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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:

  • Profile — The baseline. Every user has exactly one profile.
  • Permission Sets — Additive layers on top of the profile.
  • Permission Set Groups — Bundles of permission sets for easier management.
  • 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 accounts
    • PSG_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.