Use Permission Sets To Overcome Common Access Dilemmas

As an Awesome Admin, it’s probably in your nature to look for any way to optimize a process or situation! As part of that never-ending desire for optimization, I would bet that you’ve spent a lot of time thinking about your permissions setup in Salesforce. Salesforce provides multiple ways to grant permissions to users, each with their own advantages and limitations.

One of the most common limitations that admins face is the “single profile dilemma,” where each user can only have one profile. As an example, the scenario outlined below highlights why things get tricky when all permissions are housed in profiles. In this post, we’ll evaluate how we can use other tools like permission sets and permission set groups to establish a new permissions model that solves this problem and has other added benefits.

Let’s set the scene: You’re an admin with a user, Astro, who mostly works with

Read the full article on the Salesforce Admins blog.