Clone permission sets in Salesforce

Last updated: 2 years ago

In Salesforce, the managed package permissions sets cannot be modified or updated. So if you need to make changes to any of the package permission sets, you will have to clone the permission set, then update the values and finally assign a user to the permission set.

Following are a couple of scenarios in which you might have to clone and modify the available permission sets.

LinkedIn Sales Navigator Standard User

Although the package requires this out-of-the-box permission set to be assigned to your users, there may be some instances where users still receive the error message in the component saying that they still have insufficient access. If this happens, the admin should clone this permission set and include the following field permissions as they are standard fields which are unable to be packaged. The reason for needing access to these fields is that the package uses them all as URL parameters for LinkedIn to ingest. The code runs in USER mode context, so the context user needs access to them. You will need to go to Object Settings in the cloned permission set in order to add these field level permissions for their respective object.

  • Account object fields: Website, Industry, BillingAddress
  • Lead object fields: ConvertedAccountId, Company, Website, Industry, Address

LinkedIn Sales Navigator Setup User

It’s not possible to package System Permissions, so if any additional System Permissions are needed for your user who needs this permission set, you would need to clone it. 

To clone permission sets:

  1. In Salesforce, click Setup > User > Permission sets.

    Permission sets in SFDC
  2. Click Clone displayed next to LinkedIn Sales Setup User permission set.

    Click Clone
  3. In the Clone: LinkedIn Sales Setup User screen, enter a new unique label and API name and click Save.

    Add details to cloned permission set

    The cloned permission set is now displayed in the Permission sets screen.

    Cloned list of Permission sets

    Here's a tip

    If you update the app package, you don't have to repeat this procedure.

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