If you want to mute a single permission or more than one permission for a Permission Set Group, you can use the Muting Permission Set functionality in Salesforce.
Let’s say we have multiple permissions in a Permission Set Group and we do not want 1 or more specific permissions to be applied in the Group. This is an example of when we’d want to use Muting Permission Sets in Salesforce.
Review the Original Permission Set
Let’s say we have created a Permission Set for the Contact Object with Create, Read, Edit and Delete (CRED) permissions. The Permission Set name is “Contact Delete Permission.”
To locate and review the Permission Set, click on the gear icon in the top, right corner, and click the Setup gear.
Then in the left panel, search for “Permission Sets” in the Quick Find search box.
Click on Permission Sets in the left panel, and select the “Contact Delete Permission” Permission Set that we previously created.
Under the Apps Section of the Permission Set, select Object Settings, and then select the Contact Object from the objects list.
Here, you will see the Create, Read, Edit and Delete (CRED) permissions on the Contact Object in the “Contact Delete Permission” Permission Set.
Now, let’s say we want to mute the Delete permission from our Permission Set. First, we must create a Permission Set Group and add our “Contact Delete Permission” to it.
Create a Permission Set Group and Add the Original Permission Set
In the left panel, search for “Permission Set Groups” and click on it.
We will then click on “New Permission Set Group” in the far right corner, define the Label name as “Contact Permission Group,” tab out of the field to have Salesforce auto-populate the API Name, and click Save.
Click on the name of the new Permission Set Group to open it.
Once opened, in the Permission Sets section in the middle of the screen, you will see “Permission Sets in Group” – click on it.
Then, click on the Add Permission Set button to add the “Contact Delete Permission” Permission Set.
Now, check the box in front of the Permission Set we want to add to the Permission Set Group, and then click the Add button at the top of the list of available Permission Sets.
Then, click Done.
Now navigate back to the Permission Set Group by clicking on “ « Back to: Permission Set Groups” at the top of the screen.
Create a Muting Permission Set
In the Permission Sets section in the middle of the screen, you will see “Muting Permission Set in Group” – click on it.
Then, click on the New button to create a new Muting Permission Set. You will see that the Muting Permission Set will automatically be named in reference to the Permission Set Group – “Contact Permission Group Muted.”
Click Save.
Now, click on the name of the Muting Permission Set to open it. Then click Object Settings.
Select the Contacts Object.
Now, under the Object Permissions section, you will see a new column – Muted.
Click the Edit button at the top of the screen and check the box next to the Delete permission in the Mute column to mute it.
Notice that the Modify All permission is automatically muted as well, and then click Save.
This is how we create a Muting Permission Set!
Assign Permission Set Group to a User
Finally, we will assign the Permission Set Group to a user the same way we would assign a typical Permission Set.
At the top of the screen, click “Back to: Permission Set Groups.”
Click Manage Assignments and then Add Assignments.
Select the user you want to assign the Permission Set Group to and then click Done.
Now the entire Permission Set Group, including the Muting Permission Set, is assigned to the user!
Learn more about Permission Sets with the additional resources below and the related post, “Permission Sets.”
Additional Resources
- Salesforce Help: Muting Permission Set
- Salesforce Help: Permission Set Group Muting Dependencies
- Trailhead in Salesforce: Permission Set Groups Module
Cover Photo by Kari Shea on Unsplash