Contents
Can permission sets be assigned to roles?
The all have one or 2 permissions that need to be limited to a specific role. Currently my options are: Create specific profiles for those specific roles. Create a permission set a always remember when a new user has a specific role I also need to add them to the permission set.
What is the difference between permission set and permission set groups?
You have three permission sets that contain the permissions you need, plus other permissions. Without permission set groups, you assign each permission set separately to this set of users. With permission set groups, you create a single group based on the tasks that your sales employees regularly perform.
How do I set permissions for groups?
Create a new Permission Set Group by clicking on the New button. Give the Group a name and description. Now you can select which Permission Sets you want to include (you will need to have already created your Permission Sets to do this step). Click on the Permission Sets in Group to do this.
How do I enable permissions groups?
From Setup, choose Permission Set Groups to view your permission set groups and create groups. On the Permission Set Group detail page, assign the permission set group to users (1). Select the permission sets to include in the permission set group (2), and choose which permissions, if appropriate, to mute (3).
Is the permission set group the same as a role?
For the purpose of this discussion, “role” and “permission set group” are equivalent. The permissions to perform certain jobs are put into specific roles, and through role assignments, users acquire the permissions needed to perform particular system functions for their daily jobs.
How are permission set groups used in Salesforce?
Permission Set Groups is a new feature that allows Admins to combine multiple permission sets into a single permission set group for user assignment. With the grouping mechanism, admins can truly apply role-based access control for managing user entitlements in Salesforce orgs.
Which is an example of a permission management role?
For example, an Invoice Manager role for Sales Cloud users, or a Support Center role for Service Cloud users. In the above visionary model, the labor of permission management is completely delivered by permission sets and permission set groups.
How are permission set groups used in ISV?
ISV partners can package permission sets in groups and allow subscribers to extend the groups with their own local permission sets. Spend two minutes on this walkthrough video (from 2:00 to 3:45) to better understand roles and permission set groups with an example.