Mass Assign Salesforce Users to Multiple Permission Sets
Problem Statement How to assign multiple permission set / permission set groups to multiple users being on-boarded? A Salesforce Administrator may get request to on-board a set of users to different Permission Sets. Salesforce does not provide any way to add multiple users to multiple permissions sets on a single screen. Therefore the Admin would need to add each individual user to given Permission Sets one by one which will in-run increase the time to on-board new users. Solution Here are the steps to interactively select the users and assign them to multiple permission set / permission set groups on a single screen. 1. Login to https://www.packmagix.com using your Salesforce credentials. 2. Click on 'User Permissioner' menu item in the Home tab. 3. Search and add users you want to on-board using their name or email. 4. Click on 'View / Edit Perms' button. 5. Existing User Permissions will be displayed on the screen. 6. Change the Assigned permission (checkbox) for an...