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Lesson: 05 Permission Set Groups

Notes
Video

Notes

A permission set group streamlines permissions assignment and management.

Use a permission set group to bundle permission sets together based on user job functions.

Users assigned the permission set group receive the combined permissions of all the permission sets in the group.

You can include a permission set in more than one permission set group.

Updates in a permission set propagate to all permission set groups that include the permission set.

You can also remove individual permissions from a group with the muting feature, to further customize the group.

Suppose that you have users in your sales department with these requirements.

Use Sales Cloud Analytics templates and apps
Create, edit, and delete surveys
Read, create, edit, and delete accounts and opportunities
Create and customize list views and reports

You have three permission sets that contain the permissions you need, plus other permissions.

Sales Cloud Einstein
Survey Creator
A permission set based on the Standard User Profile

Without permission set groups, you assign each permission set separately to this set of users.

Conceptual diagram of users assigned to several permission sets.

With permission set groups, you create a single group based on the tasks that your sales employees regularly perform. You can call it Sales Staff Users. Then, assign the group to the sales employees. The permission set group contains the combined permissions of all three permission sets.

How to create a permission set group?

From Setup, in the Quick Find box, enter Permission Set Groups, then select Permission Set Groups.
Click New Permission Set Group.
Enter a label and description for the permission set group, and save your work.
To see your new permission set group in a list view, from Setup, select Permission Set Groups again, then from the list view dropdown menu choose All Permission Set Groups.
To delete a permission set group, select the permission set group in the list view to open the Permission Set Group detail page, then click Delete.

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Lesson: 05 Permission Set Groups

Notes

How to create a permission set group?

Administrator Course