This article explores system permissions and how they can be configured to help control the user experience. System Permissions provide users with the ability to complete a range of different functions in Salesforce, like creating reports, creating list views and managing users.


System Permissions can be accessed by selecting a Profile via the Setup Menu and clicking on the System Permissions option.


System Permissions should be reviewed internally and assigned to profiles strategically. For example, you may not want all users to be able to manage public reporting folders or create public list views, instead an approval process for deploying reports and views is recommended.




System Permissions can be enabled or disabled simply by clicking the checkbox next to the Permission Name. There are several options to be reviewed, some of the key functions to be considered include:

  • Author Apex - gives access to edit code, usually only assigned to System Administrator.
  • Bulk API Hard Delete - enables delete through the API, usually only assigned to System Administrator.
  • Allow sending of List Emails - allows users to send emails to lists of contacts. Permission assignment should be considered based on email strategy.
  • Create and Customize Dashboards - allows users to create and customise their personal dashboard. Permission assignment should be considered based on dashboards strategy.
  • Create and Customize List Views - allows users to create and customise their personal lists views. Permission assignment should be considered based on list view strategy.
  • Create and Customize Reports - allows users to create and customise their personal reports. Permission assignment should be considered based on reporting strategy.
  • Create Dashboard Folders - allows users to create dashboard folders. Permission assignment should be considered. Usually a permission for managers.
  • Create Report Folders - allows users to create report folders. Permission assignment should be considered. Usually a permission for managers.
  • Customize Application - provides access to the Setup Menu for system configuration. Usually limited to System Administrators and Database Administrators.
  • Edit My Dashboards - allows users to edit their personal dashboards. Useful for all standard users.
  • Edit My Reports - allows users to edit their personal reports. Useful for all standard users.
  • Export Reports - allows users to export reports to CSV or Excel. Permission assignment should be considered.
  • Hide option to switch to Classic - prevents users from using Classic View.
  • Lightning Experience User - enables users to access the Lightning interface.
  • Manage Dashboards in Public Folders - allows users to create, update, delete public dashboard folders. Usually a permission for managers.
  • Manage Public List Views - allows users to create, update, delete public list views. Usually a permission for managers.
  • Manage Reports in Public Folders - allows users to create, update, delete reports in public folders. Usually a permission for managers.
  • Manage Users - allows the user to create and update user records, reset passwords, etc. Usually only assigned to System Administrators and Database Administrators.
  • Mass Edits from Lists - allows users to update records from the list view. Useful for all standard users.
  • Modify All Data - allows users to create, edit and delete all data in the system. Permission assignment should be considered based on sensitivity of the data. This will update all data objects to have Create, Read, Update and Delete access for the profile.
  • Run Reports - allows users to run reports. Useful for all standard users.
  • Send Email - allows users to send emails from the system. Permission assignment should be considered based on email strategy and available email templates.
  • View All Data - allows users to view all data in the system. Permission assignment should be considered based on sensitivity of the data. This will update all data objects to have a minimum of Read access for the profile.