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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Permission Set Assignment in Salesforce Einstein Analytics Error

I created a Dataset in Einstein Analytics that simply gets data from Permission Set Assignment, nothing fancy. While Running the Dataflow I am getting the below error: Something went wrong while ...
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Can't add users to permission set programatically due to TABSET_LIMIT_EXCEEDED

When attempting to add all users to a permission set programmatically using the Java SOAP API, I am running into an issue where all of the users are not being added to the permission set. The error ...
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What is Apex Class Access needed for?

I am wondering what is Apex Class Access setting in Permission Set used for? In the documentation - Setting Apex Class Access from Permission Sets - it is said: These settings only apply to Apex ...
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Give Manage User Permission to a User without View Setup and Configuration

I have a visualforce page to manage users (deactive, create, edit and reset passwords), but when I add the permissin manage users to the profile, the user with this profile can see the Setup option, ...
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Can't reach the Permission Sets

I always have this error when I navigate to the Permission Sets ever since I installed the Pardot AppExchange App: "We're sorry to report that something has happened to your session. Log in ...
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Need to Fetch If assigned PermissionSet to user have specific permission

Requirement-I need to sent true or false flag based on permissions assigned to user Permission sets. Suppose one user is having 5 permissions assigned to him/her ,I need to check(...
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How to allow OpportunityLineItem delete but not Opportunity delete

How can I stop users from deleting Opportunity's but allow them to delete OpportunityLineItems? Because OpportunityLineItem is a child record of Opportunity it is not possible to control it's object ...
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Contact permission sets with Platform license?

I have the executive contact object created in staging sandbox. The contact object is set to private. I created a General Contacts permission set and assigned it to everyone to allow them to view '...
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Permission set error while installing unlocked package

I have created an unlocked package version and while trying to install it in production, I am getting an error: Permission Create Invoice_Approver__c depends on permission(s): Read Order__c ...
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SOQL field/object security setting in all Permission Set

I have two questions: How to get all Permission Sets' Name/Label? How to know the Security setting in a name-knowed Permission Set? Scenario: For audit reason, I have to retrieve Object/Field ...
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How to check which permission sets includes a edit permission on a field?

I have made account number as read only field, using permission sets we are giving edit access to selected users. With the time we have got redundant permission sets giving same permissions. ...
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Use old style UI when editing object CRUD in a permission set

Is there a way to use the old profile UI when editing a permission set? I'm trying to build a workaround for today's massive permissions crash in Salesforce. I want to set CRUD permissions on a lot ...
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Salesforce bug enabled “Modify All”

Apparently, Salesforce has released a patch that implicated "Modify all" to be enabled for every single profile in some orgs. This includes standard profiles and custom as well. Yes, even standard ...
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How to assigned/enabled connected app in permission set using package.xml

I have one permission set and one conncted app ,I have enabled this Connected app in permission set ,but when i am retiriving Permissions set not able to retrieve it in Package. i am doing like below....
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retriving Objects,Visualforce,apex permissions from permission set via SOQL in apex

I would like to retrive the Object,Apex Class,VF pages,Tab settings etc from a permission set via apex. I'm not able to find the exact query for it. Found the PermissionSet class in salesforce fits my ...
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What's the most efficient way to create a permission set for a Salesforce App?

Background: I built a new Salesforce application in my Enterprise Org's (Developer Pro) sandbox just to get a minimal viable project up and running quickly and demo this to some users. There's a ...
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How can I Efficiently Check if the Running User has a Standard Permission?

There is a method FeatureManagement.checkPermission to check efficiently if a user has a custom permission. How can we check efficiently if a user has a standard permission instead? For example, ...
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How to get a Community User able to edit its own contact record inside the community?

I need provide Users under Community User Profile be able to edit their own Contact record, also Users with Partner Community Profile be able to edit their own contact and other Community Users ...
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1answer
25 views

How to enable read permissions for organization sobject?

I'm trying to use the salesforce standard rest api to access the organization sobject so I can read the name of an organization I'm working with. I make a soql query "SELECT Id,Name FROM Organization ...
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37 views

Unknown user permission: ArchiveArticles

I am trying to deploy permission set which has Manage Article permission. Upon deploying following metadata where Salesforce Lightning Knowledge is disabled, I am getting Unknown user permission: ...
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PermissionSetAssignment

Requirement: Whenever a Permission set assigned to a user in User detail page by Admin, he wants to enter expiry date for each permission set he assigning to the user, whenever the the expiry date ...
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54 views

How to check in a map if specific value exist under multiple keys in Apex Map?

I have a Map of Permission set and the business Unit like below, the map is being generated from a custom setting Map<string, Allow_disposition__c> adobj = new Map<string, ...
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223 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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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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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
34 views

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

How do i find all users affiliated with a permission set license?
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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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30 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
28 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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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
38 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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39 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
131 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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354 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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118 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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27 views

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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51 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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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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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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36 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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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
52 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
113 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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24 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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892 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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44 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
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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
80 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
160 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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26 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 ...