{"id":7364,"date":"2023-04-27T07:35:35","date_gmt":"2023-04-27T07:35:35","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=7364"},"modified":"2024-11-29T09:39:40","modified_gmt":"2024-11-29T09:39:40","slug":"how-to-use-custom-permission-in-salesforce","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2023\/04\/27\/how-to-use-custom-permission-in-salesforce\/","title":{"rendered":"How to Use Custom Permission in Salesforce?"},"content":{"rendered":"\n<p>In this blog, we are going to discuss \u201c<strong>How to Create and use Custom Permission in Salesforce<\/strong>?\u201d. 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.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><em><strong><span style=\"text-decoration: underline;\">Steps to Use Custom Permission<\/span><\/strong><\/em><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Log in to Salesforce.<\/li>\n\n\n\n<li>From the right hand side top menu, go to Settings. <\/li>\n\n\n\n<li>In a <strong>Quick Find search<\/strong>, under custom code select \u201c<strong>Custom Permission<\/strong>\u201d and click on the \u201c<strong>New\u201d <\/strong>button.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/04\/1.-Custom-permission.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/04\/1.-Custom-permission.png\" alt=\"Custom permission\"><\/a><\/center>\n<font size=\"2\"><center><i>Custom permission<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Fill in the required details and click on the \u201c<strong>Save\u201d<\/strong> button.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/04\/2.-Add-details.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/04\/2.-Add-details.png\" alt=\"Add details\"><\/a><\/center>\n<font size=\"2\"><center><i>Add details <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Add the custom permission to the permission set.<\/li>\n\n\n\n<li>Go to <strong>Quick find search<\/strong> select <strong>Permission Sets<\/strong> and click on the<strong> <\/strong>\u201c<strong>New\u201d <\/strong>button.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/04\/3.-New-permission-sets.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/04\/3.-New-permission-sets.png\" alt=\"New permission sets\"><\/a><\/center>\n<font size=\"2\"><center><i>New permission sets <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Now, add your custom permission <strong>\u201cNew Permission\u201d <\/strong>to the &#8220;<strong>permission set&#8221;<\/strong> you have just created above.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/04\/4-.Assign-Permission-set.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/04\/4-.Assign-Permission-set.png\" alt=\"Use Custom Permission in Salesforce\"><\/a><\/center>\n<font size=\"2\"><center><i>Assign Permission Set <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>In a custom permission click on \u201c<strong>edit\u201d <\/strong>and<strong> &#8220;add&#8221;<\/strong> your<strong> <\/strong>available custom permissions to enable custom permissions.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/04\/5.-Enable-Permissions.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/04\/5.-Enable-Permissions.png\" alt=\"Enable Permissions\"><\/a><\/center>\n<font size=\"2\"><center><i>Enable Permissions <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click on the \u201c<strong>Save\u201d<\/strong> button hence, you have added your <strong>Custom Permission<\/strong> in the <strong>Permission Set<\/strong> successfully.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/04\/6.-Added-Permission.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/04\/6.-Added-Permission.png\" alt=\"Added Permission\"><\/a><\/center>\n<font size=\"2\"><center><i>Added Permission <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Now, assign these permissions to the specific <strong>User <\/strong>you want to<strong>, <\/strong>and click the<strong> \u201cManage Assignments\u201d <\/strong>button from above.<\/li>\n\n\n\n<li>Click on th<strong>e <\/strong>\u201c<strong>Add Assignment\u201d<\/strong> button and select &#8220;<strong>User&#8221;<\/strong>.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/04\/7.-Selected-User.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/04\/7.-Selected-User.png\" alt=\"Selected User\"><\/a><\/center>\n<font size=\"2\"><center><i>Selected User <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click on the &#8220;<strong>Assign&#8221;<\/strong> and &#8220;<strong>Done&#8221;<\/strong> buttons. And you have finished assigning the specific User to a permission set.<\/li>\n<\/ul>\n\n\n\n<p>By following the above blog instructions, you will be able to learn \u201cHow to use custom permission in Salesforce?