Permission Sets
Permission sets are a feature of the Salesforce platform that enables you to manage user access. Default permission sets for Foundations are provided with the application. We recommend using permission sets instead of user profiles to manage your users' privileges. You can assign permission sets to up to 1000 users at a time.
Identifying the Foundations Permission Sets
Three levels of default permission sets are provided with Foundations.
Level |
Description |
|
---|---|---|
1 | App | Permissions apply across the Foundations app or a feature. |
2 | Object | Permissions apply to an entire Foundations object. |
3 | Activity |
Permissions apply to an activity being carried out in an object such as read, save, or delete. |
The permission sets you need to assign to users depend on the needs of your organization and the tasks that they need to carry out in Foundations and the applications that extend Foundations core concepts. Typically, you might use a combination of user profiles and permission sets to manage your users' privileges.
Example: Use profiles to manage user privileges for standard Salesforce objects and other applications (excluding Foundations), then assign the Foundations permission sets to your individual users.
There are several Foundations permission sets that do not follow the three levels structure. For a full list of the permission sets supplied with Foundations,
Some features require you to use permission sets from several products that make up the feature. For example, Billing Document is a Foundations object to which Billing Central adds fields. To grant access to the Billing Document object and Foundations billing document fields, use Foundations permission sets. To grant access to the fields that Billing Central adds to the Billing Document object, use the Billing Central permission sets.
Level |
||
---|---|---|
1 | FDN Feature Console | Enable and disable features. We recommend you also use the Salesforce System Administrator profile to enable and disable features. |
1 | FDN Core – Administrator | Configure messaging and scheduled jobs in Foundations. |
1 | FDN Core – Read Only | View Foundations messaging and scheduled jobs. |
1 | FDN Messaging – Obsolete Flag | Make publications and subscriptions obsolete. |
1 | FDN Common Concepts Admin | Automatically generated level 1 permission set that provides access to all associated level 2 FDN Common Concepts Admin permissions. |
1 |
FDN |
Edit tax calculation settings. |
2 | FDN Common Concepts –Account |
Automatically generated level 2 permission set that provides access to all associated level 3 FDN Common Concepts - Account permissions. |
3 | FDN Common Concepts – Account – Address | Validate billing and shipping addresses on accounts. |
2 |
Automatically generated level 2 permission set that provides access to all associated level 3 FDN Common Concepts - Billing Documents permissions. |
|
3 | FDN Common Concepts – Billing Document – Read | View billing documents. |
3 | FDN Common Concepts – Billing Document – Edit | Edit billing documents. |
3 | FDN Common Concepts – Billing Documents – Delete | Delete billing documents. |
3 | FDN Common Concepts – Company – Read |
View companies. |
3 | FDN Common Concepts – Company – Edit |
Edit companies. |
3 | FDN Common Concepts – Company – Delete |
Delete companies. |
2 | ||
3 | FDN Common Concepts – Tax – Read |
View tax codes.and tax rates. |
3 | FDN Common Concepts – Tax – Edit |
Edit tax codes.and tax rates. |
3 | FDN Common Concepts – Tax – Delete |
Delete tax codes.and tax rates. |
More Information
For more information about permission sets and how to assign them to users, see the following topics in the Salesforce Help:
- "What are permission sets?"
- "About Permission Sets and Profile Settings in Packages"
- "Assign Permission Sets to a Single User"
- "Assign a Permission Set to Multiple Users"