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Permission Set

A permission set is collection of permissions that give users access to various tools and functions. Permission sets extend users’ functional access without even changing their profiles. Users in salesforce can have only one profile but they can have multiple permission sets.

For Demo Purpose we will create Permission set to assign Delete Permission on Account Object to a User.

Steps to create and assign permission set are as follows:-

Step 1: Open Permission Sets Page, setup-> Manage Users-> Permission Sets.

permission-set

Step 2: Permission Sets Page will open. Click new button on this Page.

permission-set-page

Step 3: Populate Label and API Name and Click save. Permission Set would be created successfully.

create-permission

• Permission Set Created Successfully.

account-delete-permission

Step 4: Open Object Settings ->Account, Check Delete under Object Permissions and Click Save

account-delete-object-permission

Step 5: Click ‘Manage Assignments’ on below screen.

manage-assignment-permission

Step 6: Click ‘Add Assignments’

add-assignment-permission

Step 7: Check the checkbox beside user whom we want to give assign this Permission Set and Click Assign. Permission Set would be assigned successfully.

assign-users-permission

In Lightning Experience:  Record Type to Page Layout Assignment

Step 1. In Lightning Experience, Setup > Users > Permission Sets and click New button

lightning-exp-user-permission

Step 2. Populate Label and API Name and Click save. Permission Set would be created successfully.

lightning-exp-user-permission-set-create

Permission Set Created Successfully.

lightning-exp-user-permission-set-create-successfully

Step 3. Open Object Settings ->Account, Check Delete under Object Permissions and Click Save

lightning-exp-user-permission-set-delete

Step 4. Click ‘Manage Assignments’ on same screen, now below screen would open. Click Add Assignments on same screen.

lightning-exp-user-permission-set-delete-add-assignment

Step 5. Check the checkbox beside user whom we want to give assign this Permission Set and Click Assign. Permission Set would be assigned successfully.

lightning-exp-user-permission-all-users

Permission Set assigned successfully as below

lightning-exp-user-permission-set-assigned

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