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Showing posts with the label Users

Find Users Assigned to a Salesforce Permission

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Hi, Did you ever wanted to find all users that got a given permission (e.g. Delete Accounts)? If yes, Here is an article explaining how you can find all users assigned by a given permission.  Salesforce does not provide any automatic way to find out all users who are assigned to a specific permission. You have to navigate to all permission sets with the given permission (e.g. Delete Account) and then manually find the users by checking the users assigned to each of the permission set with that permission. Solution 1. Login to https://www.packmagix.com using your Salesforce credentials. 2. Click on ' Users Assigned by Perm ' menu item in the Home tab. 3. Select the permission ( System Permission / Object Permission / Field Permission ) by which you want to find users. 4. Click on ' Get Users Assigned ' button. 5. All the Users Assigned with the given permission will be displayed on the screen. 6. All the Personas (Profile / Permission Set / Permission Set Group) will ...

Mass Assign Salesforce Users to Multiple Public Groups

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Problem Statement How to assign multiple public groups to multiple users on a single screen? As an admin you may get a request to on-board few new users. Depending on the personas the users being added they may also need to be added to different set of public groups.  Salesforce does not provide a way to mass assign multiple users to different public groups on a single screen. Salesforce would allow only 1 user to be added to given public groups at a given time. Solution Here are the steps to interactively select the users and assign them to multiple public groups on a single screen. 1. Login to https://www.packmagix.com using your Salesforce credentials. 2. Click on 'Group Assigner' 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 Group Assignments' button. 5. Existing Public Group assignments for given users will be displayed on the screen. 6. Change the Assigned permission (checkbox) for any ...

Mass Assign Salesforce Users to Multiple Permission Sets

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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...