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Questions tagged [permission-sets]

A permission-set is a collection of settings and permissions that give users additional access to objects, records, tools and features they wouldn't otherwise have through their assigned profile. In this manner, a permission-set extends a users’ functional access without making any changes to their profile. This feature allows organizations to extend access for users without additional custom profiles for unique situations or limited time periods.

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32 views

How to limit picklist values based on Role?

I have added a value to a picklist that is dependent on the value of another picklist. I have added the same value to a different picklist. It is added for particular record types. When the user of a ...
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22 views

What is the object where Permission Set <-> Apps assignment is stored?

As part of Realfire product, we are looking to provide cross-connection Profiles/Permsets feature. To provide this comparison, we could get most of the information from PermissionSet, ...
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21 views

Using Custom Permissions to restrict picklist values to specific users

My goal: Using Validation Rules and Custom Permissions to restrict accessibility of specific values seen in the Account Type picklist to be available only to specific users. I have the custom ...
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1answer
21 views

How to Find All Users Affiliated with A Permission Set License?

I feel so stupid for asking this but I can't find it anywhere. HERES THE ANSWER! thanks!
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2answers
40 views

Opportunity product field permissions

I'm looking to give specific user access to edit single custom field on 'Opportunity Product'. This user should not have the ability to edit any 'Opportunity' field. I created ‘Opportunity Product’ ...
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1answer
29 views

Is there a way to toggle between Lightning and Classic Community

Here is my use case. I have one community that works in 'lightning' (Customer Service Template) and the other that works in classic (Salesforce tabs + visualforce). The users can be common. Is there ...
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1answer
21 views

Assign Permission Set on Package Installation

Can we just add permission set to a user during the installation of the package, I Mean if the user is system admin then assign Admin Permission set and for remaining Users assign user permission Set. ...
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31 views

community user unable to edit tasks assigned to them

I have a use case where I have to assign tasks to customer community users and I want them to see those tasks in community and mark them complete once they complete the task. Btw I am using 'Customer ...
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1answer
22 views

Find out how an user has View Encrypted Data permission?

I have an user who is not able to view the SSN field whereas he had access to view the SSN field before. It appears that the "View Encrypted Data" permission has been revoked for him. The profile of ...
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1answer
37 views

Restrict Account Creation Access?

I'm trying to restrict access for Account Creation. I'd rather do this with a permission set but I don't think that's possible. Is there a way to only show the NEW button for XYZ profile? We still ...
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1answer
55 views

How can I edit Service Appointments via Field Service Lightning Mobile App?

Recently I've implemented Field Service Lightning into my workforce. Sadly I've come up with an unexpected blocker. My technicians can't edit the Service Appointments via mobile app that have been ...
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74 views

APEX REST Service permission in profiles and Permission Sets

I have code which makes Rest callouts to an external system for authorization and rest of the working. As per our design team APEX REST Service permission should be disabled. I tested out this is ...
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1answer
56 views

Salesforce DX connected app

I am trying to build a connected app- connected to our prod environment so that our developers could spin up scratch orgs and work there, however I dont want them to be able to use org:login and ...
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Monitor import wizard for platform Users

My org has some Users who import data through import wizard. It works for them but they are not able to monitor it as they don't have permission to monitor bulk load, Neither can i give them the '...
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1answer
27 views

How do I assign the Analytics cloud builder permission set license to a user?

I've been trying to use Einstein Analytics. I've enabled analytics but I'm still not getting the analytics studio app in the app menu. I am not able to assign the Analytics cloud builder license to ...
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1answer
19 views

How to query users group by licences?

I need to get users list which is group by the Salesforce licence. I need to get Permission set licences as well. Is there any way to do this?
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33 views

Session Based Permission Sets are not available - how to enable?

In my org (enterprise edition, 2018 winter) Session Based Permission sets are not available (when i create a new Permission Set, that checkbox is just missing). I also get a weird error when I'm ...
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1answer
25 views

Hide records and ListViews based on permission sets - Possible?

1). Is it possible to allow users to see list view based on permission set? (i.e) Those users who have permission sets assigned to them should only view the ListView. 2). Is it possible to hide ...
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2answers
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Managed package roles

We have a managed package with two permission sets - Admin & Manager. The admin permission set has access to all objects and can perform any action within the app. For the manager permission set, ...
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1answer
40 views

Where can I find a mapping between a profile setting label and the underlying XML tag for a profile?

I am trying to audit a profile. I have a sheet with the labels in the profile, and I have the profile XML. But there is no simple concordance between something like this: <userPermissions> &...
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1answer
65 views

How can I control the display of Quick Action Buttons without proliferating Page Layouts?

We have a Lightning Component button which allows Users to provide discounts on Opportunities. We are currently leveraging the "Quick Action" functionality to display it on some page layouts. The ...
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1answer
22 views

SOSL on Permission Sets error when no ID is included

I am testing SOSL's on Permission Sets for something I am building and noticed that if I don't include the ID in the fields to request, the search fails: An unexpected error occurred. Please ...
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2answers
346 views

Possible reasons why a quick action button is not shown for a non-admin user?

I've added a "New Action" in Account / Buttons, Links, and Actions. I've added the action/button to the Page Layout and it does show for me. It runs a Lightning Component that creates a customized ...
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1answer
35 views

Custom setting permissions- Standard User

Created a Custom setting to store the Values and Deleting setting records as well based on User's selection, everything was perfect until We logged In with the Standard platform License, We couldn't ...
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1answer
15 views

PermissionSetId and Name when queried not valid PS

When querying the PermissionSetAssignment table, I'm getting a very strange result: SELECT Id, AssigneeId, PermissionSetId, PermissionSet.Name FROM PermissionSetAssignment WHERE AssigneeId = '...
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1answer
51 views

using Visual force Page How to Create a Custom Calendar For individual users

in our salesforce once click HOME Tab, showing Calendar button in Left side panel, like that i need to create a Custom Calendar link in left side Panel... how to achive the Solution can ypu please ...
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2answers
92 views

How to set permission set license to list of users?

