# Permission sets, licenses and permission set groups

*Agentforce Nonprofit Consultant Study Guide · Agentforce Nonprofit Setup · Last updated November 3, 2026 · https://www.certifyforce.com/study-guide/agentforce-nonprofit-consultant/agentforce-nonprofit-setup/permission-sets-licenses-and-permission-set-groups*

How permission set licenses, managed permission sets and permission set groups fit together in Agentforce Nonprofit, how to extend or trim managed sets without cloning them, which permission set each shared feature needs, and the Grantmaking, Care Plans and Dynamic Assessments sets.

- Certification: Salesforce Agentforce Nonprofit Consultant
- Exam section: Agentforce Nonprofit Setup
- Study guide: https://www.certifyforce.com/study-guide/agentforce-nonprofit-consultant

**Official exam objective:**

> Enable features of Agentforce Nonprofit and assign related permissions sets and permission set licenses.

## What the exam expects

- Explain how a permission set license, a permission set and a permission set group differ, and when a license is assigned for you.
- Add or remove permissions for a group of users without cloning or editing a managed permission set.
- Name the permission set a user needs for a shared feature such as Group Membership, Record Alerts, Omniscripts, segments, life events or Outcome Management.
- Assign the right Grantmaking permission set to CRM users, reviewers and site users, and check what a set grants.
- Give caseworkers the permission sets and field-level security for care plans and Dynamic Assessments.
- Key terms: **permission set license** (entitles users to features beyond their user license); **managed permission set** (a set Salesforce ships and updates); **permission set group** (a bundle of permission sets assigned as one); **muting permission set** (disables selected permissions inside one group).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Licence without permission set | Grants nothing; missing licence gives an assignment error | [Permission Set Licenses](https://help.salesforce.com/s/articleView?id=platform.users_permissionset_licenses_overview.htm&type=5&language=en_US) |
| Grantmaking licence | Assigned automatically by the Grantmaking permission sets | [Grantmaking Editions and Permissions](https://help.salesforce.com/s/articleView?id=grmk_grantmaking_permission_sets.htm&language=en_US&type=5) |
| See a set's contents | View Summary on the permission set's detail page | [Grantmaking Editions and Permissions](https://help.salesforce.com/s/articleView?id=grmk_grantmaking_permission_sets.htm&language=en_US&type=5) |
| Extend a managed set | Custom set in a permission set group with the managed set | [Security and Permissions](https://help.salesforce.com/s/articleView?id=sfdo.NPC_Nonprofit_Cloud_Permission_Sets.htm&language=en_US&type=5) |
| Muting limit | Up to one muting permission set per group | [Muting Permission Sets](https://help.salesforce.com/s/articleView?id=platform.perm_set_groups_muting.htm&type=5&language=en_US) |
| Muting scope | Only users assigned through that group | [Muting Permission Sets](https://help.salesforce.com/s/articleView?id=platform.perm_set_groups_muting.htm&type=5&language=en_US) |
| Fundraising users | Fundraising_User group; admins Fundraising_Admin | [Fundraising Editions and Permissions](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_editions_and_permissions.htm&type=5&language=en_US) |
| Grantmaking site users | Grantmaking for Experience Cloud | [Grantmaking Site](https://help.salesforce.com/s/articleView?id=ind.grmk_set_up_grantmaking_site.htm&language=en_US&type=5) |
| Care plans users | Care Plans Access, Advanced Program Management, Action Plans, Interaction Summary | [Care Plans Editions and Permissions](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_care_plans_editions.htm&language=en_US&type=5) |
| Onsite assessments | Add Industries Visit | [Dynamic Assessments Prerequisites](https://help.salesforce.com/s/articleView?id=sf.psc_dynamic_assessments_prerequisites.htm&language=en_US&type=5) |

## Check yourself

- Why does a user who holds a muted permission through a profile still have it?
- How many muting permission sets can one permission set group contain?
- When do caseworkers running Dynamic Assessments also need Industries Visit?
- What happens when you assign a permission set to a user who lacks its required licence?

## Sources

- [Security and Permissions for Nonprofit Cloud](https://help.salesforce.com/s/articleView?id=sfdo.NPC_Nonprofit_Cloud_Permission_Sets.htm&language=en_US&type=5)
- [Grantmaking Editions and Permissions](https://help.salesforce.com/s/articleView?id=grmk_grantmaking_permission_sets.htm&language=en_US&type=5)
- [Fundraising Editions and Permissions in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_editions_and_permissions.htm&type=5&language=en_US)
- [Care Plans Editions and Permissions](https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_care_plans_editions.htm&language=en_US&type=5)
- [Dynamic Assessments Prerequisites](https://help.salesforce.com/s/articleView?id=sf.psc_dynamic_assessments_prerequisites.htm&language=en_US&type=5)
- [Set Up a Grantmaking Experience Cloud Site](https://help.salesforce.com/s/articleView?id=ind.grmk_set_up_grantmaking_site.htm&language=en_US&type=5)
- [Permission Set Licenses](https://help.salesforce.com/s/articleView?id=platform.users_permissionset_licenses_overview.htm&type=5&language=en_US)
- [Permission Set Groups](https://help.salesforce.com/s/articleView?id=platform.perm_set_groups.htm&type=5&language=en_US)
- [Muting Permission Sets](https://help.salesforce.com/s/articleView?id=platform.perm_set_groups_muting.htm&type=5&language=en_US)
- [Enable and Configure Nonprofit Cloud Features](https://help.salesforce.com/s/articleView?id=sfdo.npc_enable_and_configure_nonprofit_cloud_features.htm&type=5&language=en_US)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 16 linked practice questions, and unlimited timed mock exams are included with the Agentforce Nonprofit Consultant pack (USD $19): https://www.certifyforce.com/practice-exams