How To Create A Permission Set In Salesforce

How To Create A Permission Set In Salesforce

1. Log in to Salesforce: Access your Salesforce account.
2. Navigate to Setup: Click on the gear icon in the top right corner.
3. Search for Permission Sets: Type "Permission Sets" in the Quick Find box.
4. Select Permission Sets: Click on the "Permission Sets" link.
5. Click New: Start creating a new permission set.
6. Enter Details: Fill in the name and description for the permission set.
7. Set License Type: Choose the appropriate license for the permission set.
8. Save the Permission Set: Click the "Save" button to create it.
9. Add Permissions: Click on "Object Settings" or "App Permissions" to customize permissions.
10. Assign Users: Go to "Manage Assignments" to add users to the permission set.
11. Review and Finalize: Double-check all settings and permissions before finishing.