Create a Permission Set for Your App

In this exercise, you will…

  • Create a “Travel Expenses User” permission set
  • Set object and application perms on the “Travel Expenses User” permission set
  • Assign the “Travel Expenses User” permission set to the admin user

Create a “Travel Expenses User” permission set

Step 1 of 2: Use Setup to create a new permission set

  1. From Setup, click the Home tab.
  2. Type “perm” into the Quick Find search box.
  3. Click the Permission Sets menu item.
  4. Click the New button at the top of the list of Permission Sets.

Step 2 of 2: Enter permission set information

  1. Set the Label to Travel Expenses User.
  2. Set the API Name to Travel_Expenses_User.
  3. Set the License to Salesforce.
  4. Click Save to continue.

Set object and application perms on the “Travel Expenses User” permission set

Step 1 of 6: Open object settings page for “Travel Expenses”

  1. Make sure you’re onside of the setup page for the Travel Expenses User permission set.
  2. Type “travel” into the search box.
  3. Click the Travel Expenses menu item.

Step 2 of 6: Edit object settings for “Travel Expenses

  1. Make sure you’re in the Travel Expenses object settings.
  2. Click the Edit button.

Step 3 of 6: Specify tab settings, object permissions, and field permissions for “Travel Expenses”

  1. Make sure that Tab Settings Available and Visible are set.
  2. Make sure all Object Perms are set, except “Modify All”.
  3. Check all possible Field Permissions.
  4. Click Save to continue.

Step 4 of 6: Open the “Assigned Apps” settings page

  1. Type “app” into the search box.
  2. Click the Assigned Apps menu item.

Step 5 of 6: Edit the “Assigned Apps” settings

  1. Make sure you’re in the Assigned Apps setup page.
  2. Click the Edit button.

Step 6 of 6: Specify your “Travel Expenses” app as an “Enabled App”

  1. Find the **Travel Expenses app in the list of Available apps and move it over to Enabled Apps.
  2. Click Save to continue.

Assign the “Travel Expenses User” permission set to the admin user

Step 1 of 4: Click the “Manage Assignments” button on the “Travel Expenses User” permission set

  1. Click on the Manage Assignments button.

Step 2 of 4: Click the “Add Assignments” button

  1. Click the Add Assignments button.

Step 3 of 4: Mark the Admin User (UUser) for assignment of this permission set

  1. Check the box next to the “User, User” user (that’s your admin user in this scratch org).
  2. Click the Assign button.

After assigning the permission set, your screen should look something like this:

  1. Make sure the permset was assigned with a message of Success.

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