OOTB30: How to Use Custom Permission in Salesforce Flow 2025 || Custom Permission Use case || SFDC

Опубликовано: 18 Март 2026
на канале: Salesforce AI Champions
148
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In this video, you’ll learn how to use Custom Permissions in Salesforce Flow (2025 edition) to control who can deactivate a Product record.
This walkthrough covers the full setup, including creating the Custom Permission, assigning it through a Permission Set, and validating access within a Record-Triggered Flow.
If users have the Custom Permission, they’ll be allowed to deactivate the Product. If not, the Flow will block the action.

What you’ll learn:
• When to use Custom Permissions in Flows
• How to create and assign the Custom Permission
• How to configure a Record-Triggered Flow to validate access
• How to guide users with meaningful error messages
• Best practices for access control in 2025

Perfect for admins, consultants, and anyone working on secure automation in Salesforce.

Timestamps

00:00 Intro
00:22 Use case explained
02:50 Create the Custom Permission
03:15 Assign it to a Permission Set
04:50 Build the Record-Triggered Flow
07:00 Add the Custom Permission check in Flow
11:25 Test with a user without having the CP
12:00 Add the Permission Set to your user
12:20 Test with a user having the CP

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Playlists:

SALESFORCE FLOWS PLAYLIST:
   • FLOWS  

OMNISTUDIO PLAYLIST:
   • BUSINESS RULES ENGINE || OMNISTUDIO  

SALESFORCE OUT OF THE BOX PLAYLIST:
   • SALESFORCE OUT OF THE BOX  

SALESFORCE APEX TRIGGERS PLAYLIST:
   • APEX TRIGGERS  

SALESFORCE AGENTSTUDIO PLAYLIST:
   • AGENTSTUDIO  

SALESFORCE DATA CLOUD PLAYLIST:
   • DATA CLOUD  

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Other Custom Permission Tutorials:
OOTB29: Part2 Custom Permission | Stop Users from Editing Opportunity Rating Using Custom Permission: (Validation Rule usecase)
   • OOTB29: Part2 Custom Permission | Stop Use...  


OOTB28: Custom Permission + Lightning Pages Complete Visibility Control || Hide Components Smart Way
   • OOTB28: Custom Permission + Lightning Page...  
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#salesforce #salesforceflow #custompermission #flowbuilder #admin #salesforcetutorial #salesforce2025 #clicksnotcode #salesforceadmin #automation