preloder

Describe permission sets, and common use cases where they are appropriate.

Whereas the profile is used to set the foundation for a user’s privileges, permission sets are optionally used to extend a user’s privileges.

Permission sets can drastically reduce the number of custom profiles required in an org.

Two common use cases:

1. One-off cases where a user needs privileges not granted by their profile (e.g. extending the delete leads permission to one inside sales team, while the rest of the team cannot delete leads).

2. Extending privileges to users that are assigned different profiles (e.g. access to a 3rd party application).

Resources for this Objective

Resource
Priority
Type
Length
Author
Who Sees What: Data Visibility How to Series
50m
Salesforce.com
See “Who Sees What: Permission Sets”
Overview of Salesforce.com Permission Sets

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11m
CertifiedOnDemand.com
User Permissions and Access
Short
Salesforce.com
Note which permissions can be assigned by profile only, and which can be assigned by either profile or permission set.

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