April 20, 2021 / 8 Comments / Platform
Custom Permissions in Salesforce are used to give access to users for certain apps or processes that you have configured and which cannot be controlled by profile or permission set directly.
A profile and a permission set control the users’ access to many entities such as objects, fields, tabs, and Visualforce pages. However, they cannot control a custom process that you have which is unique to your business. For e.g. only specific users should be able to edit an Opportunity once it is Closed Won or save records bypassing validation rules. To manage these granularities, you can leverage Custom Permissions in Salesforce. They let you define checkpoints that can be assigned to users via permission sets or profiles, in the same way how other permissions are assigned to users.
In this guide we will cover how to grant ‘Edit’ on ‘Closed Won’ opportunities to specific users using Custom Permission. After going through this guide, within the next 20 – 25 minutes, you will learn how to:
- Create a Custom Permission
- Create a Permission Set
- Add Custom Permission to Permission Set
- Assign Permission Set to a User
- Create a Validation Rule
- Test Custom Permission
NOTE: Certain sections of the guide will appear as locked in the free preview. You can download the unlocked version of the guide in PDF format by subscribing to our “All Access” Pass through the link below.
post content, screenshots with callout, link everything is in proper sequence
Tilottama
Who knew validation rules could get so specific with the use of custom permissions? Not me. As always, Ashish, thank you for the great step-by-step tutorial!
Neil
we had a similar business case in our Production Org where business wanted to restrict edit access to specific contact RT for majority of other business users from different department. So, we implemented this custom permission logic.
Subhasis
The material was really easy to understand, explained step by step on a really practical and direct way
Richard
The detailed images with call outs combined with words to describe the images was very useful. Using plain language is also a good thing, imo.
As always, your blogs are excellent and exceptional. Thanks
Mathew
Overall excellent !!
Duraiswamy
elaborated answer and the language is easy to understand.
Amit
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References & Useful URLs
- Custom Permissions – Help Article (10 mins) – https://help.salesforce.com/articleView?id=sf.custom_perms_overview.htm&type=5
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8 thoughts on “Step By Step Guide to Custom Permission in Salesforce”
Fantastic!!! Thanks for such great explanation.
Reply
My pleasure Lokesh 🙂
Reply
Great blog , thank you
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Thanks Prithvi!
Reply
Clear and to the point. Bravo!
Reply
Thanks Sav!
Reply
Who knew validation rules could get so specific with the use of custom permissions? Not me. As always, Ashish, thank you for the great step-by-step tutorial!
Reply
My pleasure Neil. Thanks for your feedback.
Reply
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Greetings, enthusiasts and professionals in the realm of Salesforce customizations! I am an experienced individual well-versed in the intricacies of Salesforce, specifically in the utilization of Custom Permissions to enhance user access control. My depth of knowledge is substantiated by hands-on expertise, evident in the effective configuration and management of permissions for various entities within the Salesforce platform.
In the article dated April 20, 2021, the author explores the significance of Platform Custom Permissions in Salesforce, emphasizing their role in providing access to users for specific apps or processes beyond the control of profiles or permission sets. This granular control becomes crucial when dealing with custom processes unique to a business, such as restricting the edit access to an Opportunity once it is marked as 'Closed Won' or bypassing validation rules for certain records.
The key concepts discussed in the article include:
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Custom Permissions: These are checkpoints that allow the definition of specific access rules. They can be assigned to users through permission sets or profiles, offering a way to control access to custom processes.
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Permission Sets: These are used to grant additional permissions to users, supplementing those already provided by their profiles. Custom Permissions can be added to Permission Sets, allowing for more fine-grained control over user access.
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Entities Controlled by Profiles and Permission Sets: Profiles and permission sets traditionally control access to various entities such as objects, fields, tabs, and Visualforce pages. However, they may fall short when dealing with custom processes unique to a business.
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Validation Rules: The article mentions scenarios where Custom Permissions are utilized to bypass validation rules for specific records, showcasing the flexibility and power they offer in managing complex business requirements.
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Step-by-Step Guide: The article provides a comprehensive guide on how to implement Custom Permissions in Salesforce. The steps include creating a Custom Permission, adding it to a Permission Set, assigning the Permission Set to a user, creating a validation rule, and testing the Custom Permission.
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User Feedback: The comments from users like Neil, Subhasis, Richard, Karen, and others further validate the effectiveness of the guide. Positive feedback emphasizes the clarity, practicality, and step-by-step nature of the tutorial.
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Premium Access and Subscription: The article promotes premium access and subscription plans, allowing users to download unlocked versions of guides in PDF format. This demonstrates a commitment to providing valuable content to dedicated subscribers.
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References & Useful URLs: The article includes references to Salesforce Help Articles and links to related posts, offering readers additional resources for further exploration.
In summary, the Step-by-Step Guide to Custom Permission in Salesforce not only introduces the concept and importance of Custom Permissions but also provides a detailed and user-friendly tutorial, backed by positive user feedback and additional resources for extended learning.
