assign custom permission to user in apex

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Custom Permissions

Use custom permissions to give users access to custom processes or apps.

Required Editions

In Salesforce, many features require access checks that specify which users can access certain functions. Permission set and profiles settings include built-in access settings for many entities, like objects, fields, tabs, and Visualforce pages. However, permission sets and profiles don’t include access for some custom processes and apps. For example, in a time-off manager app, users might need to submit time-off requests, but only a small set of users approves time-off requests. You can use custom permissions for these types of controls.

Custom permissions let you define access checks that can be assigned to users via permission sets or profiles, similar to how you assign user permissions and other access settings. For example, you can define access checks in Apex that make a button on a Visualforce page available only if a user has the appropriate custom permission.

You can query custom permissions in these ways.

• To determine which users have access to a specific custom permission, use Apex and do something like the following. Boolean hasCustomPermission = FeatureManagement.checkPermission(' your_custom_permission_api_name ');
• To determine what custom permissions users have when they authenticate in a connected app, reference the user's Identity URL, which Salesforce provides along with the access token for the connected app.
• Create Custom Permissions Create custom permissions to give users access to custom processes or apps.
• Edit Custom Permissions Edit custom permissions that give users access to custom processes or apps.
• Add or Remove Required Custom Permissions A required custom permission is a custom permission that must be enabled when the parent custom permission is enabled. For example, you could have a custom permission “Approve Time-Off Requests” and specify that it requires the custom permission “Submit Time-Off Requests.”
• Custom Permissions Detail Page Custom permissions provide access to custom processes or apps.
• Enable Custom Permissions in Permission Sets
• Enable Custom Permissions in Profiles
• Identity URLs

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Custom Permissions

In Salesforce, many features require access checks that specify which users can access certain functions. Permission set and profiles settings include built-in access settings for many entities, like objects, fields, tabs, and Visualforce pages. However, permission sets and profiles don’t include access for some custom processes and apps. For example, in a time-off manager app, users might need to submit time-off requests, but only a small set of users approves time-off requests. You can use custom permissions for these types of controls.

Custom permissions let you define access checks that can be assigned to users via permission sets or profiles, similar to how you assign user permissions and other access settings. For example, you can define access checks in Apex that make a button on a Visualforce page available only if a user has the appropriate custom permission.

You can query custom permissions in these ways.

• To determine which users have access to a specific custom permission, use Apex and do something like the following. Boolean hasCustomPermission = FeatureManagement . checkPermission ( ' your_custom_permission_api_name ' ) ;
• To determine what custom permissions users have when they authenticate in a connected app, reference the user's Identity URL, which Salesforce provides along with the access token for the connected app.
• Create Custom Permissions Create custom permissions to give users access to custom processes or apps.
• Edit Custom Permissions Edit custom permissions that give users access to custom processes or apps.

Andy in the Cloud

From bbc basic to force.com and beyond….

Creating, Assigning and Checking Custom Permissions

January 14, 2015 by Andrew Fawcett 21 Comments

I have been wanting to explore Custom Permissions for a little while now, since they are now GA in Winter’15  i thought its about time i got stuck in. Profiles, Permission Sets have until recently, been focusing on granting permissions to entities only known to the platform, such as objects , fields , Apex classes and Visualforce pages . In most cases these platform entities map to a specific feature in your application you want to provide permission to access.

However there are cases where this is not always that simple. For example consider a Visualforce page you that controls a given process in your application, it has three buttons on it  Run , Clear History  and Reset . You can control access to the page itself, but how do you control access to the three buttons? What you need is to be able to teach Permission Sets and Profiles about your application functionality , enter Custom Permissions !

NOTE: That you can also define dependencies between your Custom Permissions, for example Clear History and Reset permissions might be dependent on a Manage Important Process  custom permission in your package.

Once these have been created, you can reference them in your packaged Permission Sets and since they are packaged themselves, they can also be referenced by admins managing your application in a subscriber org.

The next step is to make your code react to these custom permissions being assigned or not.

New Global Variable $Permission

You can use the $Permission from a Visualforce page or as SFDCWizard points out here from Validation Rules ! Here is the Visualforce page example given by Salesforce in their documentation.

