View All Permissions for a Salesforce Profile or a Permission Set or a Permission Set Group

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Problem Statement

Hi,

Did you ever wanted to view all permissions for a given Salesforce Profile or a Permission Set or a Permission Set Group without navigating to different tabs in Salesforce ? Here is an article explaining how you can see all permissions of a Profile, Permission Set or a Permission Set Group on a single screen.


Solution

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

2. Click on 'Perms Analyzer by Persona' menu item in the Home tab.

3. Search and add a single persona Profile, Permission Set or Permission Set Group you want to check permissions of.

4. Click on 'View Persona Perms' button.


5. All the permissions including users assigned, system / user permissions, object level security and field level security will be displayed on the screen.




6. You can also filter the permissions by the permission name, profile, permission set or permission set group name using Quick Find box.

7. Click on 'Download as CSV' button in each section to download the user permissions in a CSV file for documentation purpose.


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