Muting Permission Sets

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Muting Permission Sets

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.

Setup Menu

Then in the left panel, search for “Permission Sets” in the Quick Find search box.

Search Permission Sets

Click on Permission Sets in the left panel, and select the “Contact Delete Permission” Permission Set that we previously created.

Contact Delete Permission

Under the Apps Section of the Permission Set, select Object Settings, and then select the Contact Object from the objects list.

Select Contact Object

Here, you will see the Create, Read, Edit and Delete (CRED) permissions on the Contact Object in the “Contact Delete Permission” Permission Set.

CRED Permissions on Contact Object

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.

New Contact Permission Group

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.

Add 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.

Add Contact Delete Permission Set to Group

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.

Back to Permission Set Group

 

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.

Muting Permission Set in Group

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.”

Contact Permission Group Muted

Click Save.

Now, click on the name of the Muting Permission Set to open it. Then click Object Settings.

Muting Permission Set 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.

Mute Delete

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.

Permission Set Group Manage Assignments

Permission Set Group Add Assignments

Select the user you want to assign the Permission Set Group to and then click Done.

Permission Set Group Select User

 

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

Cover Photo by Kari Shea on Unsplash

 

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