What is Permission Set? | How to use Permission set | Permission set example in salesforce

 🔑 What is a Permission Set?

A Permission Set is a collection of settings and permissions that gives users access to:

• Objects

• Fields

• Apps

• Tabs

• Apex classes

• Visualforce pages

• System permissions

👉 Profiles define base access, while Permission Sets add extra access.

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✅ Why use Permission Sets?

• Avoid creating many profiles

• Give temporary or role-based access

• Follow best practice (Salesforce recommends fewer profiles, more permission sets)

• Easily assign/remove permissions

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📌 Example

• Profile: Sales User

• Permission Set: Export Reports Access

Only users who need report export get the permission set.

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🧩 What can be included in a Permission Set?

Category	Examples
Object Permissions	Read, Create, Edit, Delete
Field Permissions	Read / Edit fields
App Permissions	Access to apps
Tab Settings	Show/Hide tabs
Apex Access	Apex classes
VF Access	Visualforce pages
System Permissions	Run Reports, Export Data

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🛠️ How to Create a Permission Set

1. Go to Setup

2. Search Permission Sets

3. Click New

4. Enter:

   • Label

   • API Name

   • License (optional)

5. Click Save

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👤 Assign Permission Set to Users

Method 1: From Permission Set

• Open Permission Set

• Click Manage Assignments

• Click Add Assignments

• Select Users → Assign

Method 2: From User Record

• Open User

• Go to Permission Set Assignments

• Click Edit Assignments

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🆚 Permission Set vs Profile

Feature	Profile	Permission Set
Mandatory	Yes (1 per user)	No
Multiple per user	❌	✅
Purpose	Base access	Additional access
Best practice	Fewer profiles	More permission sets