Let us assume that in your organization you have multiple users, let us say few are assigned to Marketing Agent Profile, some assigned to Marketing officers Profile. Marketing Agent Profile is more restricted compared to Marketing officers Profile. You know that there is a user who is in Marketing Agent’s profile who is performing better, and you want to assign him some additional permissions.
Permission sets have similar options that are in profiles, then question is why permission set when we have profiles. permission set is a collection of settings and permissions that give users access to various tools and functions. The settings and permissions in permission sets are also found in profiles, but permission sets extend users’ functional access without changing their profiles. You can create a permission set, give those additional access in that permission set and assign it to users who needs those additional options.
How to create a permission set.
Step 1: Login into salesforce
Step 2: go to setup
Step 3: in quick search type “Permission Sets”, select permission sets.
Click on New button.
Step 4: Give proper permission set name.
Step 5: Select a specific permission set license. (More about Permission Set Licenses).
Click on save.
Give additional permissions. This is like giving permission in profiles.
Once all permissions are set, you can assign it to the user in 2 ways.
- From permission set – Manage Assignment.
- From user detail page – Permission Set.
Step 1: In Permission set, Click on Manage Assignments.
Step 2: Click on Ass Assignments.
Step 3: Select list of all users who should be assigned with the new permission. Click on Assign.
User Details Page
Step 1: Go to the user details page who needs the permission.
Step 2: Scroll down to “Permission Set Assignments” section, click on “Edit Assignments”.
Step 3: Select the permission set you want to assign and click on Add. Click on Save.
Permission Set licenses.
When you create a permission set, you select a specific user or permission set license. If only users with one type of license can use the permission set, select the license that’s associated with the users. For example, to create a permission set for users with
- The Salesforce license select Salesforce. You can enable permissions only allowed in the Salesforce license.
- The Identity Connect permission set license, select Identity Connect. You can enable permissions only allowed in the Identity Connect license.
- If permission set is assigned among users with different licenses, select None. Not selecting a specific license allows you to assign the permission set to any user whose license allows the permissions you enable in the permission set. For example, to assign the permission set to users with the Salesforce license and to users with the Salesforce Platform license, select None.
Note: Permission sets and permission set licenses have different purposes. Read on to save yourself some trouble later.
- Permission set licenses extend the functionality of user licenses. With permission set licenses, you can assign more permissions to users than their user license supports.
- Permission sets contain settings that grant users permissions. Permission sets extend users’ functional access without changing their profiles.