I have a list of 6000 users (from different profiles nearly 15 profiles). I need to set the Permission set license to all users. Actually, we can assign a license to individually as below But i ...
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1answer
22 views

Can permission sets shorten the access provided by profiles?

Can permission sets shorten the access provided by profiles? I am learning the topic on the Trailhead. And what I know from there that no, permission sets can not shorten the access provided by ...
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0answers
9 views

Permission set does not have Object Settings

Why a permission set might not have Object Settings? How can I change that? According to the Trailhead module it should be there: In Setup, use the Quick Find box to find Permission Sets. ...
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1answer
24 views

Do not see Manage Assignments in Permission Sets

I can not find Manage Assignments in Permission Sets. There is just no such button. Why would I expect the Manage Assignments be there? Because it is told on Trailhead that it is there: ... ...
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1answer
102 views

Permission Set to Restrict Access to Managed Package Specific Custom Metadata

We have a managed packaged that ships with a Custom Metadata property and an "Editor" that allows users to modify the Custom Metadata fields and create new ones. We would like to include a permission ...
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1answer
178 views

SFDX Pull not grabbing permission set

I'm trying to pull a permission set that I created in my Scratch Org, however sfdx force:source:pull doesn't seem to be grabbing the permission set. Is there a reason why this would be occurring? I'...
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1answer
40 views

DUPLICATE_VALUE Error Upon FieldPermissions Insert

We created a tool that scans Permission Sets of a installed managed package, "clones" these Permission Sets and removes any Permissions defined as too powerful. However upon FieldPermissions Insert i ...
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0answers
49 views

Sharing settings are not working as expected

OWD is set to Private and Grant Role Hierarchy is enabled. Sharing Settings is created for a custom object to give Read Only permission for that object to a Group based on some conditions. But ...
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1answer
135 views

Provide permission to Event object to Site Guest User

I want to give Create Permission for Activity-Event to site guest user. Is this possible in Salesforce? I am not being able to add permission to the Guest User profile or Assign a permission set.
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1answer
174 views

Can't save profile on my dev org

When I try to save profile on my dev org I see the error: Permission Subscribe to Dashboards: Add Recipients depends on permission(s): Subscribe to Dashboards I added Subscribe to Dashboards, ...
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1answer
29 views

Edit access to few fields in permission set

I have created the permission set to disable all objects (Read only access) but my requirement is to provide edit access for 2 fields in permission set. So i have checked edit access with read access ...
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1answer
248 views

How to pull Connected App Settings for Permission Set

I have a permission set that has connected apps assigned, but I am unable to view them when I pull down the metadata. I've tried using MavensMate and ANT. Is there something I'm missing?
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2answers
32 views

Permission record type specific for a Custom List button

I have a custom List button(Behaviour - Execute javascript) and that needs to be accessible to a user for a particular Opportunity Record type alone. For rest of the Opportunity record types, it ...
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1answer
21 views

REST API Limits documentation/explanation, specifically 'PermissionSets' -> 'CreateCustom'?

For the most part I can use common sense and deduce Salesforce's REST Api limits. For example, "DailyWorkflowEmails" = "Daily workflow emails" and "DailyAsyncApexExecutions" = "Daily asynchronous Apex ...
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1answer
24 views

Restrict tab access via search

We have a group of users who are in a separate profile that we have hidden tabs from and setup basic security. However, we have found that some of them are "inquisitive" enough to use search to get ...
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3answers
50 views

Give a User access to two Fields on an Object

This seems like an easy thing that i'm absolutely pulling my hair out over. I have a couple of back office workers that need access to edit Opportunities (two fields only) - Ive set up a page layout ...
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1answer
49 views

How to Include Profile Setting into a package

1 . We have package where we have created custom object. 2 . This object needs to be accessed and displayed to standard users in managed package. 3. We have create custom profile which has access to ...
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1answer
47 views

Push Topics permissions lost in Managed Package

I have created a managed package that includes a Permission set that provides Read, Create, Edit and Delete permissions on Push Topics. However, when I install that package in a test org (Enterprise), ...
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1answer
33 views

Problem understanding Permission Set xml in Eclipse IDE

I have a Permission Set which has access to some Classes and Pages and one Custom Field on the Account object. When I am trying to see the file in Eclipse IDE, it shows as just the following, even ...
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1answer
40 views

Users who can/cannot be assigned Permission Set

We wont be able to add "Permission Set" to all the users (or with a particular userTypes). Like we cannot add "Permission Set" to a UserType - "Guest" or a community User. I'm trying to assign a "...
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1answer
304 views

Permission Set Assignment using apex

Is there a limitation with PermsissionSetAssignment object in Apex. can't we insert the records using apex? I am unable to compile the class as it is saying "Variable does not exist: AssigneeId" and "...
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0answers
15 views

Create PermissionTabSetting and PermissionSetApplicationVisibility

I had some issue importing Permission Sets in Managed package: I can not import User Settings I can not update Permission Sets from Managed Package in post install script So I decided to generate ...
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0answers
54 views

Update permission set in managed package

I have a managed package with permission sets included. I also use custom setting objects. Permission sets userPermissions have to be set to allow CRUD on Custom Setting but this can not be included ...
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1answer
41 views

Deployment error with Permission sets

I have 2 permission sets and when i try to deploy to another sandbox, i get the below error Error Message Process_Builder_Permission Permission Set 0 0 Permission View All Data depends on ...