Step By Step Guide to Custom Permission in Salesforce

Custom Permissions in Salesforce are used to give access to users for certain apps or processes that you have configured and which cannot be controlled by profile or permission set directly.

A profile and a permission set control the users’ access to many entities such as objects, fields, tabs, and Visualforce pages. However, they cannot control a custom process that you have which is unique to your business. For e.g. only specific users should be able to edit an Opportunity once it is Closed Won or save records bypassing validation rules. To manage these granularities, you can leverage Custom Permissions in Salesforce. They let you define checkpoints that can be assigned to users via permission sets or profiles, in the same way how other permissions are assigned to users.

In this guide we will cover how to grant ‘Edit’ on ‘Closed Won’ opportunities to specific users using Custom Permission. After going through this guide, within the next 20 – 25 minutes, you will learn how to:

• Create a Custom Permission
• Create a Permission Set
• Add Custom Permission to Permission Set
• Assign Permission Set to a User
• Create a Validation Rule
• Test Custom Permission

References & Useful URLs

• Custom Permissions – Help Article (10 mins) – https://help.salesforce.com/articleView?id=sf.custom_perms_overview.htm&type=5