023 Understanding 005e2655

Salesforce Permission Model

A guide to understanding how permissions work in Salesforce.

Overview

Salesforce uses a layered permission model:

┌─────────────────────────────────────────────────────┐
│                      USER                           │
├─────────────────────────────────────────────────────┤
│                    PROFILE                          │
│  (Base permissions - one per user)                  │
├─────────────────────────────────────────────────────┤
│           PERMISSION SET GROUPS                     │
│  (Collections of Permission Sets)                   │
├─────────────────────────────────────────────────────┤
│              PERMISSION SETS                        │
│  (Additive permissions)                             │
└─────────────────────────────────────────────────────┘

Key Concepts

Profiles

• One profile per user (mandatory)
• Defines base-level access
• Can restrict or grant permissions
• Legacy approach - Salesforce recommends minimal profiles + Permission Sets

Permission Sets (PS)

• Additive only - can grant access, cannot revoke
• Multiple PS can be assigned to a user
• Can include:
  • Object CRUD permissions
  • Field-Level Security (FLS)
  • Apex Class access
  • Visualforce Page access
  • Flow access
  • Custom Permissions
  • Tab visibility
  • System permissions

Permission Set Groups (PSG)

• Container for multiple Permission Sets
• Assign one PSG instead of many individual PS
• Simplifies user provisioning
• Status can be "Active" or "Outdated"

Permission Types

Object Permissions

Field-Level Security (FLS)

Note: Edit includes Read access.

Setup Entity Access

Access to programmatic components:

System Permissions

Organization-wide permissions like:

• ViewSetup
• ModifyAllData
• ViewAllData
• ManageUsers
• ApiEnabled
• RunReports
• ExportReport

Common Permission Patterns

Sales User Pattern

Permission Set Group: Sales_Cloud_User
├── Account_Access (PS)
│   └── Account: CRUD
├── Opportunity_Access (PS)
│   └── Opportunity: CRUD
└── Report_Runner (PS)
    └── System: RunReports, ExportReport

API Integration Pattern

Permission Set: Integration_User
├── System: ApiEnabled
├── Objects: Read on required objects
└── Custom Permission: API_Access_Enabled

Admin Lite Pattern

Permission Set: Admin_Lite
├── System: ViewSetup (NOT ModifyAllData)
├── System: ManageUsers
└── Custom Permission: Can_Manage_Users

Best Practices

1. Minimum Necessary Access

Grant only the permissions users actually need.

2. Use Permission Set Groups

Group related PS into PSGs for easier management:

• Sales_Cloud_User (PSG) instead of 5 individual PS
• Service_Cloud_User (PSG) for case management

3. Audit Regularly

Use sf-permissions to:

• Find PS with overly broad access (ModifyAllData)
• Identify unused PS
• Document permission structures

4. Naming Conventions

Permission Set:     [Department]_[Capability]_PS
Permission Set Group: [Department]_[Role]_PSG

Examples:
  - Sales_Account_Edit_PS
  - Sales_Manager_PSG
  - HR_Employee_Data_Access_PS

5. Document Custom Permissions

Custom Permissions should have clear names:

• Can_Approve_Expenses
• View_Salary_Data
• Export_Customer_Data

Related Salesforce Documentation

• Permission Sets
• Permission Set Groups
• Field-Level Security