MCP Server for Salesforce

Build 24.0.9300

PermissionSet

Manages permission sets that grant additional access and security permissions to users.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier of the PermissionSet.

Name String False

API name of the permission set.

Label String False

Display label of the permission set.

UserLicenseId String False

UserLicense.Id

Identifier of the user license associated with the permission set.

ProfileId String True

Profile.Id

Identifier of the profile associated with the permission set.

IsOwnedByProfile Boolean True

Indicates whether the permission set is owned by a profile.

PermissionsEmailSingle Boolean False

Grants the ability to send single emails.

PermissionsEmailMass Boolean False

Grants the ability to send mass emails.

PermissionsEditTask Boolean False

Grants the ability to create, edit, and delete tasks.

PermissionsEditEvent Boolean False

Grants the ability to create, edit, and delete calendar events.

PermissionsExportReport Boolean False

Grants the ability to export report data.

PermissionsImportPersonal Boolean False

Grants the ability to import personal contacts.

PermissionsManageUsers Boolean False

Grants full access to manage user accounts and related settings.

PermissionsEditPublicTemplates Boolean False

Grants the ability to edit public templates.

PermissionsModifyAllData Boolean False

Grants full access to all organization data, regardless of sharing rules.

PermissionsManageCases Boolean False

Grants access to manage support cases.

PermissionsEditKnowledge Boolean False

Grants the ability to manage individual knowledge articles.

PermissionsManageKnowledge Boolean False

Grants administrative access to Salesforce Knowledge settings and articles.

PermissionsManageSolutions Boolean False

Grants access to manage published solutions.

PermissionsCustomizeApplication Boolean False

Grants the ability to customize applications, such as editing tabs or page layouts.

PermissionsEditReadonlyFields Boolean False

Grants the ability to edit read-only fields in the UI.

PermissionsRunReports Boolean False

Grants access to run reports.

PermissionsViewSetup Boolean False

Grants access to view setup and configuration pages.

PermissionsTransferAnyEntity Boolean False

Grants the ability to transfer ownership of all record types.

PermissionsNewReportBuilder Boolean False

Grants access to the enhanced report builder.

PermissionsManageSelfService Boolean False

Grants the ability to manage the self-service portal.

PermissionsManageCssUsers Boolean False

Grants access to create and manage self-service users.

PermissionsActivateContract Boolean False

Grants permission to activate contracts.

PermissionsImportLeads Boolean False

Grants permission to import lead records.

PermissionsManageLeads Boolean False

Grants permission to manage lead records.

PermissionsTransferAnyLead Boolean False

Grants the ability to transfer ownership of any lead.

PermissionsViewAllData Boolean False

Grants read access to all organization data, bypassing sharing settings.

PermissionsEditPublicDocuments Boolean False

Grants access to edit public documents.

PermissionsEditBrandTemplates Boolean False

Grants access to manage brand templates such as letterheads.

PermissionsEditHtmlTemplates Boolean False

Grants access to create and edit HTML email templates.

PermissionsChatterInternalUser Boolean False

Identifies the user as an internal Chatter user.

PermissionsManageDashboards Boolean False

Grants the ability to manage dashboards.

PermissionsDeleteActivatedContract Boolean False

Grants permission to delete activated contracts.

PermissionsChatterInviteExternalUsers Boolean False

Grants the ability to invite external users to Chatter.

PermissionsSendSitRequests Boolean False

Grants the ability to send Stay-in-Touch requests.

PermissionsManageRemoteAccess Boolean False

Grants access to manage connected apps and remote access settings.

PermissionsCanUseNewDashboardBuilder Boolean False

Grants access to use the drag-and-drop dashboard builder.

PermissionsManageCategories Boolean False

Grants access to manage data categories and category groups.

PermissionsConvertLeads Boolean False

Grants the ability to convert leads into accounts, contacts, and opportunities.

PermissionsPasswordNeverExpires Boolean False

Prevents the user's password from expiring.

PermissionsUseTeamReassignWizards Boolean False

Grants access to the team reassignment wizards for accounts and opportunities.

PermissionsInstallPackaging Boolean False

Grants permission to install packages from the AppExchange.

PermissionsPublishPackaging Boolean False

Grants permission to publish packages to the AppExchange.

PermissionsChatterOwnGroups Boolean False

Grants the ability to create and own Chatter groups.

PermissionsEditOppLineItemUnitPrice Boolean False

Grants the ability to edit the unit price on opportunity line items.

PermissionsCreatePackaging Boolean False

Grants permission to create AppExchange packages.

PermissionsBulkApiHardDelete Boolean False

Grants the ability to perform hard deletes using the Bulk API.

PermissionsSolutionImport Boolean False

Grants the ability to import solutions into the system.

PermissionsManageCallCenters Boolean False

Grants access to manage call center configurations.

PermissionsEditReports Boolean False

Grants the ability to create and customize reports.

PermissionsManageSynonyms Boolean False

Grants access to manage synonyms used in search.

