How to Create a Permission Set in Salesforce

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Permission sets control user access to specific features and data in Salesforce. Here's how to create one:

1. Go to Setup in the top right corner.
2. In the Quick Find box, enter "Permission Sets" and select it.
3. Create a new set by clicking on New.
4. Configure the Set:
   • Label: Give your permission to set a clear name (e.g., "Sales User Permissions").
   • License: Choose a specific user license or leave it as "None" for broader applicability.
5. Scroll down to find System Permissions.
6. Under System Permissions, select the specific permissions users with this set will have (e.g., "Create Leads," "Edit Opportunities").
   • You can also grant access to objects, fields, apps, and more.
7. Click Save to create the permission set. Then, you can assign it to users.