the permission set. For more information, see Configure Permissions and Access in Permission Sets in Salesforce Help.
You have several Sales Users who are currently allowed to read, create, and edit leads. But you need some users to also delete and transfer leads. You create a permission set for this specific task. Under Object Settings, select Leads and enable delete. Under App Permissions, find and enable the Transfer Leads permission. Assign the permission set to users who need these permissions.
