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

NOTE: Certain sections of the guide will appear as locked in the free preview. You can download the unlocked version of the guide in PDF format by subscribing to our “All Access” Pass through the link below.

post content, screenshots with callout, link everything is in proper sequence

Tilottama

Who knew validation rules could get so specific with the use of custom permissions? Not me. As always, Ashish, thank you for the great step-by-step tutorial!

Neil

we had a similar business case in our Production Org where business wanted to restrict edit access to specific contact RT for majority of other business users from different department. So, we implemented this custom permission logic.

Subhasis

The material was really easy to understand, explained step by step on a really practical and direct way

Richard

The detailed images with call outs combined with words to describe the images was very useful. Using plain language is also a good thing, imo.

Karen

As always, your blogs are excellent and exceptional. Thanks

Mathew

Overall excellent !!

Duraiswamy

elaborated answer and the language is easy to understand.

Amit

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