Salesforce Permissions

Permissions

Below are list of Salesforce permissions with short description of what each allows a user to do.
Links are provided for more in depth description for each permission.

  • Access to Chatter For Sharepoint -Allow users to access Chatter for SharePoint
  • Activate Contracts – Change a contract status to Activated
  • Activate Orders – Change order status to Activated
  • Allow View Knowledge – Allow user to view knowledge articles
  • API Only Users – Access Salesforce.com only through a Salesforce.com API
  • Approve Contracts – Approve or rejects a contract from a related list
  • Assign Permission Sets  – Assign permission sets to users
  • Bulk API Hard Delete – Delete records in the Bulk API without storing them in the Recycle Bin
  • Chatter Internal User
  • Configure Custom Recommendations – Add custom recommendations in the feed, motivating users to get engaged and take action
  • Connect Organization to Environment Hub – Allows a user to connect this organization to an Environment Hub
  • Create and Customize List Views – Create list views; modify and delete own list views
  • Create and Customize Reports – Create, edit and delete reports
  • Create and Own New Chatter Groups – Create and own new chatter groups
  • Create and Set Up Communities – Create communities, manage community-wide settings, membership, login and registration, branding, and associated Site.com site
  • Create and Share Content Deliveries for Chatter File – Share a Chatter file with anyone by creating a file link and sending it via email or IM
  • Create and Upload Change Sets – Create, edit and upload outbound change sets
  • Create AppExchange Packages – Create packages that can be distributed through AppExchange
  • Create Dashboard Folders – Create dashboard folders and manage these folders if sharing rights allow
  • Create Libraries – Create Salesforce CRM Content libraries
  • Create Report Folders – Create report folders and manage these folders if sharing rights allow
  • Delete Activated Contracts – Delete contracts, regardless of their status
  • Deliver Uploaded Files and Personal Content – Enables non-Content users to create content deliveries and enables Salesforce CRM Content users to create content deliveries using documents in their private library
  • Deploy Change Sets – Deploy inbound change sets
  • Download AppExchange Packages – Install or uninstall AppExchange packages as system administrators
  • Drag-and-Drop Dashboard Builder – Create, edit, and delete dashboards through the drag-and-drop dashboard builder interface
  • Edit Case Comments – Edit their own case comments but not other user’s comments
  • Edit Events – Create, edit, and delete events
  • Edit HTML Templates – Create, edit, and delete HTML email templates
  • Edit My Dashboards – Edit, move, save, and delete user’s own dashboards in shared folders
  • Edit My Own Posts – Allow users to edit their own feed items
  • Edit My Reports – Edit, move, save and delete user’s own reports in shared folders
  • Edit Opportunity Product Sales Price – Change the sales price on opportunity line items
  • Edit Posts on Records I Own – Allow users to edit feed items they manage
  • Edit Read Only Fields – Edit fields that are read only due to page layouts or field-level security
  • Edit Self-Service Users – Enable and disable contacts for Self-Service and Customer Portal access
  • Edit Tasks – Create, edit and delete tasks
  • Email-Based Identity Confirmation Option – Provides an option to use email to confirm identity, even if the user has a verified phone number
  • Enable Work.com Calibration – Allow Work.com users to access Work.com Calibration functionality
  • Export Reports – Use Export Details and Printable View to export reports
  • Import Personal Contacts – Import personal accounts and contacts
  • Import Solutions – Import solutions for the organization
  • Insert System Field Values for Chatter Feeds – Set the author or creation date for a Chatter post or comment
  • Invite Customers To Chatter – invite customers to Chatter
  • IP Restrict Requests – Restrict what IP addresses can access the CRM Portal
  • Knowledge One – Replaces the Articles tab with the Knowledge tab
  • Lightning Experience User – Access the Salesforce Lightning Experience.  Users with this permission can individually enable or disable this user interface.
  • Manage Articles – Create, edit, assign, publish, delete and archive Salesforce Knowledge articles.
  • Manage Auth. Providers – Create and edit Auth. Providers
  • Manage Billing – Purchase additional licenses and features
  • Manage Business Hours Holidays – Create, edit, and delete business holidays
  • Manage Call Centers – Create, import, edit and delete a call center configuration
  • Manage Cases – Administer case settings, including Email-to-Case and mass transfer for cases
  • Manage Categories – Define and modify solution categories settings
  • Manage Chatter Messages – Access all users’ messages sent in Chatter
  • Manage Communities –  Access Community Management to view community dashboards and set up Reputation point system and levels
  • Manage Connected Apps – Manage, create, edit and delete connected applications
  • Manage Content Permissions – Create, edit and delete library permissions in Salesforce CRM Content
  • Manage Content Properties – Create, edit and delete custom fields in Salesforce CRM Content
  • Manage Custom Permissions – Create, edit, and delete custom permissions
  • Manage Custom Report Types – Create, edit, and delete custom report types
  • Manage Dashboards – Create, edit and delete the user’s personal dashboards
  • Manage Dashboards in Public Folders – Create, edit, delete dashboards, and manage their sharing in all public folders
  • Manage Data Categories – Create, edit, and delete data categories
  • Manage Data Integrations – Monitor or abort Bulk API jobs
  • Manage Dynamic Dashboards – Create, edit, and delete dynamic dashboards
  • Manage Email Client Configurations – Create, edit, and delete Outlook configurations for Salesforce for Outlook
  • Manage Encryption Keys – Manage tenant secrets
