Salesforce - How to Create a Permission Set in Salesforce
- George Apostolov
Salesforce - How to Create a Permission Set in Salesforce: step-by-step guide
Go to Setup in the top right corner.
In the Quick Find box, enter "Permission Sets" and select it.
Create a new set by clicking on New.
Label: Give your permission to set a clear name (e.g., "Sales User Permissions").
Label: Give your permission to set a clear name (e.g., "Sales User Permissions").
Scroll down to find System Permissions.
Click on System Permissions.
Select the specific permissions users with this set will have (e.g., "Create Leads," "Edit Opportunities").
Click Save to create the permission set. Then, you can assign it to users.
Quick answer: To create a permission set in Salesforce, go to Setup, find and select Permission Sets, click New, and enter a label. Next, scroll to and select System Permissions, choose the desired user permissions, and click Save to finish creating the permission set.
About this Salesforce tutorial
Configure user access in Salesforce by building a new permission set and assigning specific system permissions. This guide covers salesforce - How to Create a Permission Set in Salesforce in 9 steps, starting with "Go to Setup in the top right corner" and finishing with "Click Save to create the permission set. Then, you can assign it to users". The interactive demo above is a click-through copy of the real Salesforce interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does salesforce - How to Create a Permission Set in Salesforce take?
9 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Salesforce data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Salesforce. Related guides: Salesforce - Create a Quote, Salesforce - How to Create a Related List in Salesforce and Salesforce - Create reports. Last reviewed 05 Oct 2026.
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