App and tab visibility on profiles and permission sets

Key Takeaway

The profile sets the defaults, and permission sets add more access on top. Neither one can deny access, so when a user's tab settings differ, the most permissive setting applies.

App and tab visibility settings control which apps a user can select in the Lightning Platform app menu and which object tabs they see in an app's navigation bar, the App Launcher, or the All Tabs page. Both profiles and permission sets hold these settings.

Profiles and permission sets

Every user has exactly one profile but can have many permission sets. Salesforce recommends using the profile for default settings, such as the default app, and using permission sets to grant additional access.

Platform Administrator Study Guide

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Describe the information found in the company settings

0/6

Distinguish and understand the administration of declarative configuration of the user interface (UI)

0/16

Given a scenario, demonstrate the proper setup and maintenance of users

0/13

Explain the various organization Security Controls

0/12

Given a user request scenario, apply the appropriate security controls based on the features and capabilities of the Salesforce sharing model

0/15

Given a scenario, determine the appropriate use of a custom profile or permission set (using the various profile settings, permission set group, and muting)

0/12

Custom profiles versus permission sets

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Standard profile cloning for customization

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Profile-only settings versus permission set capabilities

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Object permissions on profiles and permission sets

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Field-level security on profiles and permission sets

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App and tab visibility on profiles and permission sets

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Administrative permissions on profiles and permission sets

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Record type access in profiles versus permission sets

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Permission set groups for job functions

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Muting permissions in a permission set group

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Effective access from profiles and permission sets

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License restrictions on permission set assignment

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App and tab visibility on profiles and permission sets

Key Takeaway

The profile sets the defaults, and permission sets add more access on top. Neither one can deny access, so when a user's tab settings differ, the most permissive setting applies.