2026-02-01 · 8 min read
The Complete Guide to Salesforce Permission Management
Learn best practices for managing permissions in Salesforce, from profiles to permission sets to permission set groups.
Permission management in Salesforce can feel like navigating a maze. With profiles, permission sets, permission set groups, and field-level security all playing a role, it's easy to get lost. Here's how to stay in control.
The Permission Hierarchy
Understanding how Salesforce evaluates permissions is critical:
Permissions are always additive — you can grant access but never revoke it through permission sets.
Best Practices
Use Permission Sets Over Profiles
Salesforce recommends the "minimum access profile" approach:
- Create profiles with minimal permissions
- Use permission sets to grant specific access
- Group related permission sets into permission set groups
Name Conventions Matter
Use a consistent naming convention:
PS_Sales_ReadAccounts— Permission set for sales to read accountsPSG_SalesTeam— Permission set group for the sales team
Regular Audits
Review permissions quarterly to:
- Remove unused permission sets
- Identify over-provisioned users
- Check for permission drift between environments
How SFDC Police Helps
The Permission Builder in SFDC Police gives you a visual overview of your entire permission structure. You can:
- Compare any two permission sets side by side
- See effective permissions across all assignments
- Build new permission sets with drag-and-drop
- Deploy changes with transaction log rollback
Stop guessing about permissions. Start seeing them clearly.