\u201c. If you still have queries or any related problems, don\u2019t hesitate to contact us at <a href=\"mailto:salesforce@greytrix.com\" target=\"_blank\" rel=\"noreferrer noopener\">salesforce@greytrix.com<\/a>. More details about our integration product are available on <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/erp-integration\/\" target=\"_blank\" rel=\"noreferrer noopener\">our website<\/a> and <a href=\"https:\/\/appexchange.salesforce.com\/listingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce AppExchange<\/a>.<\/p>\n\n\n\n<p>We hope you may find this blog resourceful and helpful. However, if you still have concerns and need more help, please contact us at <a href=\"mailto:salesforce@greytrix.com\" target=\"_blank\" rel=\"noreferrer noopener\">salesforce@greytrix.com<\/a>.<\/p>\n\n\n\n<p style=\"text-align: justify\"><b>About Us<\/b><\/br>\n<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a> \u2013 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.<br><br> Greytrix has some unique solutions for Cloud CRM such as <a href=\"\">Salesforce Sage integration<\/a> for <a href=\"https:\/\/www.greytrix.com\/sage-x3-erp\/integration\/\">Sage X3<\/a>, <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/sage-100-integration\/\">Sage 100<\/a> and <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/sage-300-integration\/\">Sage 300 (Sage Accpac)<\/a>. We also offer best-in-class Cloud CRM <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/crm-development\/\">Salesforce customization and development services<\/a> along with services such as Salesforce <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/data-migration-support\/\">Data Migration<\/a>, <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/crm-development\/\">Integrated App development<\/a>, Custom App development and Technical Support business partners and end users. Salesforce Cloud CRM integration offered by Greytrix works with Lightning web components and supports standard opportunity workflow. Greytrix GUMU&#x2122; integration for Sage ERP \u2013 Salesforce is a 5-star rated app listed on <a href=\"https:\/\/appexchange.salesforce.com\/appxListingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noopener\">Salesforce AppExchange<\/a>.<br> The GUMU&#x2122; 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.<br><br> For more information on our Salesforce products and services, contact us at <a href=\"mailto:salesforce@greytrix.com\">salesforce@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n\n\n\n<p><strong>Related Posts<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2016\/03\/25\/duplicate-data-management-in-salesforce\/\" target=\"_blank\" rel=\"noreferrer noopener\">Duplicate Data Management in Salesforce<\/a><\/strong><\/li>\n\n\n\n<li><strong><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2015\/07\/30\/different-deployment-methods-in-salesforce\/\" target=\"_blank\" rel=\"noreferrer noopener\">Different Deployment Methods in Salesforce<\/a><\/strong><\/li>\n\n\n\n<li><strong><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2015\/10\/19\/enable-lightning-experience-on-salesforce\/\" target=\"_blank\" rel=\"noreferrer noopener\">Enable Lightning Experience on Salesforce<\/a><\/strong><\/li>\n\n\n\n<li><strong><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2013\/06\/11\/assign-custom-object-permissions-to-standard-user-in-salesforce\/\" target=\"_blank\" rel=\"noreferrer noopener\">Assign custom object permissions to Standard User in Salesforce<\/a><\/strong><\/li>\n<\/ul>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this blog, we are going to discuss \u201cHow to Create and use Custom Permission in Salesforce?\u201d. 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\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2023\/04\/27\/how-to-use-custom-permission-in-salesforce\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[1430,210,1431,1398,1125,1370,1402,269,367,874,392,677,878,512],"class_list":["post-7364","post","type-post","status-publish","format-standard","hentry","category-salesforce-srv","tag-custom-permission","tag-lightning-experience-on-salesforce","tag-manage-assignments","tag-orgs","tag-permission","tag-permission-set","tag-permission-sets","tag-profiles","tag-salesforce","tag-salesforce-administrators","tag-salesforce-development","tag-salesforce-lightning","tag-salesforce-permissions","tag-users"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/7364","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/comments?post=7364"}],"version-history":[{"count":7,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/7364\/revisions"}],"predecessor-version":[{"id":9923,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/7364\/revisions\/9923"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=7364"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=7364"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=7364"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}