Bulk View or Setup Salesforce Field Permissions

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Problem Statement

How to setup Field Permissions (Field Level Security) for new custom fields added for multiple Profiles / Permission Sets on a single screen instead of navigating to Object Settings - Field Permissions section of each Profile / Permission Set?

Currently Salesforce does not provide any way to setup Field Permissions for multiple Profiles or multiple Permission Sets at a time. The Salesforce developer or admin has to to each individual profile or permission set to setup the Field Permissions separately which is time consuming and tedious to do.

Solution

Here are the steps to interactively select and setup Field Permissions for multiple Profiles or Permission Sets on a single screen.


1. Login to https://www.packmagix.com using your Salesforce credentials.

2. Click on 'Field Level Security' in the Home tab.

3. Select an Object name e.g. 'Account'

4. Then select all the custom fields for which you want setup FLS and click on 'Add to Package' button.

5. Click on 'View / Edit Perms' button.


6. Change the Read (R) / Edit (E) permissions for any Profile / Permission Set for all the fields on single screen.

7. Click on 'Save Perms' button to save your changes. The button will show processing icon while saving until the changes are saved successfully.


8. Click on 'Back' button and click on 'View / Edit Perms' button again to verify that your changes are saved.

9. Click on 'Download as CSV' button to download the FLS settings in a CSV file.

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