Security Implementation Guide

Salesforce Security Implementation Guide
Security Overview
User Authentication
User Authorization
Securing Data Access
User Permissions
User Permissions and Access
Permission Sets
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
View and Edit Assigned Apps in Permission Sets
Assigning Custom Record Types in Permission Sets
Enable Custom Permissions in Permission Sets
Manage Permission Set Assignments
Object Permissions
Managing Salesforce Classic Mobile Permissions
Custom Permissions
Profiles
Roles
Data Sharing Tools
Monitoring Your Organization's Security
Platform Encryption
Security Tips for Apex and Visualforce Development
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User Licenses in Permission Sets

Available in: Salesforce Classic and Lightning Experience
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 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