Definition: A permission set is a collection of settings and permissions that give users access to various tools and functions. Permission sets extend users’ functional access without changing their profiles.

  1. Create Permission Sets
    - Setup > Permission Sets > New
    - Permission sets with no license selected don’t included all possible permissions and settings.
    - Assign a permission set with no license only to users whose user licenses allow the permissions and settings that you are enabling in the permission set.
  2. Assign Permission Sets to a Single User
    - Setup > Users > Edit Assignments > Add / Remove > Save
    - You can perform this and other administration tasks from the SalesforceA mobile app.
  3. Standard Permission Sets
    - A standard permission set consists of a group of common permissions for a particular feature associated with a permission set license.
  4. Session-based Permission Sets
    - Create session-based permission sets that allow access only during specified sessions.
    - To activate session-based permission sets, see the SessionPermSetActivation object in the SOAP API Developer Guide. You’ll need the “Manage Session Permission Set Activation” permission.
  5. Permission Set Considerations
    - A new permission set starts with no user license selected and no permissions enabled.
    - Some user license restrict the number of custom apps or tabs that a user can access.
    - Unlike profiles, you can’t assign a default app in permission sets.
    - When you create a permission set using a specific permission set license, users assigned to the permission set receive all functionality associated with the permission set license.
    - Triggers always fire on trigger events, regardless of permission settings.
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