Skip to main content
Conga Support

Security and Permission Sets for Visualforce Pages

Here are some different options for setting the security of Visualforce® pages:

Create a Permission Set

This option allows global access to all Visualforce pages that you create. Follow these steps:

  1. In Salesforce®, click Setup.
  2. In the Administration Setup section, click Manage Users and click Permission Sets.
  3. Click New.
  4. In the Label box, type ActionGrid Visualforce Pages. The API Name field will automatically populate based on the Label entry.
  5. From the User License list, select the type of users who will use this permission set. Or, leave this section blank to make the Visualforce pages available to multiple profiles.
  6. Click Save.
  7. In the next screen, click VisualForce Page Access.
  8. Click Edit.
  9. In the Available Visualforce Pages section, select the Visualforce pages you created and click Add to add them to the Enabled Visualforce Pages section.
  10. Click Save.
  11. Add individual users to the permission set. See Assign Permission Sets for instructions.

Add Visualforce Pages to a User Profile

This option grants permission for specific user profiles to view certain pages. Follow these steps:

  1. In Salesforce, click Setup.
  2. In the Administration Setup section, click Manage Users and click Profiles.
  3. Select a profile by clicking its Name link, for example:

  4. Move the cursor over the Enabled Visualforce Page Access link and click Edit.
  5. In the Available Visualforce Pages section, select the Visualforce pages you created and click Add to add them to the Enabled Visualforce Pages section.
  6. Click Save.

Enable Profile Access for Visualforce Pages

These steps are similar to the previous section.

  1. In Salesforce, click Setup.
  2. In the App Setup section, click Develop and click Visualforce Pages.
  3. Click the Security link next to the desired Visualforce page.
  4. Select profiles from the Available Profiles list, and click Add to move them to the Enabled Profiles list.
  5. Click Save.
  • Was this article helpful?