Salesforce Security Guide

Salesforce Security Guide
Salesforce Security Basics
Authenticate Users
Give Users Access to Data
Control Who Sees What
User Permissions
User Permissions and Access
Permission Sets
User and Permission Set Licenses in Permission Sets
Create and Edit Permission Set List Views
Edit Permission Sets from a List View
App and System Settings in Permission Sets
Permission Set Assigned Users Page
Search Permission Sets
View and Edit Assigned Apps in Permission Sets
Assign Custom Record Types in Permission Sets
Enable Custom Permissions in Permission Sets
Manage Permission Set Assignments
Object Permissions
Salesforce Classic Mobile Permissions
Custom Permissions
Profiles
User Role Hierarchy
Share Objects and Fields
Protect Your Salesforce Data with Shield Platform Encryption
Monitoring Your Organization's Security
Security Guidelines for Apex and Visualforce Development
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User and Permission Set Licenses in Permission Sets

Use user licenses and permission set licenses with permission sets to control which types of users have access to settings in your permission set.
Available in: Salesforce Classic and Lightning Experience
Available in: Contact Manager, Professional, Group, Enterprise, Performance, Unlimited, Developer, and Database.com Editions

If you know some basics, it’s easy to create a permission set. When you create a permission set, you select a specific user or permission set license. If only users with one type of license can use the permission set, select the license that’s associated with the users. For example, to assign:
  • a permission set to users with the Salesforce license, select Salesforce.
  • a permission set to users with the Identity Connect permission set license, select Identity Connect.

You can also assign a permission set to users with different licenses. Select --None--. This option lets you assign the permission set to any users whose license allows the enabled permissions. So, to assign the permission set to users with the Salesforce license and also to users with the Salesforce Platform license, select --None--.

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

Note