salesforce record type assignment permission set

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Feature impact.

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• About High-Volume Community or Site Users
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• Enable User Self-Deactivation
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• Enable User Access Policies
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• User Sharing Considerations
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• User Permissions
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• Standard Profiles
• Create and Edit Profile List Views
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• View a Profile's Assigned Users
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• How Is Record Type Access Specified?
• View and Edit Login Hours in Profiles
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• Edit Session Settings in Profiles
• App and System Settings in the Enhanced Profile User Interface
• Edit Object Permissions in Profiles
• Enable Custom Permissions in Profiles
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• Search in the Enhanced Profile User Interface
• Guidelines for Creating Permission Sets and Permission Set Groups
• Create Permission Sets
• Enable Object Permissions in Permission Sets
• Enable User Permissions in Permission Sets
• Set Field Permissions in Permission Sets and Profiles
• Set Field-Level Security for a Field on All Permission Sets
• Enable Custom Permissions in Permission Sets
• Tab Settings
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• App and System Settings in Permission Sets
• Assign Custom Record Types in Permission Sets
• View and Edit Assigned Apps in Permission Sets
• Manage Permission Set Assignments
• Types of Permission Sets
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• Create a Flow That Can Activate or Deactivate a Session-Based...
• View Permissions Enabled in a Permission Set or Permission Set Group
• See the Count of Permission Set Groups a Permission Set Is Added To
• Work with Permission Set Lists
• Search Permission Sets
• Report on Custom Permission Set and Permission Set Group Assignments
• Add Permission Sets to a Permission Set Group
• Remove Permission Sets from a Permission Set Group
• Assign Permission Set Groups to Users
• Mute a Permission in a Permission Set Group
• Permission Set Group Muting Dependencies
• Permission Set Group Status and Recalculation
• Permission Set Groups from Managed Packages
• Permission Set Groups Considerations
• Create Session-Based Permission Set Groups
• Allow Users to Activate or Deactivate a Session-Based Permission Set...
• Permission Set Groups and Combined Permissions View
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• Permission Assignment Expiration Considerations
• Create a Connected App for the Tooling API
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• Update the Callback URL in the Connected App
• Create a Named Credential for the Tooling API
• Create a Permission Set to Use the Named Credential
• Download the User Access and Permissions Assistant Package
• Assign the Helper App Access Permission Set
• Create a Permission Set with Required Permissions for the User...
• Set User Authentication for the Tooling API Credential
• Analyze User Permissions
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• Convert a Profile to a Permission Set
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• User Access and Permissions Assistant Considerations
• Built-in Sharing Behavior
• Manage Sharing Settings
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• Control Manual Sharing for User Records
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• Require Permission to View Record Names in Lookup Fields
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• Set Your Internal Organization-Wide Sharing Defaults
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• Create a User Role
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• Automatic Recalculation of Org-Wide Defaults and Sharing Rules
• Asynchronous Deletion of Obsolete Shares
• Object-Specific Share Locks
• Configure Account Relationship Data Sharing Rules
• Create an Account Relationship
• View Shared Account Records in Your Experience Cloud Site
• Create Reports for Account Relationships
• Considerations When Using Account Relationships and Data Sharing Rules
• Best Practices for Account Relationships
• Grant Access to Records with Manual Sharing in Lightning Experience
• Grant Access to Records with Manual Sharing in Salesforce Classic
• Manual Sharing Considerations
• Use Share Groups to Share Records Owned by High-Volume Experience...
• Considerations for the Convert External User Access Wizard
• Create and Edit Folders
• Moving Documents and Email Templates in Folders
• Create a Restriction Rule
• Restriction Rule Considerations
• Restriction Rule Example Scenarios
• Create a Flow That Applies a Scoping Rule
• Scoping Rule Considerations
• Scoping Rule Example Scenarios
• Additional Features that Control Data Access
• Who Can See What in Experience Cloud Sites
• Guest User Security Policies and Timelines
• Guest User Setup Checklist
• Secure Guest Users’ Sharing Settings and Record Access
• Review Guest User Object, Record, and Field Access for Sites
• Best Practices and Considerations When Configuring the Guest User...
• Best Practices and Considerations When Working with the Site Guest...
• Best Practices and Considerations for Using the Guest Record Default...
• Discover Which Records Are Available to Guest Users
• Reassign Records Owned by Guest Users
• Remove Guest Site Users from Queues and Public Groups
• Remove Records Shared Manually or via Apex Managed Sharing
• SEO Best Practices and Considerations for Guest Users
• Best Practices and Considerations for Page-Level Access in...
• Experience Builder Sites Search Best Practices and Considerations...
• Set Up Web-to-Case for Guest Users in an Experience Builder Site
• Chatter and Discussions Best Practices and Considerations for Guest...
• Files Best Practices and Considerations for Guest Users
• Test Guest User Access in Your Experience Cloud Site
• Troubleshoot Object and Record Access Issues
• Troubleshoot Field Access Issues
• Troubleshoot Feature Access Issues
• Additional Considerations for Troubleshooting Access Issues
• Example Queries for Troubleshooting Access Issues
• See Account Access from Manual Shares or Account Teams with Reports
• Viewing Which Users Have Access to Your Records in Lightning...
• Viewing Which Users Have Access to Your Records in Salesforce Classic

Manage Users and Data Access

One of the most important administrative tasks is setting up and keeping your users up to date with the permissions and access that they require to perform their everyday tasks. Salesforce provides a variety of features and tools so that you can customize your data access setup for internal and external users.

