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
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
Custom Permissions
Profiles
User Role Hierarchy
Share Objects and Fields
Strengthen Your Data's Security with Shield Platform Encryption
Monitoring Your Organization’s Security
Security Guidelines for Apex and Visualforce Development
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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 (not available in all orgs) 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

Use care when editing permission sets with this method. Making mass changes can have a widespread effect on users in your organization.

Note

  1. Select or create a list view that includes the permission sets and permissions you want to edit.
  2. 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.
  3. Double-click the permission you want to edit. For multiple permission sets, double-click the permission in any of the selected permission sets.
  4. 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.
  5. To change multiple permission sets, select All n selected records (where n is the number of permission sets you selected).
  6. 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.