FAQ-001487 - Permission Set Security / Permission Set Design and Best Practices

To properly implement permission sets for managed package users, follow these steps: 1. **Define Permission Sets**: Include necessary object and field-level permissions, along with any other access required for the package functionality. 2. **Assign During Installation**: Use the "Install for Admins Only" option to limit access initially. Assign permissions to other users based on their roles and responsibilities after installation. 3. **Dynamic Assignment**: If needed, use Apex or the Metadata API to programmatically assign permission sets. Ensure the logic checks for appropriate user context and permissions. 4. **Avoid Over-Assigning**: Do not assign custom permissions to all profiles during installation if the "Install for All Users" option is selected. Instead, provide clear documentation for administrators to assign permissions selectively. 5. **Audit Regularly**: Review assigned permission sets periodically to ensure compliance with security and access control policies.