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Difficulty: EasyPermission Sets and Permission Set Groups

A system administrator needs to grant the Export Reports permission to three specific sales representatives for a temporary project without changing their base job functions or altering their assigned profile settings. Which solution meets this requirement according to Salesforce best practices?

  1. Create and assign a Permission Set containing the Export Reports permission to the three users.Answer
  2. B
    Create a new custom profile with the Export Reports permission enabled and reassign the three users to it.
  3. C
    Clone the existing user profiles for each representative and enable the Export Reports permission individually.
  4. D
    Modify Organization-Wide Defaults to grant Export Reports access across all Sales objects.

Answer

Create and assign a Permission Set containing the Export Reports permission to the three users.
Permission Sets allow administrators to grant incremental permissions to specific users on an ad-hoc basis without altering underlying profile definitions.

Step-by-Step Solution

1
Analyze the access requirement
The requirement asks for an additional permission (Export Reports) to be granted selectively to a small subset of users.
Base profile permissions should remain unchanged while supplementary permissions are applied.
2
Determine the appropriate Salesforce security tool
Permission Sets extend functional permissions additively to specific users regardless of their assigned profiles.
Using Permission Sets adheres to the principle of minimal profile clutter and scalable access management.

Key Concept

Permission Sets for Additive Access
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Topics

Permission Sets and Permission Set Groups

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