How to use permission sets in Formula fields?
Idea has been posted. Give it an upvote or downvote. It would be very useful an consequent to use the “Permission Set” information a current users is associated with for Formula Fields, Validation Rules, Workflow Rules and Lookup Filters. This should work similar like as of today when using the current users Profile or User Role information.
What does it mean to have custom permissions?
Custom permissions let you define access checks that can be assigned to users via permission sets or profiles, similar to how you assign user permissions and other access settings. You can query custom permissions in these ways.
What can you do with custom permissions in Salesforce?
Custom permissions allow you to define access checks that can be assigned to users via permission sets or profiles, similar to how you assign user permissions and other access settings. For example, you can define access checks in Apex that make a button on a Visualforce page available only if a user has the appropriate custom permission.
How to use permission sets in validation rules?
This should work similar like as of today when using the current users Profile or User Role information. Our requirement for example is to create a lookup filter on a User lookup field. Only users which are having a specific Permission set associated shall be displayed in the User lookup field. Bryan W Snyder – 6 months ago
How to set field-level security, permission sets?
Click Fields & Relationships, then select Salary Range. Click Set Field-Level Security. For HR Recruiter and System Administrator, select Visible . (Ensure Visible is deselected for all other profiles.) Click Save. Now set permissions. From Setup, enter Permission Sets in the Quick Find box, and select Permission Sets.
Is there a way to check custom permissions?
This is not going help us here, as custom permissions are not related to any specific object or field. The solution is to leverage the Permission Set Object API to query the SetupEntityAccess and CustomPermission records for Permission Sets or Profiles that are assigned to the current user.