Referencing Custom Permissions from Apex

IMPORTANT UPDATE : Since API 41 (Winter’18) there is now a native way to read Custom Permissions. The following may still be useful if you have requirements not met by the native method. FeatureManagement.checkPermission .

In the case of object and field level permissions, the Apex Describe API  can be used to  determine if an object or field is available and for what purpose , read or edit for example. This is not going help us here, as custom permissions are not related to any specific object or field. The solution is to leverage the  Permission Set Object API to query the SetupEntityAccess  and CustomPermission records for Permission Sets or Profiles that are assigned to the current user.

The following SOQL snippets are from the CustomPermissionsReader class i created to help with reading Custom Permissions in Apex (more on this later). As you can see you need to run two SOQL statements to get what you need. The first to get the Id’s the second to query if the user actually has been assigned a Permission Set with them in.

Now personally i don’t find this approach that appealing for general use, firstly the Permission Set object relationships are quite hard to get your head around and secondly we get charged by the platform to determine security through the SOQL governor. As a good member of the Salesforce community I of course turned my dislike into an Idea   “Native Apex support for Custom Permissions” and posted it here to recommend Salesforce include a native class for reading these, similar to Custom Labels for example.

Introducing CustomPermissionReader

In the meantime I have set about creating an Apex class  to help make querying and using Custom Permissions easier. Such a class might one day be replaced if my Idea becomes a reality or maybe its internal implementation just gets improved. One things for sure, i’d much rather use it for now than seed implicit SOQL’s throughout a code base!

Its pretty straight forward to use, construct it in one of two ways, depending if you want all non-namespaced Custom Permissions or if your developing a AppExchange package, give it any one of your packaged Custom Objects and it will ensure that it only ever reads the Custom Permissions associated with your package.

You can download the code and test for CustomPermissionsReader here.

Like any use of SOQL we must think in a bulkified way, indeed its likely that for average to complex peaces of functionality you may want to check at least two or more custom permissions once you get started with them. As such its not really good practice to make single queries in each case.

For this reason the CustomPermissionsReader was written to load all applicable Custom Permissions and act as kind of cache. In the next example you’ll see how i’ve leveraged the Application class concept from the Apex Enterprise Patterns conventions to make it a singleton for the duration of the Apex execution context.

Here is an example of an Apex test that creates a PermissionSet , adds the Custom Permission and assigns it to the running user to confirm the Custom Permission was granted.

Seperation of Concerns and Custom Permissions

Those of you familiar with using Apex Enterprise Patterns might be wondering where checking Custom Permission fits in terms of separation of concerns and the layers the patterns promote.

The answer is at the very least in or below the Service Layer , enforcing any kind of security is the responsibility of the Service layer and callers of it are within their rights to assume it is checked. Especially if you have chosen to expose your Service layer as your application API.

This doesn’t mean however you cannot improve your user experience by using it from within Apex Controllers,  Visualforce pages or @RemoteAction methods to control the visibility of related UI components, no point in teasing the end user!

Integrating CustomerPermissionsReader into your Application class

The following code uses the Application class concept i introduced last year  and at Dreamforce 2014 , which is a single place to access your application scope concepts, such as factories for selectors, domain and service class implementations (it also has a big role to play when mocking).

This approach ensures their is only one instance of the CustomPermissionsReader per Apex Execution context and also through the properties it exposes gives a compiler checked way of referencing the Custom Permissions, making it easier for application developers code to access them.

Finally, as a future possibility, this approach gives a nice injection point for mocking the status of Custom Permissions in your Apex Unit tests , rather than having to go through the trouble of setting up a Permission Set and assigning it in your test code every time as shown above.

Call to Action: Ideas to Upvote

While writing this blog I created one Idea and came across a two others, i’d like to call you the reader to action on! Please take a look and of course only if you agree its a good one, give it the benefit of your much needed up vote!

• Idea:  Make a “PackageInfo” Apex class available for managed code to call at runtime
• Idea:  Display the Profiles & Permissions Sets with Custom Permissions on Page
• Idea:  Native Apex support for Custom Permissions

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21 thoughts on “ creating, assigning and checking custom permissions ”.

