AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

P2P - Profiles to PermissionSet Migration Assistant

Migrating profiles permissions to permission sets.

Overview

Salesforce application for migrating permissions from profiles to permission sets (P2P application) There are two migration methods: Automatic and Manual.

1 of 8

  • Migration Flow: Manual migration consists of a 3-step process: retrieve metadata, create permission set, and preview permission set. Users can select specific metadata items to add to the permission set during manual migration.

  • Automatic migration involves migrating profile permissions to permission sets for various metadata types like Apex classes, objects, etc. The application will automatically migrate profile permissions and creates permission sets for each metadata.

  • User Assignment Flow: After creating permission sets, users can assign Permission Set(s)/ Permission Set Group(s) to users in a 2-step process.

  • The assignment flow includes choosing permission sets or groups and selecting users to assign the permission sets. Users have the flexibility to choose the specific permission sets or permission set groups to add to individual users.

  • Migration Tracking: Migration tracking will help analyse and track the migration process. It can help you track the status of the migraiton for a profile that in Inprogress,Not Started and Completed.

  • Migration Validation: Migration validation will help you validate the metadata that the user is assigned to for a given user in the org. You can validate the Field permission, Object Permissions and other metadata permissions that are assigned to a user.

Salesforce application for migrating permissions from profiles to permission sets (P2P application) There are two migration methods: Automatic and Manual.

Categories

Business Needs
Admin & Developer Tools
Developer Tools
Security
Industries
Horizontal Product
Personas
Administrator
Architect
Developer
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Managed Package
Lightning App Builder

More from Engineering Square LLC

  • Lightning Logger Plus+ (LWC, Flows, Apex Classes)
    by Engineering Square LLC
    No Ratings
    Lightning Logger Plus is a comprehensive logging solution for Salesforce LWC, Flows and Apex that enhances the development and debugging experience. This powerful tool enables developers to easily log and monitor important events,errors, and data changes.
    Admin & Developer ToolsData Backup & Storage

  • Insta Archive
    by Engineering Square LLC
    No Ratings
    The "Insta Archive" application is a robust Salesforce solution designed to streamline the process of exporting and archiving Salesforce data into CSV format. This application enables users to effortlessly convert their Salesforce records into CSV files,
    ProductivityIT & Administration

  • IntegratorPro : Your Integration Assistant
    by Engineering Square LLC
    No Ratings
    The Integrator Pro managed package is designed to record integration failures. It includes options for both automatic and manual retry, allowing users to specify the desired number of retry attempts. The retry feature can be easily toggled on or off.
    Admin & Developer ToolsDeveloper Tools

  • Engineering Square : Salesforce Expert Implementation
    by Engineering Square LLC
    We are Business Process Designers & Salesforce Engineers to help build great CRM Applications for your Happy Customers! Our Click Vs Code analysis and Quick Click approach helps you see ROI on Salesforce from start. We listen, analyze ,advise and design.