When you hear the word “Permission,” you think of “authorization,” “consent,” and “license”. Well, that is what the word connotes in Salesforce, too! Essentially, permission in Salesforce is a collection of settings and permissions that extend a user’s access to data without changing their data. This article will explore the processes of using Salesforce Permission Sets to enhance data security.
Salesforce has a feature called Permission Sets. Simply put, a permission set is a collection of settings and permissions that give users access to various tools and functions within Salesforce.
As an admin, you can grant permissions and licenses and control everything within the organization. A profile is assigned to a user when creating one in Salesforce. A profile in Salesforce primarily defines what a user can do within the org. From access to data to actions they can perform or even the objects they can use, the system admin fully controls that.
However, what happens when the system administrator needs to give a specific user access to an object they do not initially have access to? That is where the permission set comes in. Permission sets allow admins to extend extra abilities or functionalities to users.
1. Open the Setup and type “permission set” into the quick find box.
The above screenshot shows the steps to access permission sets from the Salesforce setup interface. Navigate to Setup, type "permission set" in the Quick Find box, and click "New" to create a new permission set.
2. Click on “New” and give your permission to set a label.
The screenshot shows the instructions on how to label permission sets in Salesforce. Click 'New' and then type the name/label of your permission set in the label box.
3. Scroll down to “System Permissions.”
The above screenshot shows how to access system permissions in Salesforce. Navigate to Setup, type 'permission set' in the Quick Find box, click 'New', enter the name/label of your permission set in the label box, and scroll down.
4. Click “edit” so you can select your permissions.
The above screenshot shows the process of saving permissions when creating a permission set in Salesforce.
5. Select the permissions you want and “edit” and “save.”
The above Screenshot shows the "Save" button to confirm permissions before assigning them to a user in Salesforce.
6. Click the “manage assignment” button to assign the permission set to specific users.
The screenshot shows the click of the manage assignment button to assign the permission set to specific users in Salesforce.
7. Click the “add assignment” button to select the users you want to give the permissions…
The screenshot shows how to click the add assignment button to select the users for whom you want to grant permissions in Salesforce.
8. Select a user, and you are good to go!
The above screenshot shows how to select a user, assign the permission set, and click next in Salesforce.
And you are done!
Permission sets are essential for customizing access and simplifying Salesforce administration. By using them, organizations can achieve a more secure, flexible, and manageable approach to data access and security in Salesforce. It's important to understand how to assign settings and permissions using permission sets as an administrator.
