hey everyone welcome back to my channel
today we're going to be going over permission sets and salesforce i did this
video way back in the beginning of my channel and since then permission sets
have been updated a little bit and also my setup for filming these
videos has improved miles and miles and before we get into the video about
permission sets i would really love it if you could hit the subscribe button and the like
button i'm currently about 14 subscribers away from hitting that 1000 mark and it would
mean a lot if you would do that for me so let's jump into permission sets um a little
bit about permission sets they are used to open up object level security in a one-off
scenario for a user or two or maybe depending on your org it could if you have
a very large org it could be like 10 users so a great example of when you would want to use
this rather than create a whole new profile um is when you have an org with a sales team and
a service team one of the sales team members is very knowledgeable about the product and
the sales user has been asked to help create help the service members with a case that involves
the product that the sales users are super knowledgeable knowledgeable about because of their
knowledge so this would be a one-off scenario where you'd want to create a permission set for
that sales user to be able to help on those cases so let's go ahead and jump into our setup
and then we can go to permission sets all right let's go permission sets in the quick find up here all right so when you're
creating a new permission set you'll click new you'll have a label i'm just
going to have this be new you have session activation required
which means that they have to reactivate their session you could have it also
be a certain license so you could have it be a permission set for a chatter free user
or for a partner user or for a sales user i am going to click none and hit save here all right and permission sets have loads and
loads of different things in them and we're going to brush by some of these and just really
go to the what i would classify as the three most important parts so we've got our assigned apps
so that is up here in the 3x3 you can assign apps based upon a permission set so let's say
you had a sales user they need to see the sales console and similarly for service users if you
had a service user you'd want to have them see the service console so that's where you would go
in and assign it based upon their permission set and remember these are already in addition
to profiles so their profile might already include this this is for the one-off scenario to
give them access assign connected apps these are very similar to the assigned apps and then next
we have object settings this is one of the bigger the bigger permissions that
you can give you can give the access to all of these different objects
that are in there so let's go through and i would like to give access to our cases so i clicked on cases
and when we go into cases we'll be able to say yes i want them to be able to go into it which
is the tab so i want it to be available to them and then what kind of object permissions are
they read edit create delete or they're great so in the case of the sales user i want them to read and edit i don't want
them to have create or delete and then here you'll be able to give either read access or edit access onto
specific fields all right so now we can click save and this is for all the different
objects that are in the object settings all right now i want to go back
to this permission set overview and then we have app permissions apac apex class
access digital course page access external data source access flow access so can you execute flows
this could be really important depending on how complex your org is named credential access data
category visibility custom permissions so custom permissions um i've used them in the past so if
you have a really really custom org where you have um different things that people need access
to that you cannot give via permission set um in the typical standard permissions then you would
create custom permission to give access for it custom metadata types custom settings and then we have system permissions and service
providers i want to go into system permissions so here is where all of the fun one-off system
permissions lie whenever i've had a user come to me and say hey emily there is this permission
that i need but i'm not quite sure how to get it and then i'm confused because i'm like well
this isn't really object access this isn't um other access it must be a system permission
so you have different things like enabling that you can edit dashboards or dashboard folders or
edit certain tasks these would all be here and oftentimes it just takes a quick google search
of how to give this permission in salesforce um and oftentimes it'll come up with an answer
that it is in this permissions system permissions and then you'll be able to give it via
a permission set and this is probably the number one use case i've seen for permission
sets is giving these system permissions to a user all right so those are system permissions
one thing though before we move on is that system permissions are a larger portion
that i've noticed on the advanced admin exam so you'll want to be very familiar
with the edit and modify permissions within the system permissions for that
exam and that's all i'll say on that before we close out the video i want to show
you how you assign these permission sets you just go to manage assignments and then from here you give it to a
specific user so we can give it to myself um because i'm the only one that
has a salesforce license in this test org so i'm going to click assign assign it
to myself and there we go that is done we can also remove assignments from here you
can also do it on the user profile and those are permission
sets i hope this was helpful and a much better quality than
my first video on permission sets be sure to like and subscribe really helps out my
channel and i'll catch you guys in the next one