Salesforce as a platform is great and offers possibilities to customize overall access, permissions, and experience for small or large groups of users. But what happens when we are looking at limiting certain functionalities to individual users, which may or may not represent the same persona or team? In this post, we will explore how …
Here are highlights from article Custom Permissions in Salesforce: Fine-Tuning User Access | Salesforce Ben
1. Salesforce Custom Permissions:
– Custom Permissions are a control mechanism for custom functionality not available in permission sets or profiles.
– Custom permissions can be enabled in a permission set or profile to allow access to certain items or processes.
– Dependencies can be created between custom permissions.
2. Creating a Custom Permission:
– Creating a custom permission is as simple as creating a custom field.
– It is recommended to name the custom permissions clearly and add a description.
3. Use Cases for Salesforce Custom Permissions:
– Validation Rules and Formulas:
– Custom permissions can be used to create exceptions within validation rules.
– Users exempted from a validation rule should have the necessary permissions.
– Custom permissions can also be used in custom formula fields.
– Lightning Page Filters:
– Custom permissions can be used to control what users see on a Lightning page.
– Helps avoid cluttered pages and improve user experience.
4. Limiting Functionality for Individual Users:
– Custom permissions allow administrators to limit functionality to individual users.
– No need to hardcode user IDs or compromise on current profile setup.
5. Benefits of Using Custom Permissions:
– Easy to set up and enable in permission sets or profiles.
– Offers flexibility to customize functionality access for different users.
– Helps maintain data integrity and improve user experience.
You can read it here: https://sfdc.blog/aelAu
Source from salesforceben(dot)com