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Nice, this will come in handy until some of those ideas get implemented. I wrote a similar utility for reverse searching profiles and permission sets. This could be used for listing the profiles and permission sets for a particular custom permission. A stop gap tool till something gets implemented in the platform. https://kksfblog.wordpress.com/2015/01/08/salesforce-metadata-analyzer-audit-all-you-want/

Nice thanks for sharing!

Reblogged this on SutoCom Solutions .

I may be missing something here, but will the reader class picks up CustomPermissions if they are directly added to the profile, without using Permission sets?

Yes it will, Profiles are actually stored as read-only Permission Sets by the platform. So the same queries apply.

Hi Andrew, have you tried using Custom Permissions with Validation Rules and noticed any performance issues ? Have a look at this post: https://www.salesfix.com.au/custom-permissions-validation-rules-and-apex-cpu-limits/ I’d appreciate your comments.

Wow, this has to be a bug in my view, not that it carries “some” overhead so much, but that there is not Apex in sight and that the overhead is not something I would consider acceptable (I have just read your post briefly while traveling).

Hi Andrew. While migration class where i am using customPermissionsReader i am facing below error (change set migration from sandbox to sandbox)

Invalid type: customPermissionsReader

Also i tried to copy paste code from one org to other org but still same issue. I did created custom permission in org and gave access to profile. Could you please help me what might be the cause

Did you include that class in the changeset?

@Andrew – Thanks for this. I’ll be making use of it. However, I have a questions. What are the advantages of using a Custom Permission vs. Hierarchical Custom Setting. It seems a custom setting might achieve the same as a custom permission. If I remember correctly, custom settings don’t count against Query Limit. However, I’m not sure if you can use custom setting in Validation rule too. Maybe that’s the benefit of a Custom Permission. Any thoughts?

The two are different things. One is helping you implement your own security checks, the other is a storage solution for your configuration.

When a user is using our app, we need to check a certain Custom Permission. However, these users are getting the error “No access to SetupEntityAccess” when our APEX code checks to see if they have a certain custom permission. If we enable “View Setup & Configuration” in their profile or PS, they don’t get this error. Does that mean that these users MUST be given “View Setup” in order to make use of custom permissions, or is this permission required?

I would assume the CustomPermissionReader class would be bound by this same restriction if that’s the case. Right? Or am I missing something? Is there some way around having the “View Setup” permission that I’m just not aware of?

Is your code reading the SetupEntjtyAcesss object?

Hi Andrew, nice write up. I’ve used Custom Permissions in VF in the past and am now evaluating using them in Lighting Components. I don’t believe the LCF supports $Permission (yet) – is this your understanding as well? In order to leverage custom permissions in a Lightning Component do we need to go to Apex like you’ve modeled here? BTW – picked up the latest version of your book. Nice work.

That is indeed the current case, you will have to do this via a apex controller. https://developer.salesforce.com/docs/atlas.en-us.lightning.meta/lightning/expr_source.htm . Glad you picked up the book! Enjoy! 🙂

for those of us who have adopted fflib, why not add fflib_CustomPermissionsReader.cls including updating the fflib_Application.cls? Then we have mock support builtin on a par with the other layers.

Good idea, happy to accept a PR for this if you fancy, otherwise please log the issue as an enhancement and I will take a look next time I have a burst of time

Pingback: Custom Permissions, Validation Rules and Apex CPU Limits - SalesFix

This is indeed a great article. Glad I was able to refer for my current problem. I have a requirement where I need to check for permission set in lookup filter which I see is not possible. So I am trying to create a formula field on the user that can read if the user is assigned the permission set and use this field in the lookup filter.

Actually I am creating custom permission and have it assigned to the permission set. Now in the formula field on the user I am trying to check if the user has this custom permission from the assigned permission set – IF($permission.custom_Permission, ‘isAssigned’, ‘noAccess’) – but this is always giving me noAccess even when I have assigned the permission set to the user. I am not sure where I am doing wrong. If it could work I can then use this formula field in the lookup filter.

Can you give some light to achieve this? Is there an alternative to achieve this?

Perhaps try to output the value of the $permisson.custom_permission just as a text formula field so you can see its value, maybe it’s not the value your logic is expecting?

