03 · Users, profiles and permission sets
Video lesson
25m
1 min read
Watch a new user go from created to correctly permissioned — the modern way, with one baseline profile and permission sets on top.
One profile, many permission sets
Salesforce is retiring profile-based permissions for a reason. Give everyone a minimum-access profile and grant everything else through permission sets — additive, auditable, and stackable.
The login-as trick
Nothing debugs a permission problem faster than logging in as the user. Enable it in your Developer Edition and see exactly what they see.
Practice in your org
- Open your Developer Edition org and follow along step by step
- Change one thing at a time and note what happens
- When something breaks, read the error before searching for it