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I'm creating new permission sets on my org and I'm having some issues in two cases.

  1. I have a related list assigned to Account object. The relation ship between them is via Lookup. I have a permission set with Account CRUD access and Read access for the othe object. However I'm not able to see the related list.

  2. I have a VF tab associated to a VF page. I have a permission set that include the vf page. I'm not able to see the tab on my org.

Has anyone know why I'm getting these issues?

Thanks in advance. Agustina

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  • I would recommend splitting the parts of your question into two separate posts, Agustina. While they may both be related to permission sets they are two separate questions.
    – Mike Chale
    Commented Mar 18, 2013 at 16:59

3 Answers 3

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Regarding related lists: Permissions to see that are based on the object in the list. Some things to check:

  1. Ensure the user otherwise has access to the object in the related list (problems could be sharing rules, access to the proper Record Type, etc. . . )

  2. Ensure the related list is actually in the Page Layout for that combination of parent object and user Profile

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  • Additionally for the tabs i would also check if the tab's visibilty is "Default off" for all/the user's profile who you are logged in as.
    – Rao
    Commented Mar 18, 2013 at 17:11
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Page layouts control the visibility of fields on detail and edit pages, field-level security controls the visibility of fields in any part of the app, including related lists, list views reports, and search results. In order to be absolutely sure that a user can or cannot access a particular field, it's important to use the field-level security page for a given object to set access restrictions for the field.

You might want to review Force.com Platform Fundamentals where all this is explained in detail while creating a recruiting app.

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Regarding the second question, be able to add VF tabs related to VF pages to a permission sets. Quite easy to solve. Go to Permission Sets | App section | Object Settings. There you can find any VF tab apart from the objects.

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  • Regarding the Related List. It works properly. My issue was that I had 2 different page layouts related to this main object and my Profile had assigned the wrong one. Commented Apr 17, 2013 at 12:06

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