SObject Permissions

Manage Salesforce object permissions with Crudspace.io

SObject Permissions

The SObject Permissions tool allows you to manage create, read, update, and delete (CRUD) permissions for standard and custom objects in Salesforce. This feature streamlines the process of managing object-level permissions across profiles and permission sets.

Overview

Managing object permissions in Salesforce can be complex, especially when dealing with multiple profiles and permission sets. The SObject Permissions tool provides a unified interface to:

  • View existing object permissions across multiple profiles or permission sets
  • Modify object permissions in bulk
  • Create new object permissions
  • Delete unnecessary object permissions

Getting Started with SObject Permissions

To access the SObject Permissions tool:

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

Interface Components

The SObject Permissions interface is divided into several sections:

Filter Panel

The left side of the interface contains filters to help you narrow down the object permissions you want to view or modify:

  • Profiles Selector: Choose which profiles to include
  • Permission Sets Selector: Choose which permission sets to include
  • Objects Selector: Filter by specific Salesforce objects

Permissions Data Table

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

  • Object Name: The name of the Salesforce object
  • Parent Profile/Permission Set: The profile or permission set that contains these permissions
  • View All: Whether "View All" permission is granted
  • Modify All: Whether "Modify All" permission is granted
  • Create: Whether "Create" permission is granted
  • Read: Whether "Read" permission is granted
  • Edit: Whether "Edit" permission is granted
  • Delete: Whether "Delete" permission is granted

Action Buttons

Above the table, you'll find action buttons:

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

Common Tasks

Viewing Object Permissions

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

Modifying Object Permissions

  1. Select the rows you want to modify in the table
  2. Click the checkboxes in the CRUD columns to enable or disable specific permissions
  3. Click "Save" to apply your changes to Salesforce

Creating New Object Permissions

  1. Click the "New" button
  2. In the "Create Object Permissions" dialog:
    • Select the target profiles or permission sets
    • Select the objects to add permissions for
    • Set the desired CRUD permissions
  3. Click "Create" to add the new permissions

Deleting Object Permissions

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

Best Practices

  • Review Before Saving: Always review your changes before saving to avoid unintended permission changes
  • Use Filters: Utilize the filter options to focus on specific profiles, permission sets, or objects
  • Batch Changes: Make changes in batches by object type or profile to keep track of your modifications
  • Regular Audits: Periodically review object permissions to ensure they align with your security model

Related Documentation

InstallationField Permissions