Salesforce Security Guide

Salesforce Security Guide
Salesforce Security Basics
Authenticate Users
Give Users Access to Data
Control Who Sees What
User Permissions
Object Permissions
Custom Permissions
Profiles
Configure Default Settings in Profiles
Edit Multiple Profiles with Profile List Views
Create or Clone Profiles
View a Profile's Assigned Users
View and Edit Tab Settings in Permission Sets
Enable Custom Permissions in Profiles
Create a User Role
Share Objects and Fields
Strengthen Your Data's Security with Shield Platform Encryption
Audit and Monitor Your Organization’s Security
Real-Time Event Monitoring
Security Guidelines for Apex and Visualforce Development
API End-of-Life Policy
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Enable Custom Permissions in Profiles

Custom permissions give you a way to provide access to custom processes or apps. After you’ve created a custom permission and associated it with a process or app, you can enable the permission in profiles.
Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions

In Group and Professional Edition organizations, you can’t create or edit custom permissions, but you can install them as part of a managed package.

User Permissions Needed
To enable custom permissions in profiles: Manage Profiles and Permission Sets

We strongly recommend that you use permission sets and permission set groups instead of profiles to manage your users’ custom permissions. Because you can reuse smaller permission set building blocks, you can avoid creating dozens or even hundreds of profiles for each user and job function. For more information, see Permissions Sets in Salesforce Help.

  1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
  2. Select a profile.
  3. Depending on which user interface you’re using, do one of the following.
    • In the enhanced profile user interface, click Custom Permissions, and then click Edit.
    • In the original profile user interface, in the Enabled Custom Permissions related list, click Edit.
  4. To enable custom permissions, select them from the Available Custom Permissions list and click Add. To remove custom permissions from the profile, select them from the Enabled Custom Permissions list and click Remove.
  5. Click Save.