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Create a Custom Permission Set

A Salesforce org that has Business Rules Engine comes with a Rule Engine Designer permission set. If you want to create custom permission sets, clone and then modify the Rule Engine Designer permission set. For example, you can create a read-only permission set for users to only view and run but not create, edit, or delete expression sets.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions for clouds that have Business Rules Engine enabled
User Permissions Needed
To clone Rules Engine Designer permission set: Manage Profiles and Permission Sets and Rule Engine Designer
To assign permission sets to users: Assign Permission Sets
  1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
  2. In the list of permission sets, click Clone next to the Rules Engine Designer permission set.
  3. Enter a label, such as Engine Business User, for the cloned permissions set.
    The API name autopopulates.
  4. Save your work.
  5. Select the new permission set.
  6. Change the permissions for these objects so that the objects are read only:
    • Expression Set
    • Expression Set Version
    • Decision Matrix
    • Decision Matrix Version
    • Decision Matrix Row
    • Decision Matrix Column
    • Decision Matrix Column Range
    1. Under Apps, click Object Settings.
    2. Select an object whose permissions you want to modify.
    3. Click Edit.
    4. Deselect the permissions, except the read permission.

      Object permission selection

    5. Save your changes.
      The selected permissions are applied for the object.

After you create the permission set, assign the set to relevant users.