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Home » Article » Why You Should Add Custom Permissions to Your #AwesomeAdmin Tool Belt

Why You Should Add Custom Permissions to Your #AwesomeAdmin Tool Belt

Hello, #AwesomeAdmins! Today, I’d like to introduce you to custom permissions, a fairly underutilized configuration feature that’s been around since Winter ’15. While this is more heavily used in code, it’s also available for use by admins. In fact, I believe every admin should have this feature in their superpower tool belt.

So, what are custom permissions?

The custom permissions feature lets you define access checks to your apps or processes. Custom permissions can be assigned to users via permission sets or profiles, similar to how you assign user permissions and other access settings.

Custom permissions are commonly used by developers in Apex. For example, if there’s a button on a Visualforce page and only certain users should have access, a custom permission can be referenced. If the user has the custom permission, the button will display.

Boolean hasCustomPermission = FeatureManagement.checkPermission('your_custom_permission_api_name');

Okay, okay, I know I just pasted some code. Let’s break this down together. This code snippet is checking to see if the user has a certain permission. If the attribute hasCustomPermission is set to true, then allow access. Otherwise, access is denied.

Guess what? Custom permissions are not just for developers! Using similar logic as the developer did in the code snippet above, admins can grant access to features and actions when a user has a custom permission. They’re for admins too!

Custom permissions can be used for:

• Validation rules
• Component visibility (The possibilities here are endless!)
• Dynamic Form configuration

When do I use custom permissions?

• When a validation rule applies to the same profiles/users
• When a validation rule applies to a subset of users
• When you need the ability to grant or deny access to a specific app or process
• When an action only applies to a subset of users or select profiles
• When select data is only available to a subset of users or select profiles
• When access to a component is provided to a subset of users or select profiles
• When access to a process is only provided to a subset of users or select profiles

How do I configure it?

First, you need to create your custom permission. In Setup, search for ‘Custom Permissions’ in the Quick Find box.

Create a new custom permission.

Pro-tip: Be descriptive with the name of your custom permission so it’s clear what it’s for. Don’t forget to provide a description of what the custom permission is intended for. Is it to grant or deny access? This will remind you (yes, you may need a reminder of this later) as well as other team members working in your org.

Next, determine who needs to be given access to this custom permission. Does everyone in a specific profile need this ability? Are only select individuals allowed this access?

If this applies to all users of a profile, you’ll assign the custom permission at the profile level. Every user assigned to the profile will have this custom permission.

If this only applies to select individuals, add this custom permission to a permission set. Find the Custom Permission attribute, then find the custom permission and add it to the permission set. Once you assign the permission set to a user, that user will have this custom permission.

Pro-tip: If the custom permission is the only attribute of the permission set, I recommend you name the permission set the same name as your custom permission. It makes it easier to maintain and assign/remove access later on.

Next, you reference the custom permission in a component. You’ll follow this step whether it’s a validation rule, flow, process, or a component using component visibility.

In a validation rule or formula , under Insert Field, find $Permission, locate your custom permission, and insert. Once inserted, the syntax should look like $Permission.<Custom Permission API name>, such as ‘$Permission.Update_Opp_in_Stage_Closed_Won.’ Then, add the rest of the syntax. It’s that easy.

In Flow , create a Formula resource, find $Permission, then locate and select your custom permission. Once inserted, the syntax should look like $Permission.<Custom Permission API name>, such as ‘$Permission.Update_Opp_in_Stage_Closed_Won.’ Then, add the rest of the syntax you’re checking for — and voila!

In a process , select the type Formula , select System Variables , select Permission , and then locate and select your custom permission. Once inserted, the syntax should look like $Permission.<Custom Permission API name>, such as ‘$Permission.Update_Opp_in_Stage_Closed_Won.’ Then, add the rest of the syntax you’re checking for, and that’s it.

To use with a dynamic action with component visibility , add the action, then add a component visibility filter. Select Advanced as the filter type. Select the field Permissions > Custom Permission > your custom permission . Then, set the operator and value.

Your configuration can now check whether the user has that specific custom permission. And, depending on how you configured it, you can grant or deny that user access to your custom process at a much finer level.

