In Salesforce, permission sets are used to grant additional permissions to users beyond their assigned profiles. Permission sets allow administrators to grant permissions to individual users or groups of users without having to change their profiles.
Expiring permission sets in Salesforce are permission sets that have a defined expiration date. This means that the permission set will automatically be removed from the user’s profile on the specified date, and the user’s permissions will revert to their original settings.
Expiring permission sets are useful in situations where temporary access is needed for a specific task or project. For example, if a user needs access to a particular feature or data for a limited time, an expiring permission set can be created and assigned to the user. Once the project is complete, the permission set will automatically expire, and the user’s access will be revoked.
Another use case for expiring permission sets is compliance and security. Expired permission sets can be used to ensure that users do not retain access to sensitive data or functions beyond the period necessary to complete their work. This can help organizations comply with regulations and best practices around data access and protection.
Youtube Video
One thing to note before we get too far into this blog post, we have a youtube video on how to set up permission set expirations in salesforce.
I will link it down below if you choose to watch it!
Step by Step Tutorial
First, you will need to get to the setup portion of salesforce.
To do this click on the gear icon in the top right corner and click setup.
From setup, search for permission sets in the quick find and double-click.
Now this will take us to where you can create a new permission set.
We will be creating a new permission set for this tutorial. However, to do expiring permission sets for an existing permission set click assign and scroll to that part of the tutorial.
Next, I will be setting up the metadata for the new permission set.
The label is sales manager permissions.
When completed with this section, click save.
From save, you can add any new permissions.
Then select manage assignment.
Next select add assignment.
Then add the user or users you wish to include on this expiring permission set.
Finally, you can select a specific expiration date for your assigned users.
There are a few options for expiration choose whichever one is best for your use case!
Select save and you have successfully assigned and created your very own expiring permission set!
Conclusion
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