---
schema_version: "1"
id: b82139f97ea808bd5d9670918ca78ec1bf494205f885bdff49c0d0ad84a4c52e
title: Create Permission Sets
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/perm_sets_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.perm_sets_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2b6e3f1c45716066a645d80d4ef8b588fb2ba187ffe6f52e90076e91e48c177d
description: Create permission sets that contain the permissions necessary for your users to complete a specific job or task.
products:
  - Security
  - Salesforce Platform
release: "264"
---
# Create Permission Sets

Create permission sets that contain the permissions necessary for your users to complete a specific job or task.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Essentials</strong>, <strong>Contact Manager</strong>, <strong>Professional</strong>, <strong>Group</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, <strong>Developer</strong>, and <strong>Database.com</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d49504e86">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d49504e86 ">To create permission sets:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d49504e86 ">Manage Profiles and Permission Sets</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d49504e86 ">To assign permission sets:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d49504e86 ">Assign Permission Sets</td>

          </tr>
        </tbody>
      </table>

You can clone a permission set or create one. A cloned permission set starts with the same licenses and enabled permissions as the original one. A new permission set starts with no licenses selected and no permissions enabled.

To grant a user a permission via a permission set or permission set group, the user must have a user license or permission set license that supports the permission.

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-access-264-0-0-production-enus/a92be132-3cbc-412a-9262-130636120c14/images/icon_tip.png)

Tip If your org has many permission sets, using permission set groups can help improve performance.

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-access-264-0-0-production-enus/a92be132-3cbc-412a-9262-130636120c14/images/icon_tip.png)

Tip Instead of completing this task manually, get help from Setup with Agentforce. For example, tell the Setup agent, “Create a permission set named ‘Report Management’ with a description of ‘Enables user to make report changes.’” For more information, see [User Access Management in Setup with Agentforce](https://help.salesforce.com/s/articleView?id=xcloud.setup_agentforce_user_access.htm&language=en_US).

1. From Setup, in the Quick Find box, enter Permission Sets, and then select **Permission Sets**.
2. Click **New**.
3. Enter your permission set information.
4. Select the types of users for the permission set. Select a specific user or permission set license. Or, if users with different licenses are assigned the permission set, select **None**. If the permission set is associated with a specific license, it can only include the permission and settings entitled by that license.
    
    When creating a permission set for a specific permission set license, refer to that feature’s documentation. For example, to create a permission set for the Identity Connect permission set license, use these steps along with the Identity Connect documentation.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-access-264-0-0-production-enus/a92be132-3cbc-412a-9262-130636120c14/images/icon_note.png)
    
    Note If you select **None**, to assign users to the permission set, the users must still be entitled to its included permissions via their user license or separately assigned permission set licenses.
5. Add the required permissions and settings to the permission set. For more information, see [Configure Permissions and Access in Permission Sets](https://help.salesforce.com/s/articleView?id=platform.perm_sets_permissions_access.htm&release=264.0.0&type=5 "Configure object, field, and user permissions as well as other access and feature settings in permission sets.") in Salesforce Help.

![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-access-264-0-0-production-enus/a92be132-3cbc-412a-9262-130636120c14/images/icon_example.png)

Example

You have several Sales Users who are currently allowed to read, create, and edit leads. But you need some users to also delete and transfer leads. You create a permission set for this specific task. Under Object Settings, select Leads and enable delete. Under App Permissions, find and enable the Transfer Leads permission. Assign the permission set to users who need these permissions.

#### See Also

- [Guidelines for Creating Permission Sets and Permission Set Groups](https://help.salesforce.com/s/articleView?id=platform.perm_sets_best_practices.htm&release=264.0.0&type=5 "Review these recommendations on setting up your permission sets and permission set groups.")
- [Permission Sets](https://help.salesforce.com/s/articleView?id=platform.perm_sets_overview.htm&release=264.0.0&type=5 "A permission set is a collection of settings and permissions that give users access to various tools and functions. Permission sets extend users’ functional access without changing their profiles and are the recommended way to manage your users’ permissions.")
- [Create a Permission Set Associated with a Permission Set License](https://help.salesforce.com/s/articleView?id=platform.users_permissionset_licenses_and_perm_sets.htm&release=264.0.0&type=5 "For users to access license functionality, they must both be assigned the permission set license and a permission set containing the feature permissions.")
- [Licenses Overview](https://help.salesforce.com/s/articleView?id=platform.users_licenses_overview.htm&release=264.0.0&type=5 "To enable specific Salesforce functionality for your users, you must choose one user license for each user. To enable more functionality, you can assign permission set licenses and feature licenses to your users or purchase usage-based entitlements for your organization.")
- [Permission Set Groups](https://help.salesforce.com/s/articleView?id=platform.perm_set_groups.htm&release=264.0.0&type=5 "A permission set group streamlines permissions assignment and management. Use a permission set group to bundle permission sets together based on user job personas or roles. Permission set groups make managing access easier when you're maintaining multiple personas with overlapping permissions.")
- [Manage Permissions in the Permission Set and Permission Set Group Access Summaries](https://help.salesforce.com/s/articleView?id=platform.perm_sets_summary_page.htm&release=264.0.0&type=5 "To help you manage your users’ permissions, you can see and update all object, user, field, and custom permissions that are enabled for a permission set or permission set group in its summary page. You can also manage which permission set groups the permission set is included in and vice versa.")