  • Manage Exchange Configurations – Create, edit, and delete Exchange configurations for S2X
  • Manage Force.com Flow – Create and edit Force.com Flows
  • Manage Internal Users – Create and edit internal users
  • Manage IP Addresses – Create, edit, and delete trusted IP ranges
  • Manage Knowledge Article Import/Export – Allows user to manage all the Knowledge Article Import/Export
  • Manage Leads – Change the status of multiple leads in a list view
  • Manage Letterheads – Create, edit, and delete letterheads for HTML emails
  • Manage Logging Access Policies – Specify the login access policies that apply to administrators and support organizations
  • Manage Macros Users Can’t Undo – Create, update, and run macros that include irreversible instructions
  • Manage Mobile Configurations – Access Salesforce Classic features
  • Manage Package Licenses – Manage package licenses in subscriber organizations
  • Manage Profiles and Permission Sets – Create, edit and delete profiles and permission sets
  • Manage Promoted Search Terms – create, edit and delete promoted search terms
  • Manage Public Documents – Create, edit, and delete folders for public documents
  • Manage Public List Views – Create, edit, and delete public list views.
  • Manage Public Reports – Create, edit and delete public reports
  • Manage Public Templates – Create, edit, and delete text emails, mail merge templates, and folders for public email templates
  • Manage Published Solutions – Create, edit and delete publicly accissible solutions
  • Manage record types and layouts for Files – Create, edit and delete content types in Salesforce CRM Content
  • Manage Reporting Snapshots – Create, edit, and delete reporting snapshots
  • Manage Reports in Public Folders – Create, edit, delete reports and manage their sharing in all public folders
  • Manage Roles – Create, edit and delete roles
  • Manage Salesforce CRM Content – Create, edit and delete libraries and library memberships
  • Manage Salesforce Knowledge – Manage Salesforce Knowledge settings, and create, edit and delete article types
  • Manage Self-Service Portal – Manage Self-Service portal settings and reports
  • Manage Sharing – Create, edit, and recalculate sharing rules, edit organization-wide defaults, and enable the external sharing model
  • Manage Synonyms – Create, edit and delete synonym groups
  • Manage Two-Factor Authentication – Manage the time-based token secret for two-factor authentication
  • Manage Unlisted Groups – View and moderate unlisted Chatter groups
  • Manage Users – Create, edit, and deactivate users, and manage security settings, including profiles
  • Mass Edits from Lists – Edit multiple records simultaneously from a list with inline editing
  • Mass Email – Send mass emails to contacts and leads
  • Merge Topics – Merge one or more topics
  • Moderate Chatter – Deactivate Chatter Free users, assign moderator privileges to Chatter Free users, and remove posts
  • Modify All Data – Create, edit, and delete all organization data, regardless of sharing settings
  • Modify Secure Agents – Allow user to make changes to Secure Agents
  • Password Never Expires – Prevent the user’s password from expiring
  • Report Builder – Create, edit and delete reports through the drag and drop report builder interface
  • Reset User Passwords and Unlock Users – Unlock users whose accounts are locked, and reset user passwords
  • Run Flows – run flows
  • Run Macros on Multiple Records – run macros on multiple records at the same time
  • Run Reports – run reports and dashboards
  • Schedule Dashboards – Schedule when dashboards refresh, and send email notifications that include refreshed dashboards in HTML format
  • Schedule Reports – Run reports in the background, and export results as a CSV or Excel file on completion
  • Select Files from Salesforce – Selecting a Salesforce file is an option when attaching a file
  • Send Email – Send email to a singlet contact or lead
  • Send Outbound Messages – Send outbound messages to an external Web service API
  • Send Stay-in-Touch Requests – Send Stay-in-Touch update emails
  • Set Audit Fields upon Record Creation – Set audit fields, such as Created By and Last Modified By, when you create a record (API only)
  • Share internal Knowledge Articles externally – Allow user to share internal Knowledge articles externally
  • Show Custom Sidebar On All Pages – Display a custom sidebar on all pages in Salesforce.com
  • Tag Manager – Manage the configuration of private and public tags
  • Transfer Cases – Change a case’s owner
  • Transfer Leads – Change a lead’s owner
  • Transfer Record – Change the owner of most records
  • Two-Factor Authentication for API Logins – Require users to enter a time-based token instead of the emailed security token in the API
  • Two-Factor Authentication for User Interface Logins – Require users to enter a time-based token during login
  • Update Records with Inactive Owners – Update owner and sharing-based fields on records with inactive owners
  • Upload AppExchange Packages – upload packages to AppExchange for distribution
  • Use Identity Features – Gives the user access to Identity features such as App Launcher
  • User Team Reassignment Wizards – Mass reassign account team and opportunity team members
  • Via Data Categories – View the Data Categories page
  • View All Data – View all organizational data, regardless of sharing settings
  • View All Users – View all users, regardless of sharing settings
  • View Dashboards in Public Folders – View and access dashboards in public folders, which does not include others’ personal folders
  • View Encrypted Data – View the value of encrypted fields in plain text
  • View Event Log Files – Get CSV event log files via the API
  • View Help Link – Allow user to view help link
  • View My Team’s Dashboards – View dashboards owned by people under them in the role hierarchy
  • View Reports in Public Folders – View and access reports in public folders, which does not include others’ personal folders
  • View Setup and Configuration – View the App Setup and Administrative Settings pages
  • Weekly Data Export – Run the weekly data export service

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