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.

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

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

• Permission Set Created Successfully.

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

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

Step 6: Click ‘Add Assignments’

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.

In Lightning Experience:  Record Type to Page Layout Assignment

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

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

Permission Set Created Successfully.

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

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

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.

Permission Set assigned successfully as below