Overview of Functional Permissions for Accounting

We have redesigned Accounting permissions and the FinancialForce security model. This provides a robust and focused approach to manage user security. From Fall 2021, we have started to introduce a series of functional permissions. As this functionality is being delivered over successive releases and is not yet complete, we recommend that you do not implement the functional permissions contained in this release.

Salesforce introduced permission set groups in their Spring 2020 release. Permission set groups add an additional level of control to permission sets. All the benefits of using profiles are now also available for permission sets, without the administrative overhead. For more information, see the Salesforce release notes for Spring ‘20, "Permission Set Groups: Greater Flexibility in Granting Permissions (Generally Available)".

Salesforce Object Permissions Required for Permission Checks

Note: For functional permissions to work correctly, you must ensure permission and security access is correctly configured. All Salesforce standard objects requiring CRUD (Read, Create, Update, and Delete) access, and all fields requiring field-level security access needed on each permission set are listed in “Standard Objects and Field Permissions” in Permission Sets and Other Technical Documentation. For more information, see Permission Sets and Other Technical Documentation.