Skip to main content

Sneak Peek: Salesforce Permission Sets

With permission sets available for some time now, there have been lot of discussions around what is real use of permission sets, what they are capable of, when to use them and when to stay away from them. I am hereby trying to put in some views

What?
A Permission set is a configuration based mechanism to provide additional capabilities to users, on a temporary basis. It can be viewed as a subset of Profile, wherein it has similar capabilities to define security permissions, but has few lesser options.

Where?
Permission sets should be used primarily for temporary basis, wherein the access is to be provided for shorter time duration and the access can be removed later. 
It can however be used to provide additional access to certain users, as compared to other users using same profile. But, in this case, usage of permission sets is elongated, its suggested to rather create a new profile.

Why?
It provides a very flexible and easy approach to give additional permissions to selected users, hence not impacting other users. One interesting feature of Permission sets is that they can be defined without specifying any license i.e. they can be assigned to any user having any license. Something, not there in profile.

vs. Profile?
  1. Permission set can add specific permissions to specific users
  2. Permission set can be defined independent of license type hence are highly reusable
  3. Multiple permission sets can be assigned to a user


For more details on permission sets visit Permission Sets Overview.

    Comments

    Popular posts from this blog

    Quick Tips: Salesforce default Images

    Well, I'm sure a lot of you still rely on using out of the box salesforce images for displaying quick icons within formula fields or even using them within your Visualforce pages. Lately, I realized that a lot of earlier resources are no longer accessible, so I tried to quickly extract all images from Salesforce CSS files and provide a quick reference here. Please note, I've referenced all images from SF servers directly, so if anything changes, the image should stop rendering here. As these images are completely controlled by Salesforce, and in case they change anything, it might lead to image not being accessible. Image path Image /img/samples/flag_green.gif /img/samples/flag_green.gif /img/samples/flag_red.gif /img/samples/color_red.gif /img/samples/color_yellow.gif /img/samples/color_green.gif /img/samples/light_green.gif /img/samples/light_yellow.gif /img/samples/light_red.gif /img/samples/stars_100.gif /img/samples/stars_200.gif /img/samples/stars_300.

    Lightning: Generate PDF from Lightning components with in-memory data

    I'm sure as everyone is diving into lightning components development, they are getting acquainted with the nuances of the Lightning components framework. As well as, its current limitations. Being a new framework, this is bound to happen. Although we have our users still using salesforce classic, we have started using lightning components framework our primary development platform and Visualforce is considered primarily for rendering lightning components within Classic Service console. Recently, while re-architecting a critical module, we encountered a problem wherein we needed to generate PDF from lightning components. Now, being Javascript intensive framework, it has limited room for such features (may be included in future roadmap). As of now, there is no native feature within the lightning framework to do so (at least I didn't find anything). Common Scenario - Create Visualforce page to retrieve data and generate PDF For scenarios where the data exist within Sa

    Quick Tips: Setup SFDX Manually without Admin access

    We all have faced challenges while working in different enterprise environments, where there may be lot of controls/ checks/ red-tape to get by. In such situations, getting access to simple tools (even git) can take lot of time. Note: This tutorial is to be followed at your own risk, as it may not be complaint to your organization's IT policies. What is SFDX? SFDX is a command line utility for managing salesforce builds/ deployments. Being command line, it can be easily embedded to automation chains, to help build fully automated build and deployment processes. To get started, refer  https://trailhead.salesforce.com/en/content/learn/trails/sfdx_get_started Setup SFDX on Windows machine without admin access As you may have already realized, SFDX installation needs admin access to one's machine. Which may be a luxury a lot of developers may not have. So, i tried to provide a step-by-step guide to setup SFDX on your computer without any admin access Steps: Note: