Permission Sets

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Name Label Description
Knowledge_LSF_Permission_Set Knowledge LSF Permission Set Grants CRUD permission for Knowledge, as well as Knowledge user permissions.
OmniStudio_Guest_User OmniStudio Guest User
HomeHealthCustom Home Health Custom Configure Home Health features,schedule home healthcare services, and supervise care resources.
Field_Service_Mobile_License Field Service Mobile License
Field_Service_Resource_License Field Service Resource License
Field_Service_Mobile_Lightning_SDK Field Service Mobile Lightning SDK
MFGAnalytics_Admin_PSG MFGAnalytics_Admin_PSG
MFGAnalytics_User_PSG MFGAnalytics_User_PSG
LoyaltyAnalytics_Admin_PSG LoyaltyAnalytics_Admin_PSG
LoyaltyAnalytics_User_PSG LoyaltyAnalytics_User_PSG
FSL_Dispatcher_License Field Service Dispatcher License
FSL_Agent_License Field Service Agent License
FSL_Community_Dispatcher_License Field Service Community Dispatcher License
FSL_Admin_License Field Service Admin License
FSL_Bundle_License Field Service Bundle for Dispatcher License
MCG_Permission_Set MCG Permission Set
sfdc_c360a_sfdctrust_permSet Salesforce CDP Salesforce Connector Integration Allows access to Salesforce CDP Salesforce Connector functionality
sfdc_fieldservice Field Service Integration Permissions to access data needed for optimization, automatic scheduling, and service appointment bundling.
sfdc_a360 Customer 360 Data Platform Integration Allows access to enable Customer 360 Data Platform to properly function.
HealthCloudAdmin Health Cloud Admin
HealthCloudStandard Health Cloud Standard
FSL_Dispatcher_Permissions Field Service Dispatcher Permissions
FSL_Agent_Permissions Field Service Agent Permissions
FSL_Community_Self_Service_Permissions Field Service Self Service Permissions
FSL_Guest_User_Permissions Field Service Guest User Permissions
FSL_Community_Dispatcher_Permissions Field Service Community Dispatcher Permissions
FSL_Admin_Permissions Field Service Admin Permissions
FSL_Bundle_Permissions Field Service Bundle for Dispatcher Permissions
HealthCloudApexAuraAccess Aura-Enabled Apex Class Access for Health Cloud Grant users access to all Health Cloud Apex classes that contain Aura-enabled methods.
HealthCloudPermissionSetLicense Health Cloud Permission Set License Permission set for Health Cloud PSL (Permission Set License).
TestPermissionSet Test Permission Set
Guest_Referral_Permission_Set Guest Referral Permission Set
Referral_Management_Settings Referral Management Settings
HealthCloudApi Health Cloud Api Permission sets with create, read, edit permissions for all EHR Objects. Include view all as required for Master Account object. To be used for API Users accounts to sync from EHR Master data source(s)
HealthCloudWaveAdmin Einstein Analytics for Health Cloud Admin
HealthCloudWaveIntegration Einstein Analytics for Health Cloud Integration Give Analytics Cloud Integration User read permissions to access fields necessary for Einstein Analytics for Health Cloud to function properly.
HealthCloudLimited Health Cloud Limited
Provider_objects Provider objects
SalesforceScheduler SalesforceScheduler
New_Manage_Consent_Form New Manage Consent Form
Salesforce_Scheduler_Resource Salesforce Scheduler Resource
Survey_Permission_Set Survey Permission Set
AIAcceleratorPsl AI Accelerator User View the Einstein Predictions Using AI Accelerator and the AI Accelerator—Einstein Predictions & Recommendations scorecards.
ActionPlans Action Plans
ActionableSegmentation Actionable Segmentation Gives users access to objects and features for Actionable Segmentation.
ActionableSegmentationForHealthCloud Actionable Segmentation for Health Cloud Gives Health Cloud users access to Actionable Segmentation.
AnalyticsQueryService Query for Datapipelines User Use Query for Datapipelines.
AnalyticsStoreUser Data Pipelines Base User Use Data Pipelines Base.
ApexGuruStandardPermSet Salesforce Apex Guru Gives Apex Guru access to analyze code for anti patterns.
AssessmentEnvelope Assessment Envelope Provides access to Assessment Envelope objects and features.
AssessmentEnvelopeforCommunity Assessment Envelope for Community Users Give Community users access to Assessment Envelope objects.
BRECmtyRuntime Rule Engine Community Runtime Allows the user to access features for Business Rules Engine Community Runtime.
BREDesigner Rule Engine Designer Provides read and edit access to the calculate run time objects.
BRERuntime Rule Engine Runtime Provides read access to the calculate run time objects.
BehavioralHealthApp Health Cloud Behavioral Health App Give users access to the Behavioral Health App.
BenefitManagementPermissionSetLicense Program and Benefit Management Access Allows internal org users to access Program and Benefit Management objects and features.
C2CHeadlessCMSAccessPermSet Salesforce CMS Integration Admin Gives the admin data access and the permissions to integrate Salesforce CMS with any endpoint.
CDPAdmin Data Cloud Admin Allows access to Data Cloud Setup if the user is also a Salesforce admin and management of all standard Data Cloud functionality and data.
CDPDataAwareSpecialist (Legacy) Data Cloud Data Aware Specialist This Data Cloud permission set will be deprecated in Spring ‘24. Learn more at sfdc.co/datacloud_security
CDPMarketingManager (Legacy) Data Cloud Marketing Manager This Data Cloud permission set will be deprecated in Spring ‘24. Learn more at sfdc.co/datacloud_security
CDPMarketingSpecialist (Legacy) Data Cloud Marketing Specialist This Data Cloud permission set will be deprecated in Spring ‘24. Learn more at sfdc.co/datacloud_security
CLMAnalyticsAdmin Salesforce Contracts Analytics Admin Create and customize Salesforce Contracts Analytics apps.
CLMAnalyticsUser Salesforce Contracts Analytics User View Salesforce Contracts Analytics apps.
CRMUserPsl CRM User Denotes that the user is a Sales Cloud or Service Cloud user.
CarePlansPermissionSetLicense Care Plans Access Allows internal org users to access Care Plans objects and features.
ClinicalTrialCoordinator Clinical Trial Coordinator Lets users coordinate tasks of clinical trials.
ClinicalTrialGuest Clinical Trial Guest Lets Experience Cloud site guest users view and register for research studies.
ClinicalTrialManager Clinical Trial Manager Lets users design and run clinical trials.
ClinicalTrialParticipant Clinical Trial Participant Lets Experience Cloud site external users view and register for research studies.
ClinicalTrialSiteCoordrExprcCloud Clinical Trial Site Coordinator in Experience Cloud Partner Lets Experience Cloud site external users coordinate tasks on clinical trial sites.
CodeBuilderUserPsl Code Builder User Enables the user to create and access Code Builder environments.
ContactCenterforHealthCloud Contact Center for Health Cloud Let users access the Contact Center for Health Cloud to manage member requests.
ContactInspectionForPartnersPartnerCommunityLoginUser Contact Intelligence View for Partners (Partner Community Login license) Gives partner users access to Contact Intelligence View features.
ContactInspectionForPartnersPartnerCommunityUser Contact Intelligence View for Partners (Partner Community license) Gives partner users access to Contact Intelligence View features.
ContactTracingFoundation Contact Tracing Foundation Provides create, read, update, and delete access to the objects and features that are needed for Contact Tracing.
CrisisSuptCtrMgmtForExperienceCloud Crisis Support Center Management for Experience Cloud Enables the use of objects in the Crisis Support Center Management data model by Experience Cloud site users.
CriteriaBasedSearchAndFilterPsl Criteria-Based Search and Filter Configure a search experience based on searchable objects and multiple fieldsets.
CriteriaBasedSearchFilterExpCloudPsl Criteria-Based Search and Filter for Experience Cloud Allow Experience Cloud users to access the Criteria-Based Search and Filter component, and perform searches.
CustomerExperienceAnalyticsAdmin Customer Experience Analytics Admin Create and customize Customer Experience Analytics apps.
CustomerExperienceAnalyticsUser Customer Experience Analytics User View Customer Experience Analytics apps.
D360HomeOrgPermSet Data Cloud Home Org Integration User Allows integration user to access entities specific to Remote Data Cloud.
DataProcessingEngineUser Use Data Processing Engine Allow users to access the features of Data Processing Engine to transform data that’s available in your Salesforce org.
DeliveryEstimationServicePermSet DeliveryEstimationServicePermSet
DocGenDesigner DocGen Designer Allows users to create and edit document templates.
DocGenRuntime DocGen Runtime User Allows users to generate documents.
DocGenRuntimeCC DocGen Runtime Community User Allows users to generate documents in communities.
DocGenUser DocGen User Allows users to generate documents.
DocumentChecklist Document Checklist Allows the user to access the Document Checklist feature.
E360MessagingC2CPermSet E360 Messaging Integration User Allows integration user to access features specific to E360 Messaging.
ERMAnalyticsAdmin TCRM for Public Sector Admin Create and customize TCRM for Public Sector apps.
ERMAnalyticsUser TCRM for Public Sector User View TCRM for Public Sector apps.
EinsteinAgent Einstein Case Classification User Provides access to Einstein Case Classification feature.
EinsteinAnalyticsPlusAdmin CRM Analytics Plus Admin Access to all features enabled by CRM Analytics Plus license
EinsteinAnalyticsPlusUser CRM Analytics Plus User Access to read only features enabled by CRM Analytics Plus license
EmergencyResponseMgmt Emergency Response Management Allows the user to access Emergency Response Management Services Cloud features.
EventMonitoringWaveAdmin Event Monitoring Analytics Admin Create and customize Event Monitoring Analytics apps and data flows.
EventMonitoringWaveUser Event Monitoring Analytics User View Event Monitoring Analytics apps.
ExplainabilityServicePSL Decision Explainer Service Access Provides access to Decision Explainer Service features and objects
FSCComprehensive Financial Services Cloud Comprehensive Enables a permission set for the Financial Services Cloud Comprehensive license.
FSCInsurance FSC Insurance Enable FSC for Insurance
FieldServiceMobileStandardPermSet FieldServiceMobileStandardPermSet Give your mobile workforce access to the Field Service mobile app. Set them up with the right user license and permissions.
GenAIAssessmentQuestionsPsl Generative AI Assessment Questions Let users draft assessment questions from an uploaded document using Einstein Generative AI.
GenieAdmin Data Cloud Admin Allows access to Data Cloud Setup if the user is also a Salesforce admin and management of all standard Data Cloud functionality and data.
GenieMarketingAdmin Data Cloud Marketing Admin Allows access to Data Cloud Setup if the user is also a Salesforce admin, management of all standard Data Cloud functionality and data, and view access to segmentation and activation.
GenieMarketingDataAwareSpecialist (Legacy) Data Cloud for Marketing Data Aware Specialist This Data Cloud permission set will be deprecated in Spring ‘24. Learn more at sfdc.co/datacloud_security
GenieMarketingManager (Legacy) Data Cloud for Marketing Manager This Data Cloud permission set will be deprecated in Spring ‘24. Learn more at sfdc.co/datacloud_security
GenieMarketingSpecialist (Legacy) Data Cloud for Marketing Specialist This Data Cloud permission set will be deprecated in Spring ‘24. Learn more at sfdc.co/datacloud_security
GenieUser (Legacy) Data Cloud User This Data Cloud permission set will be deprecated in Spring ‘24. Learn more at sfdc.co/datacloud_security
HCAdvancedTherapyOrchestration Health Cloud Advanced Therapy Orchestration Provides access to Advanced Therapy Orchestration features.
HCAnalyticsAdmin HealthCare Analytics Admin Create and customize HealthCare Analytics apps.
HCAnalyticsUser HealthCare Analytics User View HealthCare Analytics apps.
HCBVforCommunity Benefit Verification for Experience Cloud Sites Enables the use of objects in the Benefit Verification data model by Experience Cloud site users.
HCChainOfCustodyUser Chain Of Custody User Provides access to Chain Of Custody Features.
HCCrisisSupportCenter Health Cloud Crisis Support Center Management App Give users access to the Crisis Support Center Management app to provide crisis support services to clients.
HCFHIRforCommunity FHIR R4 for Experience Cloud Sites Enables the use of objects in the Clinical data model by Experience Cloud site users.
HCSDforCommunity Social Determinants for Experience Cloud Sites Enables the use of objects in the Social Determinants data model by Experience Cloud site users.
HcHomeHealthCaregiverPsl Home Health Caregiver Perform homecare visits, complete tasks, and create visit reports.
HcHomeHealthClinicianPsl Home Health Clinician Perform home healthcare visits, complete tasks, access clinical data, and create visit reports.
HcHomeHealthPatientPsl Home Health Patient Provides view access to home healthcare visits.
HcIcmForExperienceCloudSites Integrated Care Management for Experience Cloud Sites Enables the use of objects in the Integrated Care Management data model by Experience cloud site users.
HcPnmForExperienceCloudSites Provider Network Management for Experience Cloud Sites Enables the use of Provider Network Management by Experience Cloud site users.
HealthCloudAppointmentManagement Health Cloud Appointment Management Provides access to Intelligent Appointment Management functionality for enterprise schedulers.
HealthCloudAppointmentSelfService Health Cloud Appointment Self-Service Extends access to selected Intelligent Appointment Management functionality for Experience site users.
HealthCloudFoundation Health Cloud Foundation Assigns read access to additional Health Cloud platform capabilities including the Provider Management data model.
HealthCloudMemberServices Health Cloud Member Services Grant read access to Health Insurance and Utilization Management records.
HealthCloudPRM Health Cloud Provider Relationship Management Provides create, read, edit, and delete access to the Health Cloud Provider Relationship Management objects and features.
HealthCloudProviderNetworkManagement Health Cloud Provider Network Management Provides create, read, update, and delete access to the Health Cloud Provider Network Management feature.
HealthCloudProviderSearch Health Cloud Provider Search Provides read access to the Health Cloud Provider Search objects and features.
HealthCloudProviderSearchDpe Health Cloud Provider Search Fields Access Provides read-only field level access to Health Cloud Provider Search fields used in the Data Processing Engine definition.
HealthCloudSocialDeterminants Health Cloud Social Determinants Grant read access to Health Cloud Social Determinants records.
HealthCloudStarter Health Cloud Starter Provides access to Health Cloud Starter features.
HealthCloudUtilizationManagement Health Cloud Utilization Management Grant read access the Health Insurance records and create, read, and update access to Utilization Management records.
HealthCloudVideoCalls Health Cloud Video Calls Provides access to Health Cloud video calls feature.
HealthCloudVideoCallsExperienceCloud Health Cloud Video Calls for Experience Cloud Provides access to Health Cloud video calls feature from an Experience Cloud site.
HealthGroupBenefitsUser Industries Group Benefits User Enables the use of Health Group Benefits features.
HealthRevenueIntelligenceAdmin Health Intelligence Admin Create and customize Health Revenue Intelligence apps.
HealthRevenueIntelligenceUser Health Intelligence User View Health Revenue Intelligence apps.
HighScaleFlowC2CPermSet C360 High Scale Flow Integration User Allows integration user to access features specific to C360 High Scale Flow.
IndustriesServiceExcellence Industry Service Excellence Gives the admin access to objects and features for Industry Service Excellence.
IndustriesVisit Industries Visit Enable Industries Visit features
InsuranceClaimMgmt Insurance Claims Management Allows users to access insurance claims management features.
IntelligentDocumentWorkspaceForCmtyUser Intelligent Document Workspace for Experience Cloud Users Gives Experience Cloud users access to the Intelligent Document Workspace objects.
IntelligentDocumentWorkspaceUser Intelligent Document Workspace User Enables the use of Intelligent Document Workspace entities.
LeadInspectionForPartnersPartnerCommunityLoginUser Lead Intelligence View for Partners (Partner Community Login license) Gives partner users access to Lead Intelligence View features.
LeadInspectionForPartnersPartnerCommunityUser Lead Intelligence View for Partners (Partner Community license) Gives partner users access to Lead Intelligence View features.
LightningSchedulerGreeterPermissionSet Salesforce Scheduler Greeter Let users manage drop-in customers and customers with scheduled appointments in the branch lobby.
LoyaltyAnalyticsAdmin Loyalty Analytics Admin Create and customize Loyalty Analytics apps.
LoyaltyAnalyticsUser Loyalty Analytics User View Loyalty Analytics apps.
ManageHomeHealthPsl Manage Home Health Configure Home Health features,schedule home healthcare services, and supervise care resources.
ManageMobilePublisherIntegrationPermSet Salesforce Mobile Publisher Admin Gives the data access and the permissions to integrate Mobile Publisher API endpoint.
ManagePharmacyBenefitsVerification Manage Pharmacy Benefits Verification Give users access to the Pharmacy Benefits Verification program and its features.
ManufacturingAccountForecastPsl Manufacturing Account Forecast Create accurate and holistic forecasts for your accounts.
ManufacturingAccountManagerTargetsPsl Manufacturing Account Manager Targets Grants access to all Manufacturing Account Manager features enabled by the Manufacturing Account Manager Targets permission set license.
ManufacturingAdvancedAccountForecastPsl Manufacturing Advanced Account Forecast Gives users access to the advanced account forecasting objects and features.
ManufacturingAnalyticsAdmin Manufacturing Analytics Admin Create and customize Manufacturing Analytics apps.
ManufacturingAnalyticsUser Manufacturing Analytics User View Manufacturing Analytics apps.
ManufacturingSalesAgreementsForCmtyPsl Manufacturing Sales Agreements For Community Collaborate with your partners on sales agreements using the Manufacturing community.
ManufacturingSalesAgreementsPsl Manufacturing Sales Agreements Track your planned and actual quantities and revenues with integrated sales using sales agreements.
MarketingCloudReportingC2CPermSet Marketing Cloud Reporting C2C Perm Allows MCR app to access data from core
MedMgmtForExperienceCloudSites Medication Management for Experience Cloud Sites Enables the use of objects in the Medication Management data model by Experience Cloud site users.
MedReconciliationForMedMgmnt Medication Reconciliation for Medication Management Perform medication reconciliation using Medication Management in Health Cloud.
MedTherapyReviewForMedMgmt Medication Therapy Review for Medication Management Lets users access Medication Therapy Review features to manage medication reviews.
MuleSoftPublishInvocableActionsC2CPermSet MuleSoftPublishInvocableActionsC2CPermSet
MultiStepScheduling Multi-Step Scheduling Provides access to Multi-Step Scheduling features.
OmniStudioAdmin OmniStudio Admin Allows admin users to configure OmniScripts, DataRaptors, Integration Procedures, and FlexCards. This permission set also provides calculation runtime access.
OmniStudioExecution OmniStudio User Allows users to execute OmniScripts, DataRaptors, Integration Procedures, and FlexCards. This permission set also provides calculation runtime access.
OmniStudioUser OmniStudio User Allows users to execute OmniScripts, DataRaptors, Integration Procedures, and FlexCards. This permission set also provides calculation runtime access.
PRMChannelManagerPermissionSet Channel Manager Gives channel managers access to the Channel Management Console app.
PRMForSlackPartnerCommunityLoginUser PRM for Slack Partner app User (Partner Community Login license) Gives the user with a Partner license access to the Partner Relationship Management for Slack app.
PRMForSlackPartnerCommunityUser PRM for Slack Partner app User (Partner Community license) Gives the user with a Partner license access to the Partner Relationship Management for Slack app.
PRMForSlackPartnerManagerPermSet PRM for Slack app Salesforce User Gives Partner Account Manager administrative access to the Partner Relationship Management for Slack app.
PipelineInspectionForPartnersPartnerCommunityLoginUser Pipeline Inspection for Partners (Partner Community Login license) Gives partner users access to Pipeline Inspection features.
PipelineInspectionForPartnersPartnerCommunityUser Pipeline Inspection for Partners (Partner Community license) Gives partner users access to Pipeline Inspection features.
ProductCatalogManagementAdministrator Product Catalog Management Designer Provides access to Product Catalog Management features and objects.
ProductCatalogManagementCCUser Product Catalog Management Customer Community User Provides customer community users read access to Product Catalog Management features and objects.
ProductCatalogManagementPCUser Product Catalog Management Partner Community User Provides partner community users read access to Product Catalog Management features and objects.
ProductCatalogManagementViewer Product Catalog Management Viewer Provides read access to Product Catalog Management features and objects.
SalesConsoleUser Salesforce Console User Enable Salesforce Console User
SalesEngagementBasicUser Sales Engagement Basic User Access basic sales automation and email productivity features, including Quick Cadences, automated email, email tracking, and insert availability..
SchedulingFacilityManagerPsl Facility Manager Lets users create, read, edit, and delete locations, sublocations, queued parties, and queues.
SchedulingLineAmbassadorPsl Queue Manager Lets users create, read, edit, and delete queued parties as well as read and update queues.
SeasIndexingPermSet SeaS Indexing C2C User Perm Allows the user to access entities indexed by SeaS indexing pipeline.
SegmentIntelligenceUser Segment Intelligence User View Segment Intelligence dashboard.
ServerSideDocGenC2CPermSet ServerSideDocGenC2CPermSet
ServiceUserPsl Service Cloud User Denotes that the user is a Service Cloud user.
SlackServiceUser Slack Service User Lets users run the flows for swarming with Service Cloud for Slack.
StandardEinsteinActivityCapturePsl Standard Einstein Activity Capture Access to Standard Einstein Activity Capture
SubscriptionManagementPsl Your Account App Admin User Manage your Salesforce subscriptions with the Your Account app.
SurveyCreator Survey Creator Lets a user create, edit, and delete Surveys.
TrustCardManagerPsl Trust Card Manager Lets users create, read, edit, and delete trust measures for their location's trust card. Also lets users preview and copy the trust card code snippet for their location.
UnifiedHealthScoring Unified Health Scoring Grants access to the Unified Health Scoring data model.
UtilMgmtForExperienceCloudSite Utilization Management for Experience Cloud Sites Enables the use of Utilization Management