Newer Version Available
Edit Permission Sets from a List View
You can change permissions in up to 200 permission sets directly from the list view,
without accessing individual permission sets.
| Available in: Salesforce Classic and Lightning Experience |
| Available in:Essentials, Contact Manager, Professional, Group, Enterprise, Performance, Unlimited, Developer, and Database.com Editions |
| User Permissions Needed | |
|---|---|
| To edit multiple permission sets from the list view: | Manage Profiles and Permission Sets |
- Select or create a list view that includes the permission sets and permissions you want to edit.
- To edit multiple permission sets, select the checkbox next to each one you want to edit. If you select permission sets on multiple pages, the selections on each page are remembered.
- Double-click the permission you want to edit. For multiple permission sets, double-click the permission in any of the selected permission sets.
- In the dialog box that appears, enable or disable the permission. In some cases, changing a permission can also change other permissions. For example, if “Manage Cases” and “Transfer Cases” are enabled in a permission set and you disable “Transfer Cases,” then “Manage Cases” is also disabled. In this case, the dialog box lists the affected permissions.
- To change multiple permission sets, select All n selected records (where n is the number of permission sets you selected).
- Click Save.
If you edit multiple permission sets, only the permission sets that support the permission you are editing change. For example, let’s say you use inline editing to enable “Modify All Data” in ten permission sets, but one permission set doesn’t have “Modify All Data.” In this case, “Modify All Data” is enabled in all the permission sets, except the one without “Modify All Data.”
Any changes you make are recorded in the setup audit trail.