Salesforce Custom Permissions

Author

mirketa

March 1, 2021

Custom permissions let you define your own permissions for use in Salesforce. In Salesforce access is defined in many ways more generally in terms of profile, role, sharing roles, permission sets, etc for different entities like Objects, fields, tabs, vf pages, Records.

But for Custom processes and apps access cannot be defined by permission sets and profiles.

Custom permissions let you define access checks that can be assigned to users via permission sets or profiles, similar to how you assign user permissions and other access permissions.

Custom permissions can be used in

Validation Rules
Apex
Lightning
Components
In formula
fields(Automations like Workflow, Processbuilder, Flows field)

Points to Remember

Enable Custom Permissions in Profiles
Enable Custom Permissions in Permission Set
Define dependencies between your Custom Permissions
Assign Custom Permission to users

Creating Custom Permissions

Go to Setup
Quick find to filter to Custom Permission
Click New
Enter a Label & Name
Click Save

Enable Custom permissions at profile

1. Go to Profiles
2. Go to Enable Custom permissions

HOW to Query Custom Permissions in Apex

Use the CustomPermission object to determine users’ access to custom permissions.

Select Id, DeveloperName from CustomPermission where DeveloperName=’Demo permission’

Where to Use Custom Permissions

Let’s imagine a scenario where you want to control your Lightning component visibility if user have specific permission set.

Steps to Achieve:

1. Create a custom Permission (named as Demo Permission)
2. Add that custom Permission to permission set
3. Assign that permission to set to user
4. In Lightning Component visibility Filter go to

Permissions—> custom Permission—–> Demo Permission