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English
  • Customer 360 for Salesforce Winter 2022
  • All Products

Table of Contents

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  1. Preface
  2. Installing Cloud MDM - Customer 360 for Salesforce
  3. Upgrading Cloud MDM - Customer 360 for Salesforce
  4. Assigning Permissions
  5. Configuring Page Layout
  6. Appendix A: Glossary

Setup Guide

Setup Guide

Back Next

Assigning Permission Sets to Users

Assigning Permission Sets to Users

Use permission sets to extend the functional access of a user so that the users who belong to the same profile can have different permissions.
  1. Based on the Salesforce environment that you use, perform one of the following tasks:
    • In Salesforce Classic, perform the following tasks:
      1. In the upper-right corner of the page, select your name, and click
        Setup
        .
      2. Under
        Administration Setup
        , click
        Manage Users
        Users
        .
    • In Lightning Experience, perform the following tasks:
      1. Click the quick access menu ( The image shows the quick access menu. ), and then click
        Setup
        .
        The
        Setup Home
         page appears.
      2. Under
        ADMINISTRATION
        , click
        Users
        Users
        .
    The list of users appear.
  2. Click a user.
    The user details appear.
  3. Under
    Permission Set Assignments
    , click
    Edit Assignments
    .
  4. Under
    Available Permission Sets
    , select
    CC360 Permission Set
     and click
    Add
    .
    The
    CC360 Permission Set
     is added to
    Enabled Permission Sets
    .
  5. Click
    Save
    .
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