Agentforce Nonprofit Setup22% of the exam
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.
Enable features of Agentforce Nonprofit and assign related permissions sets and permission set licenses.
~7 min read · 16 practice questions ·
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
Licence without permission set
- Detail
- Grants nothing; missing licence gives an assignment error
Grantmaking licence
- Detail
- Assigned automatically by the Grantmaking permission sets
See a set's contents
- Detail
- View Summary on the permission set's detail page
Extend a managed set
- Detail
- Custom set in a permission set group with the managed set
Muting limit
- Detail
- Up to one muting permission set per group
Muting scope
- Detail
- Only users assigned through that group
Fundraising users
- Detail
- Fundraising_User group; admins Fundraising_Admin
Grantmaking site users
- Detail
- Grantmaking for Experience Cloud
Care plans users
- Detail
- Care Plans Access, Advanced Program Management, Action Plans, Interaction Summary
Onsite assessments
- Detail
- Add Industries Visit
Sources for this section (8)
- Permission Set Licenseshelp.salesforce.com (opens in a new tab)
- Grantmaking Editions and Permissionshelp.salesforce.com (opens in a new tab)
- Security and Permissionshelp.salesforce.com (opens in a new tab)
- Muting Permission Setshelp.salesforce.com (opens in a new tab)
- Fundraising Editions and Permissionshelp.salesforce.com (opens in a new tab)
- Grantmaking Sitehelp.salesforce.com (opens in a new tab)
- Care Plans Editions and Permissionshelp.salesforce.com (opens in a new tab)
- Dynamic Assessments Prerequisiteshelp.salesforce.com (opens in a new tab)
- 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?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Agentforce Nonprofit Consultant pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 22 lessons of the Agentforce Nonprofit Consultant guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Practice exams purchase adds inline bank questions and topic practice (16 questions for this lesson)
- An official source cited for every claim
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