Salesforce permission sets control access to following the principle of the least privilege. Here are some tips on how to use them …
Here are highlights from article 8 Salesforce Permission Sets Tips | Salesforce Ben
1. Granular Control: Permission sets allow for granular control of access in Salesforce, extending access based on roles and responsibilities.
– Permission sets are useful for providing additional permissions to specific subsets of users.
– They are particularly beneficial when different divisions within a team have different responsibilities.
2. Retirement of Profile Permissions: Salesforce announced the retirement of permissions on profiles in the Spring ’26 release.
– Only a few things, such as page layout assignments, will remain controlled on profiles.
– Admins need to plan ahead and transition to using permission sets for controlling access.
3. Permission Set Groups: Permission set groups bundle multiple permission sets together to represent the access needed for a specific persona or job function.
– For example, a permission set group can define the access for the marketing team as a whole.
4. Release Notes: Stay up-to-date with permissions updates by reading the release notes.
– Updates to permission sets and related functionality are mentioned in the release notes.
– This helps admins understand future changes and their impact on day-to-day operations.
5. View Summary (Beta): The Winter ’24 release introduced the View Summary feature, currently in beta, which provides a complete overview of a permission set.
– Admins can quickly analyze permissions within a permission set.
– The View Summary feature includes information on permission set groups, app and system permissions, and individual field permissions.
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