In this blog, we are going to discuss “How to Create and use Custom Permission in Salesforce?”. This blog post will cover the process of creating custom permission in Salesforce and also how to apply/Use Custom Permission in Salesforce. The purpose of this is by using this we can give access to a particular user for certain apps or processes.
Steps to Use Custom Permission in Salesforce
- Log in to Salesforce.
- From the right hand side top menu, go to Settings.
- In a Quick Find search, under custom code select “Custom Permission” and click on the “New” button.
- Fill in the required details and click on the “Save” button.
- Add the custom permission to the permission set.
- Go to Quick find search select Permission Sets and click on the “New” button.
- Now, add your custom permission “New Permission” to the “permission set” you have just created above.
- In a custom permission click on “edit” and “add” your available custom permissions to enable custom permissions.
- Click on the “Save” button hence, you have added your Custom Permission in the Permission Set successfully.
- Now, assign these permissions to the specific User you want to, and click the “Manage Assignments” button from above.
- Click on the “Add Assignment” button and select “User”.
- Click on the “Assign” and “Done” buttons. And you have finished assigning the specific User to a permission set.
By following the above blog instructions, you will be able to learn “How to use custom permission in Salesforce?“. If you still have queries or any related problems, don’t hesitate to contact us at salesforce@greytrix.com. More details about our integration product are available on our website and Salesforce AppExchange.
We hope you may find this blog resourceful and helpful. However, if you still have concerns and need more help, please contact us at salesforce@greytrix.com.
About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partner and a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners and Sage PSG across the globe. We offer Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that require apex code incorporation into the Salesforce platform.
Greytrix has some unique solutions for Cloud CRM such as Salesforce Sage integration for Sage X3, Sage 100 and Sage 300 (Sage Accpac). We also offer best-in-class Cloud CRM Salesforce customization and development services along with services such as Salesforce Data Migration, Integrated App development, Custom App development and Technical Support to business partners and end users.
Salesforce Cloud CRM integration offered by Greytrix works with Lightning web components and supports standard opportunity workflow. Greytrix GUMU™ integration for Sage ERP – Salesforce is a 5-star rated app listed on Salesforce AppExchange.
The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.
For more information on our Salesforce products and services, contact us at salesforce@greytrix.com. We will be glad to assist you.
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