Importing a Permission Set

You can import a CSV file that contains permission data that has been exported or created in the following format:

• To define object permissions:
  • Permission type must be fferpcore.ObjectPermissionData
  • Name must be the full API name, including a package namespace, if appropriate
  • Permissions must be listed in the short format with no separators

    Short Format for Permissions

    Short Format	Permission
    R	Read
    C	Create
    U	Edit
    D	Delete
    V	View All
    M	Modify All

• To define field permissions:
  • Permission type must be fferpcore.FieldPermissionData
  • Name must be the full API name, including a package namespace, if appropriate, and object
  • Permissions must be listed in the short format with no separators

    Short Format for Permissions

    Short Format	Permission
    R	Read
    E	Edit

Note:

You can upload one CSV file containing data for one permission set each time you import. Column values must appear in the following order and be separated by a comma (,). When importing, the header line is ignored.

The following table provides a brief example of values in a valid permission set import file.

Example of Values in a Valid Permission Set Import File

Type	Name	Permission
fferpcore.ObjectPermissionData	Account	RCU
fferpcore.FieldPermissionData	Account.Site	R
fferpcore.ObjectPermissionData	fferpcore_Company_c	RV
fferpcore.FieldPermissionData	fferpcore_Companyc.fferpcoreCity_c	R
fferpcore.FieldPermissionData	fferpcore_Companyc.fferpcoreCode_c	R

If you have manually created or edited a CSV file for import, we recommend that your CSV file contains a single row for each item to ensure that your permission set is created as you expect. If more than one row exists for the same field or object, the permission set only contains the permissions specified in the last row processed for the item.

For example, if you import the following file, the Account object permission in the resulting permission set would be Read.

Example When One Row Exists for the Same Field or Object

Type	Name	Permission
fferpcore.ObjectPermissionData	Account	RCU
fferpcore.FieldPermissionData	Account.Site	R
fferpcore.ObjectPermissionData	Account	R

To create a permission set from a CSV file:

1. From the Permission Workbench tab, click Import.
2. Click Upload Files.
3. Select the CSV file that contains the permission set you want to import from the file browser.
4. Enter a label for the new permission set.
5. Check and optionally update the API name, ensuring it is unique.
6. Click Import.

You can view the permission set you have created from the Permission Sets page in Setup. For more information about permission sets, see the Salesforce Help.