Managing permissions in Salesforce is a critical task for administrators, ensuring users have the necessary access while maintaining security. With the introduction of enhanced permission management features, Salesforce has made it easier to view and manage permissions within Permission Sets and Permission Set Groups. This blog will guide you through the process of viewing permissions enabled in a Permission Set or Permission Set Group.
What are Permission Sets and Permission Set Groups?
Permission Sets are collections of settings and permissions that give users access to various tools and functions. Instead of modifying user profiles, admins can assign permission sets to users to extend their functional access.
Permission Set Groups allow you to bundle multiple permission sets together. This feature simplifies the process of assigning multiple permissions to users and managing permissions more efficiently.
Viewing Permissions in a Permission Set
To view permissions in a Permission Set:
-
Navigate to Permission Sets:
- Go toSetup.
- Enter "Permission Sets" in the Quick Find box and select Permission Sets.
-
Select the Permission Set:
-
Click on the name of the Permission Set you want to view.
Figure 1: Click on Permission Set Name to open permission Set Detailed Page.
-
Click on the name of the Permission Set you want to view.
-
Click on View summary:
-
In the Permission Set Overview page, Click View Summary.
Figure 2: Click on view summary to view summary of permission sets.
-
In the Permission Set Overview page, Click View Summary.
-
View Permission Set summary:
-
On this page, you can see details about the permission set and its included object, user, field, and custom permissions.
Figure 3: See details about the permission set and its included object, user, field, and custom permissions.
-
On this page, you can see details about the permission set and its included object, user, field, and custom permissions.
Viewing Permissions in a Permission Set Group
To view permissions in a Permission Set Group:
-
Navigate to Permission Set Groups:
- Go toSetup.
- Enter "Permission Set Groups" in the Quick Find box and select Permission Set Groups.
-
Select the Permission Set Group:
-
Click on the name of the Permission Set Group you want to view.
Figure 4: Click on Permission Set Group Name to open permission Set group Detailed Page.
-
Click on the name of the Permission Set Group you want to view.
-
Click on View summary:
-
In the Permission Set Overview page, Click View Summary.
Figure 5: Click on view summary to view summary of permission sets group.
-
In the Permission Set Overview page, Click View Summary.
-
View Permission Set summary:
-
On this page, you can see details about the permission set and its included object, user, field, and custom permissions.
Figure 6: See details about the permission set and its included object, user, field, and custom permissions
-
On this page, you can see details about the permission set and its included object, user, field, and custom permissions.
Conclusion
Viewing and managing permissions in Salesforce using Permission Sets and Permission Set Groups is a powerful way to control user access efficiently. By following the steps outlined in this blog, you can ensure that you have a clear understanding of the permissions assigned within your organization. Regular audits and best practices will help maintain security and compliance with organizational policies.
For any queries on this blog please reach out to support@astreait.com