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Custom Permissions

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Salesforce Platform & Administration

Salesforce Basics: Custom Permission in Salesforce

💬 In plain words: A Custom Permission is a simple yes/no flag you attach to users, which your code and flows can check — like a feature switch per person. Use it instead of hardcoding profile names in logic. 📌 Example: Validation rule blocks editing closed Cases — but the audit team must edit them. Create Custom Permission Edit_Closed_Cases , add NOT($Permission.Edit_Closed_Cases) to the rule, and assign it to auditors via a permission set. No profile checks in formulas! 🎬 Real-Life Example: Bypassing a Validation Rule Imagine you have a rule: no one can discount an Opportunity by more than 20%. But the VP of Sales needs to override this rule when closing major deals. The Old/Bad Way (hardcoding): Write a validation rule checking profile names: Discount__c > 0.20 && $Profile.Name != 'System Administrator' && $Profile.Name != 'VP of Sales' . Why this is bad: If Regional Manager...
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