#Permissionset3 discussing

Hi Team, 

I have create new profile  

Profile Name :- sales 

Assigned one user to that profile after that I have create permission set assigned to that user 

Permission set Name :- Sales PS 

Account Permission on Sales PS :- View All Record 

Contact Permission on Sales PS :- Read / Create 

Sharing Setting 

Account :- Private 

Contact :- Controlled By Parent 

So, what is happing when I open the account record I not able to fetch any contact related to that account once I create a new contact then all contact is visible to me related to that account.  

Can any one know Why this is happing any reason behind it ?

  #Sharing Setting  #Permissionset  #Salesforce Admin

I am trying to set up a permission set where someone in a parallel or lower role hierarchy can change ownership of an opportunity, but only if Field A = B.  Is there a way to set up a permission set to do that? 

We transitioned from Profiles to Permission Sets/Permission Set Groups.

The problem I am having is: When there is a request to create a new field, the business mentions the Permission Set Group but for us, admins, we need to find which permission set to give access to.

My line of thought was: Let me query all permission sets within a specific permission set group and then I will take a look to see which permission set have access to the object where the field is being created and give access.

I am not able to query or report on it.

#Permissionset 

🌟 Salesforce is moving its permissions from Profiles to Permission Sets – and this shift brings great flexibility for admins! 🚀

But here’s an idea I’ve been thinking about to make permission management even more powerful:

🔧 Future Enhancement Idea:

It would be amazing if Salesforce allowed admins to view all users assigned to a Permission Set and edit CRUD permissions (Create, Read, Edit, Delete) for each user within that set! Currently, we can see Permission Sets assigned to users, but we can’t easily adjust individual user permissions from within that set.

✅ Why this would help:

• Multiple users could have different permissions within a single Permission Set without needing to create multiple sets.
• Better visibility into who has what permissions.
• Streamlined workflow for admins, making permission management faster and easier.

Not sure if this is a great idea or not – I’d love to hear your thoughts on it! Is this something you think would improve Salesforce admin workflows? 💡

#Salesforce Admin  #Security  #Permissionset  #Profiles

How can I custom a permission set that allows create segmentation and activation but the person cannot publish the segment?

#Permissionset

We are trying to create some permission sets/permission set groups and we would like to be able to enable/disable Chat User and Service Cloud User from a permission set. It isn't under system permissions, is it somewhere else or it is not possible to do it via a permission set?

#Permissionset #Einstein Bots #User Management #Service Cloud

Hi Team, I would like to make the Service Console custom app as a default for some profile in SF.  I followed the below steps but when I tried login as other user I still can landed in 'Sales' cloud app. 

1. From Setup, enter App Manager in the Quick Find box, then select App Manager.
2. Click New Lightning App and walk through the New Lightning App wizard.

1. Add only the App Launcher tab to Selected Items.
2. Make the App Launcher the default when users log in for the first time.
   1. From Setup, enter Profiles in the Quick Find box, then select Profiles.
   2. Select a profile and scroll to the Custom App Settings section.
   3. Select Default next to the Lightning app.

Please let me know If I am missing something.

#Sales Cloud #Service Cloud #Permissionset #Profiles #Salesforce Admin

I have a requirement to create a list view  button and assign the button to users with a permission set called Mass Update Status.  The aim is to make sure that these users are the only ones that can update case status from a list view  in case object. i have already managed to deactivate inline editing from list views for all users.

i was thinking a workaround this would be to create a flow , however i am stuck because i don't know how to create the flow 

#Flow  #Screen Flow  #Permissionset  #Object Permissions  #CRM Configuration  #Sales Cloud  #Salesforce  #Salesforce Admin  #Automation