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Shakked Fruitman 11Shakked Fruitman 11 

permission set for actions

- is there a way to limit which users can access an action that launches a screen flow?
i'm looking at the different categories in the permission set settings but can't find where to select the custom action I created...
it's an action on opportunity that launches a screen flow that only certain users [not with the same profile] should have access to that action button.
Blanda RubyBlanda Ruby
  • From Setup, in the Quick Find box, enter Users, and then select Users.
  • Click a user’s name.
  • Under Permission Set Assignments, click Edit Assignments.
  • Add the Action Plans permission set.
  • Save your changes
  • MyAccountAccess Login (https://www.myaccountaccess.website/)
     
AnkaiahAnkaiah (Salesforce Developers) 
Hi,

If you want to run flow to specific users then remove the below permission at profile level and create a permission set and assign it to the specific users.

Navigation to remove Manage Flows and Run Flows permissions:
1. From Setup, enter Profiles in the Quick Find box.
2. Click Edit for the user profile for which you want to give flow access.
3. Under General User Permissions, select Manage Flows and Run Flows.
4. Save your changes.
Navigation to create a permissionset:
1.Go to Setup | Administer | Manage Users | Permission Sets
2.Click New and enter the necessary information. 
3.click on System Permissions
4. select  Run Flows. 
5. save
Note: if user want to edit the flows then give Manage Flows permission too

Refer the below article.
https://help.salesforce.com/s/articleView?id=000332257&type=1

Permissionset assignment:

1.From Setup, in the Quick Find box, enter Users, and then select Users.
2.Click a user’s name.
3.Under Permission Set Assignments, click Edit Assignments.
4.Add the Action Plans permission set.
5.Save your changes

If this helps, Please mark it as best answer.

Thanks!!
 
 
Shakked Fruitman 11Shakked Fruitman 11
Thanks for the help but I don't think giving permission to run flows for the user will solve my problem. I have a user that should be allowed to access one button that launches one screen flow.\ he shouldn't be able to access a different button that launches a different screen flow. is there a way to give access to a specific flow only?
Claudius Marcus C. BandClaudius Marcus C. Band
What I did was to create a second Highlights Panel in the objects Lightning Record Page. In the new Panel I "Upgraded to Dynamic Actions".  Now the actions in the panel are independent from the actions in the page layout.
In the new panel I deleted the button the users should not see.
Then I've set the "Component Visibilty" for the two Highlight Panels. This assignment is pretty granular and you'll find something only for the single user who should see the panel with the button.
Now one single User can see the action, the other users not.
Don't forget to set your administrator profile to the highlight panel with the button. The correct filter settings are sometimes a little bit tricky.