Skip to main content

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.

Filter by
Sorted by
Tagged with
-1 votes
0 answers
17 views

How to use guest user pemission set license

I'm working on an org where I have the field service module configured. In the company info I find the entry "Field Service Guest User" = 95k (Permission Set License). But how is it possible ...
maidenfp's user avatar
  • 211
0 votes
0 answers
16 views

Permission Set Assignment for non-admin users in Test Class for CPQ objects

I have read a lot about my issue but can't seem to overcome it. I need to write what I thought was a simple test class for Salesforce CPQ quotes. I need to be able to run the test as users of two ...
Carryonplease's user avatar
2 votes
1 answer
660 views

Creating Permission Set with Download AppExchange Packages fails to Save: User License doesn't permit FreezeUsers permission

Given a User with Profile Salesforce Minimum Access License Salesforce A Permission Set that includes the Download Appexchange Packages permission Summer 24 org When Clicking Save on the Permission ...
cropredy's user avatar
  • 72.1k
1 vote
0 answers
24 views

Unable to edit Marketing Cloud SF Connector Permission Set to sync new object to MC

I cannot seem to edit the permission set Marketing Cloud Connect to add a new object so I can sync it in marketing cloud. I've set up the following in both systems, and I do not have the edit button ...
Anu Pandey's user avatar
0 votes
0 answers
53 views

Waive Multi-Factor Authentication for Exempt Users not working as expected

I am new to the salesforce ecosystem and was experimenting with MFA. I have enabled the Waive Multi-Factor Authentication for Exempt Users permission set for an user but its still enforcing the user ...
Tarunava Dutta's user avatar
0 votes
0 answers
40 views

Salesforce Data Cloud - Cannot edit object permissions for Data Stream Object

Hey Guy's, I was using a trial org to complete the Salesforce Data Cloud certification in the Partner Learning Community. I had this task of ingesting data from Service Cloud using a Standard Data ...
Navaneeth S Hari's user avatar
2 votes
0 answers
49 views

Retrieve/deploy metadata for PermissionSet works but changes don't reflect in Setup / Permission Sets

I need to make changes to unpackaged Permission Sets in several Salesforce orgs. My plan was to retrieve a specific Permission Set via the Salesforce CLI, modify it, then deploy it... sf project ...
nstuyvesant's user avatar
0 votes
0 answers
30 views

Error on editing PermissionSet with Salesforce API Integration

I have a permission set with the Salesforce API Integration license assigned to a user with a profile having the new Salesforce Integration license. On editing the permission set i get the error Can't ...
jacksparrow007's user avatar
3 votes
1 answer
57 views

What is the permission set required to query all FlowInterview details?

I would like to create an extract of all Failed Flow Interviews to load into a data warehouse. The current attempt is to utilize our Rest API data extraction to execute a SOQL query against the ...
Shaun's user avatar
  • 161
1 vote
1 answer
104 views

Including Profiles/Permission Sets in AppExchange package

My AppExchange app passed security review last week, and I am about to release it. One final question I haven't had luck finding an answer to is whether to include the 'Admin' profile (that grants ...
louis's user avatar
  • 91
0 votes
0 answers
28 views

How to give edit access to certain users for ''File Privacy on Records'' field in content version object

I need to give edit access to certain users for ''File Privacy on Records'' field in content version object but in permission set i couldnt find the object content version and even in field level ...
Zoya's user avatar
  • 11
0 votes
0 answers
16 views

Forked managed package permission sets

Has anyone had to deal with the challenge of maintaining custom permission sets cloned from managed package permission sets? As new versions of the managed package are released, the custom permission ...
Daniel Rudman's user avatar
1 vote
0 answers
206 views

Waive MFA for exempt users not overriding as advertised

The Waive MFA permission states: Disable MFA challenges on direct UI logins for users or orgs that aren’t required by Salesforce to use multi-factor authentication, per the Salesforce Trust and ...
Strong Like Bull's user avatar
0 votes
0 answers
16 views

Recommended method to assign permission sets in reg handler

we are making the switch to using permission sets instead of roles, and we keep getting an error when trying to assign a permission set during user creation in our reg handler. We have had to create a ...
Marcus's user avatar
  • 19
0 votes
0 answers
24 views

Execute Sync report api not giving correct result

We are using named credentials to call execute sync api(POST) call (https://developer.salesforce.com/docs/atlas.en-us.api_analytics.meta/api_analytics/sforce_analytics_rest_api_getreportrundata.htm). ...
Manuj Pandey's user avatar
0 votes
1 answer
30 views

I would like to share sharing permissions for the list view function by profile

I want to set sharing permissions for the list view function for each profile. Is there a way to disable certain “A” profile user groups from using the “all users can see this view” feature and only ...
misiaji's user avatar
0 votes
0 answers
69 views

Custom Objects not Showing in Data Cloud [duplicate]

I can't see my custom object in my Data Cloud Demo Org, and someone has answered that we need to assign the permission set to the user named "Data Cloud salesforce Connector" to view the ...
Selvi sankar's user avatar
0 votes
0 answers
101 views

How to give edit access to a field to some user roles and some user role have read access?

