Managing profiles in the system and their permissions is a basic, albeit more than complex matter, in which some mistakes are unforgivable. Fortunately, Salesforce has developed permission sets, thanks to which data security has increased. Have all the problems with profiles been solved? Unfortunately, far from it. Barbora Šourková, a participant in the Women in Tech course and a reinforcement in the Enehana team, created Salesforce PermissionSet Helper.
This year marks 10 years since Salesforce first introduced
permission sets as an addition to the cornerstone of security gambling data japan on the force.com platform, profiles.
Today, working with permission sets is widespread and allows for more efficient implementation and management of permissions in an organization. For example, when creating multiple applications, it is easier to think about grouping permissions in the context of individual applications, rather than by user by default. But what to do when you get your hands on an organization with a complex structure along with a multitude of gigantic profiles?
To get a better overview of profiles, we can start by activating the Enhanced Profile User Interface directly in the organization settings. For more detailed analysis and various views of permissions, you can use tools such as the User Access and Permissions Assistant , which is available for free on the App Exchange and where you can, among other things, view permissions by individual system users.
If we are going to make changes to the permission settings in such an organization, it would be useful for us to decompose the complexity of profiles into permission sets. However, this is almost impossible to do manually, it would be very time-consuming and prone to errors. A program that does this work for us could help with this problem.
Salesforce PermissionSet Helper is an open-source
desktop application that enables the transformation of Salesforce how does good design generate more clicks? profiles into permission sets. This application will help us convert them into groups of permission sets, clean up the original profiles, and remove duplicate definitions, both by connecting directly to a Salesforce instance and locally to check metadata files and track changes in the versioning system.
The application will guide us through the transformation in five steps. From securely logging our device into the Salesforce instance via OAuth2, through selecting the types of permissions we want to move, removing duplicate permission sets, and uploading them back to our organization.
The application is available in the public GitHub thailand data repository , where you can download the current version and if you have experience with Java development, you can participate in its development. More information can be found at -helper . We look forward to your feedback or cooperation!
Barča worked as a data analyst and JAVA developer. She met Enehano while writing her thesis, which was about Salesforce Permissionset Helper.