Let us know how you used custom permissions in your org by sharing with us on Twitter @SalesforceAdmns !

• Salesforce Security Guide: Custom Permissions

Jennifer W. Lee

Jennifer is a Lead Admin Evangelist at Salesforce and the host of our live streamed series Automate This! She is Flownatic, 8x certified Application Architect, Trailhead enthusiast, and Golden Hoodie recipient. Prior to joining Salesforce, Jen was a Koa customer, blogger (Jenwlee.com), founding co-host of Automation Hour, and a Salesforce MVP (2016-2021).

• Jen’s Top Summer ’24 Release Features | Be Release Ready
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Testing Custom Permissions

Table of Contents:

Intro: Feature-based Code Routes

Getting our first custom permissions test to pass, working with setup objects in apex tests, wrapping up testing custom permissions.

Custom Permissions changed the game when it came to creating programmatic checks for feature management within Salesforce. Between Custom Metadata and Custom Permissions, Salesforce as a whole has been trying to gently move people away from permissions management by way of hierarchical custom settings (or, even worse, iterating through Permission Sets!). And there’s a lot to love when it comes to Custom Permissions. Since Winter ‘18, the FeatureManagement.checkPermission method has enabled developers to easily implement permission-based code routing. However … when it comes time to testing feature-flagged code, how can we easily ensure that our tests remain isolated without polluting our test domain (or, even worse, unnecessarily exposing private methods merely to test the innards of a class)? Join me on the journey toward testing Custom Permissions painlessly!

Let’s say we have a business requirement that asks for a task to be created based off of Opportunity owners when an API interaction from an external system identifies outreach as the next best step. This integration could be the result of Opportunity Stages being updated by a Sales person; it could be kicked off by an internal cron job; it could come from anywhere. The business would like to gradually roll this feature out to users without fully opting all of them in at once. This is the perfect use-case for Custom Permissions: we can feature flag the logic that creates the task, and opt users from Sales in as we please from a Permission Set with the Custom Permission included:

And the Permission Set:

Some example code, based off the premise that an update to an Opportunity triggers this action. It could be done synchronously, through a trigger handler , or asynchronously, through a Queueable or Batch job . We’ll start with the test for the happiest path:

We’ll get started on that OpportunityTaskHandler object in a second; for now, of course, the test fails with the classic:

Perfect. You’ll note that we are actually getting an additional safety feature right out of the box; because there is no LIMIT command on the SOQL query for createdTask , we’re also safe-guarding against future regressions where multiple Tasks might be introduced. With the advent of the Winter ‘21 release, you’ll also note that next week we will be able to take advantage of the Safe Navigation feature to perform the same query:

Of course, such syntax sugar only avails us in the event that we only need to assert for one thing, but I point it out here in the event that you haven’t checked the release notes recently.

Right now we have a failing test, but we also have zero functionality and no Custom Permissions wired up yet. Let’s fix that:

We’ll use a public static String for the Task Subject to aid in testing, but you could just as easily use a Custom Label. The only other design decision to talk about is the routing — the reference to the Custom Permission itself. In a more complicated ask, and a more sophisticated system, you might also choose to use some form of configuration or metadata to inject the name of the Custom Permission being used; instead of hard-coding Is_API_Task_Creation_Enabled , you’d have the ability to swap Custom Permission(s) dynamically. James Hou has several interesting POCs on how this might be accomplished — while these feature-flag systems are not production ready, looking through the patterns in that repo might help you in your own search for best practices regarding customizations like this. But I digress — back to it.

We’ve got our functionality — let’s get back to our test! One thing we can do is validate that the test has been setup correctly before touching anything else:

One of a few things I’m not thrilled with concerning the checkPermission method? It should throw an exception, in my opinion, if you pass in a Custom Permission name that doesn’t exist. It doesn’t do that. This is one of the other reasons I brought up the feature-flagging framework, above — it’s important that you isolate and minimize String-based parameters, both in your tests and in production-level code. It’s too easy for misspellings to go unnoticed, especially if you aren’t giving yourself the safety net that tests represent. Though it consumes an extra SOQL call, there is some wisdom to be gained in wrapping the checkPermission method to validate that the Custom Permission in question actually exists … for the moment, we’ll hold off on implementing something like that.

