After creating permission set 'Account Access', I do not find any option to do the following steps. Can someone help where can I find the option?
- Enable Account Object Permissions: Read, Create, Edit, Delete, View All Records, and Modify All Records
- Enable Account Field Permissions: Read Access and Edit Access for all fields
2 answers
Hi @Dipti Sankholkar - After creating the Account Access permission set in Salesforce:
- Go to Setup → search for Permission Sets.
- Click on your Account Access permission set.
- Scroll down and click Object Settings → choose Accounts.
- Click Edit and check all the boxes for object permissions: Read, Create, Edit, Delete, View All, Modify All.
- Scroll down to Field Permissions and check Read Access and Edit Access for all fields.
- Save your changes.