Transcript for:
Permission Sets in Salesforce

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