Anyway. The test is still failing. Let’s address that. One possible way to do so — and the method we’ll employ first — is to assign the Permission Set featuring the Custom Permission to our test user. There are ample pitfalls to this approach — which we’ll cover shortly — but we’re head’s-down in the “red, green, refactor” TDD methodology at the moment, and the only thing that matters presently is getting that test to pass.

Permission Sets are metadata; they’re retrievable in our tests without having to use the ‘seeAllData` test attribute (and you shouldn’t be using that attribute anyway). If you aren’t familiar with how Users are assigned to Permission Sets within Apex, the process is refreshingly simple:

Yes! Writing Apex is fun and easy! With any luck, we’ll be done with this requirement before lun—

Wait, what. Why is there still no Task being created? Is there some kind of async process surrounding permissions that is preventing the call to FeatureManagement.checkPermissions from returning true? Sure enough, debugging shows the value has not changed even after the Permission Set has been assigned. Well, that’s OK — we’re veterans of async deception in Apex, which means we know wrapping this thing in Test.startTest / Test.stopTest should force all async actions — including the presumed permissions updating — to complete. I’m thinking maybe I’ll have a caprese sandwi—

Hmm. OK, that … didn’t work. I didn’t expect that. What about if we wrap the calling code in System.runAs ? Even though we’re already running the test as ourself, maybe there’s something about running the test in another context that will help:

I’ll spare you the drama — the test is still failing. I’m recreating this experience, step-by-painful-step, as it happened to me when I first went to work on a feature like this. When it was happening to me, in the moment, I’ll admit — I was tempted to give up. I already had a test passing that verified the objects in question (which were not Opportunities for the project I was working on, but the same concept applies) were being filtered correctly. I knew the project’s code coverage was high enough that a few untested — and admittedly simple — lines were unlikely to arouse suspicion or red flags. But that’s not the Joys Of Apex way. Indeed, the thought of giving up so galled me that I was driven to continue. Deeper into the mysterious SObjects known as “Setup Objects” we will have to go …

There are quite a few objects that belong to the “Setup Object” category, which becomes relevant to us since we would like to both manipulate these objects and perform other DML (the Task insertion) within our test. We are typically spoiled when it comes to documentation on the SFDC platform, and this is no exception . Here are some of the more pertinent objects that I’ve run into which can generate the dreaded “mixed DML” setup object error when writing unit tests:

• PermissionSet
• PermissionSetAssignment
• ObjectPermissions (but, confusingly, not FieldPermissions ?)
• SetupEntityAccess

It’s that last one — SetupEntityAccess — which will prove crucial to aiding and abetting our unit tests. It turns out that in addition to the PermissionSetAssignment object, which is still required, we also need to ensure that our Permission Set is correctly set up with the reference for the Custom Permission in order for our test to work. This also forces us to make our test fully independent from the Permission Set that we’ve created — which is great. Since Permission Sets can be changed without running all tests, it’s possible to remove the Custom Permission we’ve created from our Permission Set and deploy without anybody being the wiser — until our unit tests are run the next time a code update is deployed! We’ll remove that possible failure point from our codebase and enjoy clean code in the process.

I’ll also mention that even after all of this was pieced together, I still had to do the Test.startTest() / Test.stopTest() song and dance prior to finally having success with just the plain System.runAs(user) method — only in the runAs context is a User’s Custom Permission status successfully re-calculated during testing!

Here’s what creating the full list of objects necessary to tie everything together looks like:

Putting it all together, our test now looks like:

Now we get a different error:

This is because the Ids generated by TestingUtils aren’t recognized by the database as valid — because the given Account and Contact records do not exist. This is where dependency injection / use of the Stub API comes into play, going back to the Mocking DML article :

And in the test:

Note that the singleOrDefault method throws if more than one element is present — the same as our old SOQL query safe-guard. Excellent. And the test passes! But maybe you’re more into the Stub API these days? This is a great chance to plug Suraj Pillai's UniversalMock Stub API framework for easy stubbing. There is one critical limitation with the Stub API, however — you can’t mock private methods.

