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Version: 2

Plinqx Publisher Custom Permissions

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Available: Base

Overview​

Plinqx Publisher Custom Permissions allow you to control access to specific Plinqx capabilities using Salesforce's permission model. Custom permissions can be referenced by Apex/Flow to enable or restrict features, and are typically granted to users via Permission Sets (recommended) or Profiles.

This guide covers how to:

  • View existing Plinqx custom permissions
  • Create a new custom permission in Plinqx Publisher
  • Assign a custom permission to users via a Permission Set

Prerequisites​

  • Plinqx package installed in the Salesforce org
  • You have access to the Plinqx app and the Publisher tab
  • To assign permissions, you must have permission to manage Permission Sets (typically System Administrator)

Where to find Custom Permissions (Plinqx)​

  1. Open the Plinqx app.
  2. Click Publisher.
  3. Go to Events and Endpoints (Custom Permissions).

Custom Permissions list

View an existing Custom Permission​

  1. From Events and Endpoints (Custom Permissions), locate the permission you want to review.
  2. Click the row to open the detail panel.
  3. Review:
    • Label
    • API Name
    • Description

Custom Permission details

Create a new Custom Permission​

  1. From Events and Endpoints (Custom Permissions), click New.
  2. In New Custom Permission, complete the fields:
    • Label: Human-readable name (e.g., API Access)
    • Developer Name (API Name): System name (e.g., API_Access)
    • Description: Explain what the permission enables
  3. Click Create.

New Custom Permission modal

Example of a completed form:

Completed Custom Permission form

While the permission is being created, you may briefly see a loading indicator:

Creating Custom Permission

After creation, a success message appears and the new permission is shown in the list:

Custom Permission created

  • Use Refresh to reload the list after changes.
  • Use the Search box to quickly filter permissions by label or API name.

After creating a custom permission, users will not receive it automatically. Grant it via a Permission Set:

  1. Go to Setup -> Permission Sets.
  2. Open an existing Permission Set (or create a new one).
  3. In the Permission Set, search for Custom Permissions.
  4. Click Edit.
  5. Add the required Plinqx custom permission(s) and Save.
  6. Assign the Permission Set to the relevant users.

Tip: Prefer Permission Sets over Profiles so you can grant Plinqx capabilities in a modular way without changing baseline profile access.

Troubleshooting​

I created a permission but it doesn't appear​

  • Click Refresh on the Custom Permissions page.
  • Confirm you have access to the relevant Plinqx Publisher page.

Users still can't access the feature​

  • Confirm the custom permission is added to the user's Permission Set.
  • Confirm the user is assigned the Permission Set.
  • If the feature is gated by additional permissions (e.g., object access, Apex class access), verify those as well.
  • Label: Use clear, business-friendly names (e.g., Outbound API: Execute).
  • API Name: Use consistent prefixes and underscores (e.g., Outbound_API_Execute).
  • Description: State the intent: "Allows users to execute outbound API calls via Plinqx Publisher."