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Types of Permission Sets
Salesforce offers several types of permission sets to help your users achieve their business goals.
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 |
Depending on what you and your users want to do, you can employ a combination of permission set types when administering your Salesforce org. Salesforce offers the following permission set options.
| Permission Set Type | Description | Typical Use Case |
|---|---|---|
| Custom Permission Set | Created by administrators based on tasks that users perform. | Users who perform the same tasks but have different personas or roles. For example, sometimes users who create and edit contracts are in separate departments. Create a permission set for the tasks, and then include the permission set in appropriate permission set groups based on their personas. |
| Integration Permission Set | Offered by Salesforce for specific integrations. Only certain permission types can be modified by your org. The editability is based on the specific integration’s use case. | You connect to the cloud to exchange data with integration partners. Integration permission sets define the scope of data access by Salesforce integration-related features and services. Depending on the integration features, integration permission sets can:
|
| Managed Permission Set | Installed from a managed package and has the package namespace. | Package developers include entitlements to access features in a managed package. Permissions in these permission sets aren’t editable by subscriber orgs. |
| Session-Based Permission Set | Allows functional access only during a predefined session type. | You limit access to functionality for more security. Or, you sometimes limit access to equipment to users in certain roles. For example, let’s say your org has a custom object called Conference Room. A mobile app called Conference Room Sync has read and update access to the object. You can create a permission set to allow updates to the object only when the Conference Room Sync connected mobile app generates the user’s session. |
| Standard Permission Set | Includes common permissions for a feature associated with a permission set license. Using standard instead of custom permission sets saves time and facilitates administration. For more information, see Standard Permission Sets in Salesforce Help. |
Users who require permissions for a permission set license. |
