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View setup and configuration permission salesforce

Learn how to view, set up, and configure permissions in Salesforce to manage user access and security effectively. Explore best practices for permission settings

View setup and configuration permission salesforce
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In Salesforce, the View Setup and Configuration permission is a system-critical tool that allows users to view administrative and setup settings without modifying them. This permission is essential for users who need to audit, troubleshoot, or analyze system configurations, object settings, and metadata without making unintended changes.

Mastering the assignment, management, and control of the View Setup and Configuration permission empowers you to provide the necessary access without compromising security or data integrity. This understanding puts you in control, ensuring the system operates at its best.

This guide covers:

  • What View Setup and Configuration permission does
  • Who needs this permission
  • How to enable and assign it
  • Security risks and considerations
  • Best practices for managing permissions in Salesforce

What is View Setup and Configuration Permission?

The View Setup and Configuration permission grants users read-only access to Salesforce's setup and administrative settings. Users with this permission can:

  • View App Setup and Administrative Settings
  • Access Object Configurations, Record Types, Page Layouts, and Field-Level Security
  • Run User Reports and View the Setup Audit Trail
  • Check Field Accessibility for Users
  • Review Installed Packages and Metadata Components
  • Analyze Org-Wide Settings, Sharing Rules, and Role Hierarchies

However, users cannot modify any settings unless they have additional permissions like Customize Application.

Who Needs View Setup and Configuration Permission?

This permission is primarily assigned to business users, auditors, and IT teams who need to analyze system configurations without making changes.

Role Purpose
Business Analysts Review system configurations to ensure alignment with business processes.
Auditors & Compliance Teams Conduct security and compliance audits.
Developers & IT Support Troubleshoot issues related to object structures, API settings, and metadata.
Delegated Administrators View system settings but cannot make changes unless given additional permissions.
Third-Party Vendors (Limited Access) Allows integration partners to view configurations for troubleshooting.

Example: If a business analyst needs to check object settings but does not need to modify them, they should be given View Setup and Configuration instead of full admin rights.

How to Enable View Setup and Configuration Permission

To grant View Setup and Configuration permission, follow these steps:

Step 1: Create a Permission Set

  • Log in to Salesforce as an Admin.
  • Navigate to Setup (⚙️ Gear Icon).
  • Search for Permission Sets in the Quick Find Box.
  • Click New Permission Set.
  • Enter a Label and API Name.
  • Select the User License Type (e.g., Salesforce, Service Cloud, etc.).
  • Click Save.

Step 2: Assign View Setup and Configuration Permission

  • Open the Permission Set.
  • Scroll down to System Permissions.
  • Click Edit.
  • Locate View Setup and Configuration and check the box.
  • Click Save.

Step 3: Assign the Permission Set to Users

  • Open the Permission Set.
  • Click Manage Assignments → Add Assignments.
  • Select the Users who need this permission.
  • Click Assign → Done.

The selected users now have read-only access to setup and configuration settings.

Security Considerations & Risks

While the View Setup and Configuration permission is read-only, it's important to be aware of the potential security risks it poses. Understanding these risks will help you navigate the system with caution and maintain data security.

  • Exposes Setup Data: Users can see critical configurations like APEX classes, workflow rules, and security settings.
  • Potential Compliance Risks: If sensitive business logic is visible, unauthorized access could lead to compliance issues.
  • Indirect Data Exposure: Users can access metadata, object structures, and user roles, which could be used to infer business processes.

Best Practice: Restrict this permission to users who absolutely need it. Do not grant it to Standard Users unless necessary.

Best Practices for Managing View Setup and Configuration Permission

  • Use Permission Sets Instead of Profiles: Assigning permissions through Permission Sets makes access control easier.
  • Follow Least Privilege Principle: Only provide this permission to users who truly need it.
  • Monitor User Activity: Use Setup Audit Trail to track which users are viewing system configurations.
  • Regularly Review Permissions: Conduct quarterly security audits to remove unnecessary access.
  • Combine with Other Read-Only Permissions: For enhanced security, combine this permission with "Read All Data" instead of full admin privileges.

Common Use Cases for View Setup and Configuration Permission

  • Security Audits: Compliance teams checking Salesforce Shield settings.
  • Metadata Analysis: Developers review API names and object structures before integration.
  • User Access Review: IT teams are validating role hierarchies and sharing rules.
  • RUser Access Review: IT teams are validating role hierarchies and sharing rules.
  • Installed Package Review: Business analysts examining managed app configurations.
  • Troubleshooting Lightning Pages: Some Lightning components and Visualforce pages require this permission for users to access them.

Limitations of View Setup and Configuration Permission

Limitation Details
No Edit Access Users cannot modify any setup settings.
Cannot Manage Users Cannot create, edit, or deactivate users.
No Process Builder Access Users cannot view Process Builders unless given additional permissions.
No Public Group Visibility Does not grant access to view Public Groups and Queue Memberships.

Workaround: If users need read access to Process Builders, assign 'Manage Flow' and 'View All Data' along with 'View Setup and Configuration'. This workaround allows users to access Process Builders even without specific permission

FAQs

Conclusion

View Setup and Configuration permission in Salesforce is essential for organizations that need transparency, compliance, and troubleshooting capabilities without granting full admin rights.

By following best practices in assigning and managing this permission, businesses can enhance security, prevent unauthorised access, and maintain system integrity.

Dadich Rami
Salesofrce Consultant and Project Manager

Dadhich Rami is an experienced professional with over 8 years in the tech industry, specializing in both Android development and Salesforce solutions. He began his career as an Android developer, focusing on creating user-friendly and efficient mobile applications. Over time, Dadhich expanded his expertise to Salesforce, where he has customized and optimized CRM systems to meet diverse business requirements. Alongside his development skills, Dadhich now works as a project manager, leading teams to successfully deliver projects that are on time, aligned with business goals, and equipped with the right technical solutions. With a strong background in both development and project management, Dadhich is dedicated to producing high-quality work and bringing innovative ideas to every project he undertakes.