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User Permissions and Access

Note which permissions can be assigned by profile only, and which can be assigned by either profile or permission set.

Objectives for this Resource:

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).

Note which permissions can be assigned by profile only, and which can be assigned by either profile or permission set.

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