PermissionsViewContent Boolean False

Grants the ability to view content in portals.

PermissionsManageEmailClientConfig Boolean False

Grants the ability to manage email client configurations.

PermissionsEnableNotifications Boolean False

Grants the ability to send outbound messages from workflow rules.

PermissionsManageDataIntegrations Boolean False

Grants access to manage external data integrations.

PermissionsViewDataCategories Boolean False

Grants the ability to view data categories and category groups.

PermissionsManageDataCategories Boolean False

Grants the ability to manage data categories and category groups.

PermissionsAuthorApex Boolean False

Grants the ability to write and edit Apex code.

PermissionsManageMobile Boolean False

Grants access to manage mobile configurations and settings.

PermissionsApiEnabled Boolean False

Enables API access for the user.

PermissionsManageCustomReportTypes Boolean False

Grants access to create and manage custom report types.

PermissionsEditCaseComments Boolean False

Grants the ability to edit comments on cases.

PermissionsTransferAnyCase Boolean False

Grants the ability to transfer ownership of any case.

PermissionsContentAdministrator Boolean False

Grants administrative access to Salesforce Customer Relationship Management (CRM) Content.

PermissionsCreateWorkspaces Boolean False

Grants the ability to create content libraries (workspaces).

PermissionsManageContentPermissions Boolean False

Grants the ability to manage user permissions on content libraries.

PermissionsManageContentProperties Boolean False

Grants access to manage custom properties for content.

PermissionsManageContentTypes Boolean False

Grants access to create and manage content types.

PermissionsManageAnalyticSnapshots Boolean False

Grants the ability to manage analytic snapshots (scheduled reports).

PermissionsScheduleReports Boolean False

Grants permission to schedule reports for future delivery.

PermissionsManageBusinessHourHolidays Boolean False

Grants access to manage business hours and holidays.

PermissionsManageDynamicDashboards Boolean False

Grants permission to manage dynamic dashboards.

PermissionsCustomSidebarOnAllPages Boolean False

Grants the ability to show custom sidebar components on all pages.

PermissionsManageInteraction Boolean False

Grants access to manage Flow definitions and processes.

PermissionsViewMyTeamsDashboards Boolean False

Grants the ability to view dashboards of users in the same team.

PermissionsModerateChatter Boolean False

Grants the ability to moderate Chatter content, such as deleting posts.

PermissionsResetPasswords Boolean False

Grants permission to reset user passwords and unlock users.

PermissionsFlowUFLRequired Boolean False

Requires the user to have a Flow User license to run Flows.

PermissionsCanInsertFeedSystemFields Boolean False

Grants the ability to insert system field values for Chatter feeds.

PermissionsManageKnowledgeImportExport Boolean False

Grants access to import and export knowledge articles.

PermissionsEmailTemplateManagement Boolean False

Grants permission to manage and edit email templates.

PermissionsEmailAdministration Boolean False

Grants access to administer email settings and configurations.

PermissionsManageChatterMessages Boolean False

Grants the ability to manage private Chatter messages.

PermissionsForceTwoFactor Boolean False

Enforces two-factor authentication for UI logins.

PermissionsManageNetworks Boolean False

Grants access to create and configure Communities.

PermissionsManageAuthProviders Boolean False

Grants access to manage authentication providers.

PermissionsRunFlow Boolean False

Grants the ability to run Flows.

PermissionsViewAllUsers Boolean False

Grants visibility into all user records in the organization.

PermissionsAllowUniversalSearch Boolean False

Grants access to global search features such as Knowledge One.

PermissionsConnectOrgToEnvironmentHub Boolean False

Grants the ability to connect the org to the Environment Hub.

PermissionsSalesConsole Boolean False

Grants access to the Sales Console app.

PermissionsTwoFactorApi Boolean False

Enforces two-factor authentication for API logins.

PermissionsDeleteTopics Boolean False

Grants the ability to delete topics used in Chatter.

PermissionsEditTopics Boolean False

Grants the ability to edit topics in Chatter.

PermissionsCreateTopics Boolean False

Grants the ability to create new topics in Chatter.

PermissionsAssignTopics Boolean False

Grants the ability to assign topics to records.

PermissionsIdentityEnabled Boolean False

Grants access to Salesforce Identity features.

PermissionsIdentityConnect Boolean False

Grants access to use Identity Connect for identity federation.

PermissionsAllowViewKnowledge Boolean False

Grants access to view knowledge articles.

Description String False

Provides a description for the permission set.

CreatedDate Datetime True

Date and time when the permission set was created.

CreatedById String True

User.Id

User ID of the creator of the permission set.

LastModifiedDate Datetime True

Date and time when the permission set was last modified.

LastModifiedById String True

User.Id

User ID of the person who last modified the permission set.

SystemModstamp Datetime True

System-generated timestamp for the last modification.

NamespacePrefix String True

Namespace prefix associated with the permission set, typically used for managed packages.

Copyright (c) 2025 CData Software, Inc. - All rights reserved.
Build 24.0.9300