salesforce_security_impl_guide

Securing and Sharing Data
Viewing and Editing Assigned Apps in Permission Sets
Viewing and Editing Assigned Apps in Permission Sets
Assigned app settings specify the apps that users can select in the Force.com app menu.
Unlike profiles, you can’t assign a default app in permission sets. You can only specify whether apps
are visible.
To assign apps:
1. From Setup, click Manage Users > Permission Sets.
2. Select a permission set, or create one.
3. On the permission set overview page, click Assigned Apps.
4. Click Edit.
5. To assign apps, select them from the Available Apps list and click Add. To remove apps from
the permission set, select them from the Enabled Apps list and click Remove.
6. Click Save.
Assigning Custom Record Types in Permission Sets
1. From Setup, click Manage Users > Permission Sets.
2. Select a permission set, or create one.
3. On the permission set overview page, click Object Settings, then click the object you want.
4. Click Edit.
5. Select the record types you want to assign to this permission set.
6. Click Save.
EDITIONS
Available in:
• Enterprise
• Performance
• Unlimited
• Developer
USER PERMISSIONS
To edit assigned app
settings:
• “Manage Profiles and
Permission Sets”
EDITIONS
Available in:
• Enterprise
• Performance
• Unlimited
• Developer
USER PERMISSIONS
To assign record types in
permission sets:
• “Manage Profiles and
Permission Sets”
Overview of Record Type Access
You can assign record types to users in their profile or permission sets, or a combination of both.
Record type assignment behaves differently in profiles and permission sets.
• A user’s default record type is specified in their profile. You can’t specify a default record type
in permission sets.
• You can assign the --Master-- record type in profiles, but not permission sets; only custom
record types can be assigned in permission sets. Depending on the record types assigned in
profiles:
– If users have --Master-- on their profile and no custom record types in their permission
sets, when they create a record, the Master record type is associated with the new record.
EDITIONS
Available in:
• Enterprise
• Performance
• Unlimited
• Developer
– If users have --Master-- on their profile and only one custom record type in their permission sets, when they create a
record, the new record is associated with the custom record type. Users won’t have the option to select the Master record type.
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