What is a permission set license?
A permission set is a convenient way to assign users specific settings and permissions to use various tools and functions. Permission set licenses incrementally entitle users to access features that are not included in their user licenses. Users can be assigned any number of permission set licenses.
How do I check permissions on a Salesforce license?
- From Setup, enter Company Information in the Quick Find box, then select Company Information.
- View the Permission Set Licenses related list.
How do you set permissions on a license?
From Setup, in the Quick Find box, enter Users , then select Users. Click the user’s name. In the Permission Set License Assignments related list, click Edit Assignments. Select the Sustainability Cloud permission set license.
How do I assign permissions to a Salesforce license?
From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets. Click New. Enter your permission set information. For License, select the license to associate with this permission set.
What is CRM user permission set license?
The CRM User, Sales User, and Service User permission set licenses let you track your org’s user license usage.
What is difference between profile and permission set in Salesforce?
You can assign permission set as many users you want. The difference between Profile and Permission Sets is Profiles are used to restrict from something where Permission Set allows user to get extra permissions.
How do I change permissions on a Salesforce license?
How do I enable permissions on a group?
Go to Setup and search for Permissions. You will see Permission Set Groups available. Create a new Permission Set Group by clicking on the New button. Give the Group a name and description.
How do I assign a CPQ license?
Follow these steps to use the PSL auto assignment tool:
- Setup.
- Installed Packages.
- Configure > Salesforce CPQ.
- Additional Settings tab.
- Check Upgrade Readiness Tool.
- “Users Who Need a Permission Set License” links to CSV file.
- Acknowledge “I have downloaded and reviewed the permission set license assignments”
- Assign Licenses.
How do I set permissions in bulk?
- Click on Name | Setup | Administration Setup | Manage Users | Permission Sets.
- Select a Permission Set that you want to assign and drill down to the it’s details page.
- In the permission set toolbar, click on “Manage Assignments” button, It will redirect you to a new page.
How do I set permissions to add a license?
Save the file as a CSV (comma delimited) and use Data Loader to insert the records:
- Launch Data Loader.
- Click Insert and login to your organization.
- Select the ‘Show All Salesforce Objects.
- Select the object named ‘Permission Set License Assignment (PermissionSetLicenseAssign)’
- Browse to find the CSV file saved above.
Can we assign permission set to inactive user?
First, an admin shouldn’t be able to click on this button anyway, since the policy (per SF support on this issue) is that you cannot assign permission sets to inactive users. The button should not be there, or should be grayed out.