How to give only two users with different roles the ability to modify some fields but others should have read only access? I dont want to create different page layout but created two permission set ...
Rika Das's user avatar
0 votes
0 answers
145 views

Custom Permission access check is always returning True in Managed Package

I have created a custom permission and included it as part of 2GP package, after installing my package to the scratch org, customPermission always return true import hasAppPermission from "@...
R_M_R's user avatar
  • 1
0 votes
1 answer
76 views

DML operation Delete not allowed on PermissionSet

I have an apex class which has the code to delete permissionSet after checking its permissionSetAssignments. It works when I run the code from anonymous window but not from uninstall handler which ...
Man0har1919's user avatar
0 votes
0 answers
52 views

OWD vs Role hierarchy on Activities

I have a problem with setting up data security as per client's needs. What I want is for any user to have access to any Task regardless they are the owner or not of the task or the account or contact (...
Simona Croitoru's user avatar
2 votes
1 answer
83 views

API Integration User - why is modify all necessary to create cases assigned to users (not queues)?

When using an integration user to create a Case via standard APIs, I was only successful when the OwnerId was left blank or set to a queueId. When I tried to set OwnerId to a userId I got the ...
Tracey Keitt's user avatar
0 votes
0 answers
35 views

LightningConsole Permset License in Scratch Org

Does anybody know how to enable the LightningConsole Permset License in Scratch orgs? I've added LightningSalesConsole and LightningServiceConsole to features in the scratch org def file but it didn't ...
Saulo's user avatar
  • 967
0 votes
1 answer
62 views

Can we edit managed package Permission set Groups in Salesforce?

I have a permission set group and need to edit it, but there is no edit option available, Is there any workaround/idea for this?
user139696's user avatar
0 votes
0 answers
28 views

Assign a license bound perm set to a user with Salesforce license

I have a user who is assigned a Salesforce user license. I am not able to assign him a permission set that is bound to a Salesforce Platform license. How can I accomplish this?
Ana's user avatar
  • 11
1 vote
1 answer
74 views

PersonAccount Fields for AutoProc User

I have a custom platform event that I using and I have an apex trigger handling it. The apex trigger is calling a method in another apex class that has a query on PersonAddress fields on the Account ...
awh01's user avatar
  • 141
0 votes
1 answer
101 views

Files Connect to Sharepoint Online - Connected Not Showing Folders or Files - Nothing Showing

Files Connect to Sharepoint - nothing showing So the reason I'm posting this is because I found an answer to this question that seems to be plaguing multiple people across various forums and has gone ...
Ben Scott's user avatar
0 votes
0 answers
136 views

Permission Set with license "Salesforce Integration" not permitting access to Opportunity object

This Permission Set (to be used by an API-only integration user) packaged in my 2GP as metadata is not granting access to the Opportunity object even though I explicitly enabled it... <?xml version=...
nstuyvesant's user avatar
0 votes
0 answers
96 views

Cannot assign permission set to Guest User

I need to assign a permission set ("B2B Commerce Guest Access") to a guest user ("Site Guest User"). When I click save I get this error message Can't complete this operation ...
Eduard's user avatar
  • 5,161
0 votes
0 answers
41 views

Second generation Managed Package - ConnectedApp isAdminApproved and permissionSetName

For our second generation managed package, I hoped to pre-configure the ConnectedApp like this so our Permission Set is associated: <?xml version="1.0" encoding="UTF-8" ?> &...
nstuyvesant's user avatar
0 votes
1 answer
118 views

Connected App - Profiles vs. Permission Sets

Two scenarios for my questions below... Permission Set named XYZ has a 2GP Connected App called ABC as an Assigned Connected App (in the Setup UI) Connected App ABC (if Admin approved users are pre-...
nstuyvesant's user avatar
0 votes
1 answer
536 views

Unable to assign Allow View Knowledge permission to a Permission Set

In moving from Profiles to Permission Sets, I wanted to assign the Allow View Knowledge permission to a Permission Set under App Permissions But the permission is disabled in the editor How do I ...
cropredy's user avatar
  • 72.1k
1 vote
1 answer
2k views

Which context do Record-Triggered Flows run in?

