Permission Set Groups

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Permission set groups combine selected permission sets to provide all the permissions that users need for their roles.

Definition

Permission set groups combine selected permission sets to provide all the permissions that users need for their roles.

Setup -> enter Permission Set Groups -> Permission Set Groups -> Click New Permission Set Group

Prerequisites

Salesforce Org with Spring’20

Actions in Permission Set Group

  1. Add Permission Sets to a Permission Set Group
  2. Remove Permission Sets from a Permission Set Group
  3. Assign to the User
  4. Muting Permission Set

Add Permission Sets to a Permission Set Group

Steps:

  • In the Permission Set Group detail page, under Permission Sets, click Permission Sets in Group
  • Click Add Permission Set.
  • On the Add Permission Sets detail page, select the permission sets that you want to add to the group, and click Add.
  • Click Done. When the update is complete, the permission set group status changes to Updated.
  • To filter the list of permission sets that are available to be added to the group, on the Add Permission Sets detail page, click Create New View.
  • Specify options for view name, filter criteria, fields, and visibility, then click Save.
  • To open a customized view, select it from the View dropdown menu.

Remove Permission Sets from a Permission Set Group

Steps:

  • In the Permission Set Group detail page, under Permission Sets, click Permission Sets in Group.
  • Select the permission sets that you want to remove from the group.
  • Click Remove Permission Sets.

Assign Permission Set Groups to Users

Steps:

  • In the Permission Set Group detail page, click Manage Assignments.

  • Select each user who you want to assign the group to, and then click Assign.
  • Click Done

Add a Muting Permission Set to a Permission Set Group

Steps:

To disable specific app permissions and system permissions in a permission set group, you can add a muting permission set. You can create only one muting permission set for a group.

  • In the Permission Set Group detail page, under Permission Sets, click Muting Permission Set in Group.
  • Click New.
  • Enter a name for the muting permission set or accept the default name and click Save.
  • To select which permissions to mute, click the muting permission set group name to view the Muting Permission Set Group detail page.
  • In the detail page, depending on the type of permissions you want to mute, click App Permissions or System Permissions.
  • On the permissions page for the selected category, click Edit.
  • In the Muted column, select the permissions that you want to mute, and click Save.

Permission Set Group Status

  • Updated – Combined permissions correctly reflect all permissions added to the group.
  • Outdated – Change captured and system to update
  • Updating – The permission set group is in the process of recalculation because of recent changes
  • Failed – The permission set group recalculation failed.

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