Security Implementation Guide

Security Overview
Securing and Sharing Data
User Permissions and Access
Revoking Permissions and Access
Profiles Overview
Enhanced Profile User Interface Overview
Working with Profiles in the Original Profile Interface
Viewing and Editing Tab Settings in Permission Sets and Profiles
Enable Custom Permissions in Profiles
Assigning Record Types and Page Layouts in the Enhanced Profile User Interface
Permission Sets
About User Licenses in Permission Sets
Create and Edit Permission Set List Views
Edit Permission Sets from a List View
About App and System Settings in Permission Sets
Permission Set Assigned Users Page
Search Permission Sets
Viewing and Editing Assigned Apps in Permission Sets
Assigning Custom Record Types in Permission Sets
Enable Custom Permissions in Permission Sets
Manage Permission Set Assignments
Object Permissions
Field-Level Security Overview
User Permissions
Desktop Client Access Overview
Setting Login Restrictions
Managing Salesforce Classic Permissions
About Organization-Wide Sharing Defaults
Setting Your Organization-Wide Sharing Defaults
External Organization-Wide Defaults Overview
Sharing Rules Overview
User Sharing Overview
Roles Overview
About Groups
Creating and Editing Groups
Group Member Types
Viewing All Users in a Group
Granting Access to Records
Configuring Salesforce Security Features
Enabling Single Sign-On
Monitoring Your Organization's Security
Security Tips for Apex and Visualforce Development
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About User Licenses in Permission Sets

Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, Developer, and Database.com Editions

When creating a permission set, you can select a specific user license or --None--.

If you’re selecting a specific license, select the license that matches the users who will use the permission set. For example, if you plan to assign this permission set to users with the Salesforce license, select Salesforce.

If you plan to assign this permission set to multiple users with different licenses, select --None--, for no user license. With this option, you can assign the permission set to any users whose license allows the enabled permissions. For example, if you plan to assign the permission set to users with the Salesforce license as well as users with the Salesforce Platform license, select --None--.

  • Permission sets with no user license don’t include all possible permissions and settings.
  • You can only assign a permission set with no license to users whose licenses allow the enabled permissions and settings. For example, if you create a permission set with no user license and enable “Author Apex,” you can’t assign that permission set to users with the Salesforce Platform user license because the license doesn’t allow that permission.

Note