According to the table in the middle of this Salesforce documentation, record-triggered Flows run in system-context. At the bottom of this unofficial sf documentation, it says record-triggered Flows ...
parkerbbrown's user avatar
2 votes
0 answers
27 views

Integration User license: restrict access to specific fields on a standard object [duplicate]

I would like to give an API user^ the least necessary permissions to interact with (particularly edit) objects. Ideally, I would enable only the fields they need to be able to edit. First I tried ...
Matthew's user avatar
  • 129
1 vote
1 answer
164 views

Some flows not working on 2G managed package in Production Org

I've hit a bit of a snag and could use some insights. The Core Issue So, I've been working on this 2G managed package (API version 59) and finally got it released and installed in the production Org. ...
cpaesano's user avatar
0 votes
0 answers
51 views

User assigned with Read-only permission set group can upload files

In my org there is a permission set group called ReadOnlyFundingOpportunity with the following permission sets: ReadOnlyFundingOpp on the FundingOpportunity object. I assumed a user assigned with ...
ash's user avatar
  • 1
2 votes
1 answer
129 views

What is the meaning of Type field on PermissionSet standard object in Salesforce?

Documentation page about permission set provides a limited information about Type field. Type: reference Properties: Filter, Group, Nillable, Sort Description: Available in API version 46.0 and later....
Patlatus's user avatar
  • 17.2k
0 votes
1 answer
591 views

Check if user has a custom permission group assigned in Salesforce Flow

I have a flow on the Salesforce Case object, and I want to assign the case record to a queue based on the following conditions: If the user's assigned permission set group contains 'x' in the name, ...
Satyam 's user avatar
3 votes
1 answer
57 views

Licenses & Permission sets

just have quick queson regarding permission sets. I will create a package to publish in AppExchange with 10 user license to limit the number of users to the app and also I will have permission sets in ...
Hasan Tokul's user avatar
0 votes
1 answer
6k views

I am getting this error: You do not have the level of access necessary to perform the operation you requested. on a Experience cloud site

I have an Experience cloud site, and a 'Community Plus User' is trying to update a record, I get this error message when he clicks on the standard 'Edit' button: Looks like there's a problem. You do ...
Lut's user avatar
  • 287
0 votes
0 answers
42 views

Get app tabs visibilty for user based on profiles and permission sets

I have an app and want to know, which fields are visible for a user. I have tried to get CustomApplication metadata, but it's just list of tabs. So for example: I have user User1 and App1 with ...
Samodeus's user avatar
0 votes
0 answers
146 views

Best way to analyze and clean up permissions, profiles, and permission set?

I’ve recently became an accidental Salesforce admin for a very large org and I’m working on scrubbing the profiles and permission sets since there seems to be a lot of irrelevant ones with minimal ...
Anil Raj's user avatar
2 votes
1 answer
488 views

TABSET_LIMIT_EXCEEDED error when assigning permission set to automated process user

I'm attempting to assign a permission set to the automated process user but I'm getting the following error: System.DmlException: Insert failed. First exception on row 0; first error: ...
Nick C's user avatar
  • 6,790
2 votes
0 answers
139 views

How does Permission Sets works against Licenses of Managed Package

We have built a Second Generation Managed Package and want it to be available as paid version in AppExchange Portal. So If a user buys it from AppExchange, he/she gets the licenses to use the solution....
S1th's user avatar
  • 143
0 votes
1 answer
475 views

Integration user can't be used for Lead conversion

I'm trying to get the Integration user to convert a Lead via REST API. But it seems Integration License cannot have App permissions like Lead conversion. I created a Permission set with Convert Lead ...
Pasan Eeriyagama's user avatar
0 votes
1 answer
247 views

Permission sets with namespace

It seems some permission sets permissions can not be edited at all (the Edit button is missing) It seems this is for permission sets with a namespace and these are installed as part of a managed ...
jani_r's user avatar
  • 123
0 votes
0 answers
24 views

Find sobjects for which you can not give object permissions [duplicate]

Does anyone know how to find objects in Salesforce for which you can not set object permission at all ? if you look in the profile / permission set object permission list there are objects with "...
jani_r's user avatar
  • 123
0 votes
0 answers
234 views

Enabling Salesforce API Integration permission set issue

I added a new user for API integration purpose, i gave him Salesforce Integration licence and the default Salesforce API Only System Integrations profile (Following the principle of least privilege) ...
Bahaaeddine CHENNOUF's user avatar
-2 votes
2 answers
181 views

Getting Error: first error: CANNOT_MODIFY_MANAGED_OBJECT, Cannot modify managed object: entity=ObjectPermissions, component=null, state=UNMANAGED: []

I am getting the below error while installing the managed package, and the post installation script is running. First error: Insert failed. First exception on row 0; first error: ...
yash patel's user avatar
-1 votes
1 answer
156 views

Get ID from Permission set

I have a problem and I need the Id of a permission set so that I can handle the problem through the workbench. How do I get the provider the 'ID' of the Permission set, specifically from ...
Marcelo Henrique Pereira Gomes's user avatar

1
2 3 4 5
11