How to Create a Permission Set in Salesforce

Quick summary

A Salesforce Permission Set lets admins grant specific users access to features and data without changing their profile. This demo walks through every step to create, configure, and save a new Permission Set from Salesforce Setup.

Steps

1. Go to Setup in the top right corner of Salesforce.
2. In the Quick Find box, enter "Permission Sets" and select it from the results.
3. Create a new set by clicking New.
4. In the Label field, give your Permission Set a clear name (e.g., "Sales User Permissions").
5. Review the label and confirm the name is descriptive before proceeding.
6. Scroll down to find System Permissions on the Permission Set detail page.
7. Click on System Permissions to open the permissions list.
8. Select the specific permissions users with this set will have (e.g., "Create Leads," "Edit Opportunities").
9. Click Save to create the Permission Set, then assign it to the appropriate users.