Permission Set Groups: Group Permission Sets Based on User Roles for Easier Assignment (Beta)

Assign users a single permission set group instead of multiple permission sets. Permission set groups combine selected permission sets to provide all the permissions that users need for their roles. Remove individual permissions from a group with the muting permission set feature to ensure that permissions do not exceed user roles. Permission set groups were introduced as a pilot feature in the Salesforce Spring ‘19 release. This beta release includes a new user interface for creating and managing permission set groups.

Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions.

Note

Note

As a beta feature, permission set groups are a preview and aren’t part of the “Services” under your master subscription agreement with Salesforce. Use this feature at your sole discretion, and make your purchase decisions only on the basis of generally available products and features. Salesforce doesn’t guarantee general availability of this feature within any particular time frame or at all, and we can discontinue it at any time. This feature is for evaluation purposes only, not for production use. It’s offered as is and isn’t supported, and Salesforce has no liability for any harm or damage arising out of or in connection with it. All restrictions, Salesforce reservation of rights, obligations concerning the Services, and terms for related Non-Salesforce Applications and Content apply equally to your use of this feature.

Why: Suppose that you have employees in your sales department who work with Sales Cloud Analytics templates and apps. They also create, edit, and delete surveys and read, create, edit, and delete accounts. You have three permission sets that contain the permissions needed: Sales Cloud Einstein, Survey Creator, and a permission set based on the Standard User Profile. You assign each permission set separately to your users.
A diagram where  several permission sets are assigned to a user.
But with a permission set group, you can combine the permission sets and assign the group to the sales employees. The new Sales Staff Users permission set group contains the combined permissions of all the permission sets that you include.
A diagram where one permission set group is assigned to a user.

How: From Setup, choose Permission Set Groups to view your permission set groups and create groups.

Permission set groups setup page

On the Permission Set Group detail page, assign the permission set group to users (1). Select the permission sets to include in the permission set group (2), and choose which permissions to mute (3). View the combined permissions in a group (4).