- [Instructor] Permission sets open up data access.…The helpful thing about them is that…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 system permissions within Salesforce.…You might want to elevate a person to a new position,…such as an executive assistant,…without editing their profile directly.…So let's go ahead and see how this might work.…We'll need to be signed in.…
And we're starting from the home tab.…And then from here, go ahead and click on…the gear cog icon on the top right.…And then you should click setup.…That launches a new tab for setup.…And then on the left hand side,…you'll see the quick find and go ahead and put your mouse…into the quick find box and type the word permission.…And then go ahead and click on permission sets.…And from here, we can manage permission sets.…So we'll go ahead and click new.…And we'll add a new permission set here,…so we'll just click new from the list of permission sets,…
Author
Released
12/13/2018- Explain Salesforce editions and cloud types.
- Describe Salesforce Chatter features.
- Outline the Salesforce access permission features.
- Summarize lead functionality in Salesforce.
- Use Salesforce assignment and escalation rules.
- Construct Salesforce objects using relationships and schemas.
- Demonstrate formatting and interactivity in Salesforce reports.
Skill Level Intermediate
Duration
Views
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Introduction
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1. Getting Prepared
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How to obtain help4m 46s
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Clouds4m 1s
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Editions2m 48s
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Planning the transition3m 48s
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Getting registered3m 24s
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Discovering AppExchange4m 26s
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Chatter11m 34s
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2. Users and Data Visibility
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User admin6m 53s
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Role hierarchy6m 27s
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Sharing rules6m 58s
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Profiles3m 57s
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Permission sets4m 59s
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Restricting logins3m 13s
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Handling login challenges4m 37s
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Object access4m 38s
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Record access5m 34s
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Field-level security4m 39s
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3. Working with Salesforce
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Leads5m 21s
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Web-to-Lead6m
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Accounts and Contacts7m 7s
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Views4m 4s
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Calendars3m 13s
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Cases8m 2s
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Opportunities6m 15s
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Campaigns6m 35s
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Email templates6m 20s
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Teamwork using queues4m 57s
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4. Customizing, Branding, and Social
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Schema Builder5m 44s
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Search and search layouts8m 23s
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Custom buttons and links10m 57s
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Customizing sales paths7m 54s
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5. Reporting
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Building reports9m 58s
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Filtering within reports3m 27s
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Sharing reports4m 9s
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Dashboard building6m 11s
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6. Data Management
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Importing4m 9s
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Updating records7m 25s
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Mass transfer2m 39s
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Mass delete2m 18s
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Backup4m 41s
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7. Data Security
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Health check3m 24s
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Sessions3m 3s
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Network access3m 38s
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Password policies3m 20s
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Handling former users4m 18s
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Conclusion
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Next steps1m 14s
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Video: Permission sets