How To Establish User Access Levels In Salesforce

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Here’s a quick overview of how to establish user access levels in Salesforce:

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1. Navigate to Setup using the gear icon in the upper-right corner.
2. Enter "Permission Sets" in the Quick Find search box and select it.
3. Click New to create a permission set.
4. Define your basic settings:
   
   • Create a descriptive Label (such as "Sales User Permissions")
   • Select a License type, or choose "None" for maximum flexibility
5. Locate the System Permissions section.
6. Configure permissions:
   
   • Enable specific actions like "Create Leads" or "Edit Opportunities"
   • Set access levels for objects, fields, and applications as needed
7. Click Save, after which you can assign the permission set to users.

Tip: Consider grouping related permissions together to create logical, role-based permission sets that are easy to maintain and assign.