Custom Permissions

The Custom Permissions tool in Crudspace.io allows administrators to create, view, and manage custom permissions in Salesforce. This feature provides a streamlined interface for controlling access to specific features or functionality through custom permissions.

Overview

Custom permissions in Salesforce enable you to define specific access controls that can be checked programmatically in formula fields, Visualforce pages, Apex code, and Lightning components. The Custom Permissions tool in Crudspace.io provides:

• A unified view of custom permissions across profiles and permission sets
• Bulk editing capabilities for custom permissions
• Easy creation and assignment of custom permissions
• Advanced filtering and search options

Accessing Custom Permissions

To access the Custom Permissions tool:

1. Log in to Crudspace.io
2. From the left sidebar, click on "Custom Perms"

Interface Components

Filter Panel

The left sidebar contains filters to help you focus on specific sets of custom permissions:

• Profiles Selector: Choose which profiles to include
• Permission Sets Selector: Choose which permission sets to include
• Custom Permissions Selector: Filter by specific custom permissions

Permissions Table

The main area displays a table of custom permissions with the following columns:

• Custom Permission Name: The name of the custom permission
• Parent Profile/Permission Set: The profile or permission set that contains this permission
• Enabled: Whether the custom permission is granted

Action Buttons

• New: Create new custom permission assignments
• Save: Save changes to modified permissions
• Delete: Remove selected permissions
• Refresh: Reload the current view

Working with Custom Permissions

Viewing Custom Permissions

1. Select the profiles and/or permission sets from the filter panel
2. Optionally, select specific custom permissions to filter the results
3. The table will display all matching custom permission assignments

Modifying Custom Permissions

1. Select the rows you want to modify in the table
2. Click the checkboxes in the Enabled column to grant or revoke permissions
3. Click "Save" to apply your changes to Salesforce

Creating New Custom Permission Assignments

1. Click the "New" button
2. In the "Create Custom Permission Assignments" dialog:
   • Select the target profiles or permission sets
   • Select the custom permissions to assign
   • Enable the permissions as needed
3. Click "Create" to add the new permission assignments

Deleting Custom Permission Assignments

1. Select the permissions you want to remove in the table
2. Click "Delete"
3. Confirm the deletion in the dialog
4. The permission assignments will be removed from Salesforce

Bulk Operations

The Custom Permissions tool supports bulk operations to efficiently manage permissions:

Bulk Assign

1. Click "New" to open the creation dialog
2. Select multiple profiles or permission sets
3. Select multiple custom permissions
4. Set the desired access level
5. Click "Create" to apply the permissions in bulk

Bulk Modify

1. Use the column headers to select all rows
2. Or use the checkboxes to select specific rows
3. Modify the Enabled status for all selected rows at once
4. Click "Save" to apply all changes

Advanced Features

Search and Filter

Use the search functionality to quickly find specific custom permissions:

1. Enter a search term in the Custom Permissions filter
2. The list will filter to show only matching custom permissions

Row Limit Management

Control how many rows are displayed at once to improve performance:

1. Use the row limit dropdown to select how many rows to display
2. Choose between 100, 500, 1000, or All rows

Use Cases for Custom Permissions

Custom permissions are valuable for many scenarios, including:

1. Feature Toggles: Enable or disable features for specific users
2. Beta Access: Control access to beta or pilot features
3. Progressive Rollout: Gradually roll out new functionality to users
4. License Management: Control access to custom-developed features
5. Permission Hierarchies: Create granular permission structures

Best Practices

• Naming Conventions: Use clear, descriptive names for custom permissions
• Documentation: Maintain documentation of which custom permissions control which features
• Minimize Redundancy: Avoid creating multiple custom permissions that control the same functionality
• Regular Audits: Periodically review custom permissions to ensure they align with your security requirements
• Testing: After making permission changes, test to ensure users can still access necessary features

Related Documentation

• Apex Permissions
• Visualforce Permissions
• Permission Sets & Groups