Required Editions

• Manage Users In Salesforce, each user is uniquely identified with a username, password, and profile. You can have internal users, such as employees, who log in to Salesforce. You can also have external users who log in to Experience Cloud sites and guest users who don’t have login credentials.
• Control Who Sees What Salesforce data sharing lets you expose specific data sets to individuals and groups of users. Permission sets, permission set groups, and profiles provide object-level and field-level security by controlling access. Record-level sharing settings, user roles, and sharing rules control the individual records that users can view and edit.
• Set Up Your Users’ Object, User, and Field Permissions Salesforce provides a flexible, layered data sharing design so admins can control user access to data. Use profiles to configure default settings and layouts, then use permission sets and permission set groups to grant object, user, and field permissions. Salesforce also provides tools to automate, migrate, or report on your users’ permission assignments.
• Set Up Record Access for Your Users As part of your data management setup, configure the access that your users have to records that they don’t own through organization-wide defaults, the role hierarchy, sharing rules, manual sharing, and other features. Sharing settings respect the object permissions that you configure for your users using permission sets.
• Additional Features that Control Data Access Salesforce offers many optional features that allow you additional control over what data your users can access. As you decide which features to configure for your Salesforce org’s data access strategy, review these features and their applications.
• Who Can See What in Experience Cloud Sites Experience Cloud sites contain different user types who require varying levels of access. What users can see in a site depends on their user type and which tabs the administrator selects when creating the site. This topic offers a set of tables that describes what users with different access levels can see and do with different site features.
• Securely Share Your Experience Cloud Sites with Guest Users Experience Cloud sites help you connect with customers and partners. When building your site, you can use various settings and permissions to protect your data and your customers’ data, and publicly share the site with guest users. Keeping your data secure is a joint effort between you and Salesforce.
• Troubleshooting User Access Issues and Insufficient Privileges Errors Review this guidance if you or one of your users is experiencing insufficient or unexpected access for an object, record, field, or feature in Salesforce.

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SimplySfdc.com

Saturday, november 18, 2017, enable record type with permission set.

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Salesforce Hacker

23 september 2013, master record types with permission sets.

• Only Master [default on profile and no permission sets] - the user will skip the jump screen and the Master (null) record type will automatically be set on the newly created record
• Master defaulted on the profile + only 1 custom record type on a permission set - the user will skip the jump screen and the custom record type will automatically be set on the newly created record
• Master defaulted on the profile + > 1 custom record type on one or more permission sets -  the user will get the jump screen every time in order to choose which custom record type they want to assign to the record they are creating

4 comments:

What would be the method for setting a default record type when that profile has access to more than one record type? Basically, it's possible in the personal settings, but those are not easily updateable by the admin (have to log in as each user). In the instance of having two different case types, L1 and L2, you would want the L1 team to have their record type default to the L1 type, but still have the ability to transfer to L2 as well as still see the L2 case. Are they basically stuck having to go through the jump screen?

Hi Patrick, not entirely sure what you're trying to accomplish in this use case. You can have only one default which is the exclusive domain of the profile. Permission sets are only designed to layer non-default record types for a given user. Can you tell me more about your use case? Thanks!

Apologies--I missed this response. We have a team that only ever originates one kind of record type for an object. They are a Level 1 team that is on the phone and need to quickly just click "new" and not have to choose from the dropdown--because 100% of the time they will be choosing Record Type A. They never create records of type B. However, they need to be able to convert Type A into Type B and also still be engaged with that record to close it out. So they need access to both record types at the profile level, but want the default when creating to bypass the jump screen and always be Record Type A. Now, they can set this under My Personal Information-->Record Type Selection (or in the new interface My Settings-->Display & Layout-->Set Default Record Types). They will essentially bypass the jump screen while still having permissions to both record types. However, the only way to do this is to have the users go in and set that setting on their own (or login as each of them and do it for them--with a few hundred users, that won't fly). From what I've seen there's no way to mass set that personal setting, nor is there a corresponding profile or permission set level permission that allows this function.

Hi Patrick, Unfortunately, the default behavior has been that way since a couple years before my time. AFAIK, there's no way to change the behavior in a programmatic fashion.

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InfallibleTechie

Record type assigned via permission set not working in salesforce.

Default Record Types:

A user’s default record type is specified in the user’s profile. Users can view their default record type and edit record type selection in personal settings. You can’t specify a default record type in permission sets.

Master Record Types: In Profiles: You can assign the master record type in profiles, but you can’t include custom record types in the profile. In Permission Sets:You can assign only custom record types in permission sets, not master record types.

Reference Article – https://help.salesforce.com/s/articleView?id=sf.permissions_record_type_access.htm&type=5 . 

Record Types:

Permission Set: 

Execute the below code in Anonymous Window.

insert new Contact( LastName = ‘Testing’ );

Record Type is Master since the Default as per profile is Master record type.

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