Permission Sets in Salesforce

Introduction

• Purpose: Discuss permission sets in Salesforce
• Update: Info on permission sets has been updated since the previous video
• Channel Growth: 14 subscribers away from hitting 1000

Permission Sets Overview

• Use: To open up object-level security in one-off scenarios
• Example: Sales team member helping service team with a specific case due to product knowledge

Creating a Permission Set

1. Initial Steps

   • Navigate to Permission Sets in Setup
   • Click on 'New'
   • Enter a Label (e.g. 'New')
   • Session activation requirement option
   • Select License Type (e.g. Chatter Free, Partner User, Sales User, etc.)
   • Click 'Save'

2. Key Elements of Permission Sets

   • Assigned Apps: Assign apps (e.g. Sales Console) based on the permission set
   • Assigned Connected Apps: Similar to Assigned Apps
   • Object Settings: Major area for permissions
     • Configure access for objects like 'Cases'
     • Set Tab Visibility
     • Define Object Permissions (Read, Edit, Create, Delete)
     • Set Field Permissions (Read, Edit access)
   • App Permissions: Custom and additional permissions for elements like Apex Classes, Flows, External Data Sources, Custom Metadata, etc.
   • System Permissions
     • Common one-off permissions (e.g. Edit Dashboards, Modify All Data)
     • Important for Salesforce Advanced Admin Exam

Assigning Permission Sets

• Navigate to 'Manage Assignments'
• Assign it to a specific user (e.g. yourself in test org)
• Option to remove assignments

Conclusion

• Recap of the improved quality of discussion on permission sets
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