Go-To permission Sets

Question

Hello Sales Cloud admins. I would love your advice on what are your top Go-To permission sets that you feel are necessary for any salesforce org? Thank you for your help.

Jonathan Fox · Accepted Answer

I would say - job role specific is my go to. So, Sales/service/etc specific including object permissions and feature permissions. On top of that, looking at system permissions to configure or set parts of Salesforce up as separate permissions to grant to privileged users.

Saurabh Singh · Answer

Hi  @Lisa Pazienza https://trailblazers.salesforce.com/profileView?u=0054S000001edxqQAA We can assign basic permission sets which include a group of common permissions for a particular feature associated with a permission set. If you want to assign extra permissions, we need to create a custom permission set based on roles, subordinates, and profiles. This way we can build our custom permission set and modify it as we want.   Link to know more about standard permission set- https://help.salesforce.com/s/articleView?id=sf.perm_sets_standard.htm&type=5

Go-To permission Sets

Security

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