Learn how to set up permission sets within Salesforce to open up data access for users.
- [Narrator] Permission sets open up data access.…The helpful thing about them is we can apply one…or multiple permission sets to each user…while the user can only have a single profile.…It's a way to rapidly add and remove sets of permissions.…You might want to elevate a person to a new position…such as executive assistant without editing their profile.…So let's show how this works.…We're signed in, and we're at the home tab.…Over here on the right hand side…let's go ahead and click on the gear cog icon,…right here, and we'll click Setup.…
We'll search permission in the quick find, let's do that.…Then we'll click Permission Sets.…We'll go ahead and click New to add a new permission set,…and we'll give it a label.…And we're going to call it Leadership Admin.…A unique name auto populates.…While we can limit this permission set…to a specific profile,…we don't want to and we'll leave the license…at the bottom here set to None,…which allows us to add users of any type.…
Then we'll click Save.…Now let's go ahead and edit some additional settings.…
AuthorChristopher Matthew Spencer
- Planning a transition to Salesforce
- Administering user accounts
- Managing permissions
- Capturing and converting leads
- Customizing views
- Setting up opportunities
- Creating campaigns
- Customizing fields and pages
- Customizing apps
- Building and sharing reports
- Importing data
- Batch processing data
- Enforcing data security with auditing and policies
Skill Level Beginner
1. Getting Prepared
2. Users and Data Visibility
3. Working with Salesforce
4. Customizing, Branding, and Social
Search layouts4m 59s
6. Data Management
7. Data Security
Next steps1m 12s
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