This means that for mocking DML, you’re still “stuck” having a DML wrapper of sorts — which would then allow you to use the mock like so:

For mocking DML, I find the use of the Stub API a bit heavy (that’s a lot of casting!), but it’s good to point out its flexibility to people who may not be aware that a whole host of other options are available to them when testing complicated objects.

We’ve successfully decoupled our tests from any one Permission Set existing, and also shown how to test for the existence of Custom Permissions in isolation. The negative test — simply verifying that no Task is created if the User does not have the Custom Permission enabled — is left as a trivial exercise for the reader. The more serious task would be wrapping calls to FeatureManagement , as mentioned earlier, to validate that the Custom Permission exists — you can afford the extra SOQL call, hopefully, but this also makes the method non-bulk-safe.

Anyway, we’ve planted the seed for extensible permissions-based routing. I don’t have the answer for how to best dynamically gate functionality … at the moment, I would probably go the route of Custom Metadata being fed into a system calling FeatureManagement.checkPermission , with sensible defaults. One problem with the dynamic version of feature flagging is that it puts the onus on the business as a whole to eliminate dead code routes when certain features are deprecated; if your tests are properly self-isolating, the only way you would know that code was no longer reachable would be if somebody went and deleted the Custom Permission in question … otherwise, if it hangs out, without being assigned to any Permission Set, you have no intuitive, in-system, way to validate a feature being deprecated.

Despite this dead-code issue, I hope that I’ve given you plenty to think about when it comes to Custom Permissions. Worst case scenario, I’m simply confirming what you already know — Custom Permissions play nicely within Apex; you just need to be sure your tests are properly decoupled. I’ve uploaded the example code if you want to browse through on Github — till next time!

If you enjoyed this article, you might also enjoy the next one in the series — we explore the idiosyncracies and mismatches between Date fields in Formula Date Issues .

• ← The XY Problem In Programming
• Formula Date Issues →

InfallibleTechie

How to check custom permission assigned to the current user’s profile using apex in salesforce, sample salesforce custom permission:.

Sample Code:

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Biswajeet Samal's Blog

Sharing my it experience, check current user has a custom permission in salesforce using apex.

we can use FeatureManagement.checkPermission method, to determine which users have access to a specific custom permission.

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Test Apex using Custom Permissions with API to assign and unassign Custom Permissions on a test User

flexchecks/TestCustomPermissions

Folders and files, repository files navigation, testcustompermissions.

Use TestCustomPermissions.testSetup() to:

• Profile as Standard User
• Username as [Organization's ID]-[Datetime's Now's Time]-[Crypto's Random Integer]@example.com
• Email as Username
• LastName as X + Username converted into an API Name
• Insert a Permission Set whose Name equals User's LastName

Testing Custom Permissions

Constructing TestCustomPermissions.User :

• Username starts with Organization's ID
• Email starts with Organization's ID
• LastName starts with X + Organization's ID
• Asserts User is not assigned any Custom Permission
• Sets Permission Set ID as the first Permission Set whose Name equals User's LastName

TestCustomPermissions.User's Methods

CustomPermission[] getAssignedCustomPermissions()

• Returns a query of all Custom Permissions assigned to Permission Set ID

Id getCustomPermissionId(String developerName)

• Returns the Id of the ** Custom Permission** whose DeveloperName equals developerName
• Caches a Map<String, Id> of Custom Permission's DeveloperName -> ID.

TestCustomPermissions.User assignCustomPermission(String developerName)

• If not already assigned, assigns Custom Permission whose DeveloperName equals developerName to User 's Permission Set with Permission Set ID
• Asserts there exists a Custom Permission whose DeveloperName
• Returns this for chaining

TestCustomPermissions.User unassignCustomPermission(String developerName)

• If assigned, unassigns Custom Permission whose DeveloperName equals developerName to User 's Permission Set with Permission Set ID

TestCustomPermissions.User set(String developerName, Boolean isAssigned)

• Shorthand for assignCustomPermission and unassignCustomPermission
• If isAssigned equals true , returns assignCustomPermission(developerName)
• Else, returns unassignCustomPermission(developerName)
• Apex 100.0%

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