Hide Salesforce (or PipeLaunch) Lightning Web Components based on Permission Sets
This will allow to to select which users can see the PipeLaunch components.
Go to Setup
Search for Custom Permissions and click on New
Call the new Custom Permision PipeLaunch View and click Save
Search for Permission Sets and click on New
Call the new Permission Set PipeLaunch View and click Save
Open the new Permission Set called PipeLaunch View
Select Custom Permissions
Click on edit
Move the PipeLaunch View over
So that it is under Enabled Custom Permissions and Save
Go to the Permission Set that was created in step 5.
Select Manage Assignments
Click on Add Assignments
Select the user you want to add click Next
On the next page click Assign
Adding the Custom Permission to the Components that should not be visible to specific users
Edit page of the desired component (Contact, Lead, Account, Opportunity) and go to Edit Page
Select the desired component and click on + Add Filter
Click on Advanced
Use the selection as displayed below Permissions / Custom Permission / PipeLaunch_View
Click on Done and it should now display an eye icon.
Without Permission Set PipeLaunch View
With Permission Set PipeLaunch View
Creating the Permission Set and the Custom Permissions
Go to Setup
Search for Custom Permissions and click on New
Call the new Custom Permision PipeLaunch View and click Save
Search for Permission Sets and click on New
Call the new Permission Set PipeLaunch View and click Save
Open the new Permission Set called PipeLaunch View
Select Custom Permissions
Click on edit
Move the PipeLaunch View over
So that it is under Enabled Custom Permissions and Save
Go to the Permission Set that was created in step 5.
Select Manage Assignments
Click on Add Assignments
Select the user you want to add click Next
On the next page click Assign
Adding the Custom Permission to the Components that should not be visible to specific users
Edit page of the desired component (Contact, Lead, Account, Opportunity) and go to Edit Page
Select the desired component and click on + Add Filter
Click on Advanced
Use the selection as displayed below Permissions / Custom Permission / PipeLaunch_View
Click on Done and it should now display an eye icon.
The result will look like this
Without Permission Set PipeLaunch View
With Permission Set PipeLaunch View
Updated on: 18/08/2023