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Org Security Center - Profile & Permission Set Management

Find risks, improve access, merge profiles, and optimize security.

Overview

Analyze profiles, permission sets, permission assignments, and field level security. Track user activity timeline, relationship hierarchy, Salesforce limits, and folder sharing. Bulk edit permissions, merge similar profiles, and document user access.

See How Org Security Center - Profile & Permission Set Management Works

Analyze Profiles, Permission Sets, Permission Set Groups, and Combined Security. Reveal true user access across apps, objects, fields, flows, Apex, tabs, layouts, record types, custom metadata, and field-level security.
Manage User Permission Assignments with bulk edits, profile cleanup, replacement Permission Sets, Permission Set Groups, and assignment reports that reduce security clutter without changing effective user access.
Track user activity over time with a unified timeline for logins, API calls, Apex executions, downloads, dashboard views, setup changes, object history, failed logins, and other high-risk security events.
Visualize and manage User Role, Account, and Contact hierarchies. Reparent nodes with drag-and-drop, color-code risk, assign users to roles, audit access paths, and document reporting structures.
Monitor Salesforce Limits for org resources and custom objects. Track API usage, storage, field counts, capacity, thresholds, low-availability warnings, and resource exhaustion before limits disrupt work.
Audit Folder Sharing across Reports, Dashboards, Documents, Content Workspaces, Email Templates, and Wave Applications. Reveal direct and inherited View, Edit, and Manage access for users, roles, and groups.
Support compliance reviews for CCPA, COPPA, HIPAA, GDPR, PCI, PII, and SOX with audit-ready documentation, scheduled reports, evidence exports, permission matrices, and actionable remediation workflows.
Move from security discovery to remediation. Actionable reports and AI-assisted org intelligence help admins clean assignments, remove redundant permissions, optimize least privilege, and document governance results.
Export security intelligence in CSV, HTML, PDF, and Native Excel formats. Share audit evidence, governance dashboards, permission matrices, folder sharing details, AI-ready findings, and cleanup plans with stakeholders.

PROFILES AND PERMISSION SETS • Document true access across Profiles, Permission Sets, Permission Set Groups, users, objects, fields, apps, tabs, flows, Apex, layouts, record types, and custom metadata with a visual matrix. Combined Security shows base profile access plus added or redundant permissions. USER PERMISSION ASSIGNMENTS • Bulk edit assignments, merge similar Profiles, create replacement Permission Sets, build Permission Set Groups, and move from profile clutter to least privilege. USER ACTIVITY TIMELINE • Investigate logins, API calls, Apex executions, downloads, dashboard views, setup changes, object history, and high-risk behavior for incident response. RELATIONSHIP HIERARCHIES • Visualize, edit, color-code, and document User Role, Account, and Contact hierarchies with drag-and-drop controls. SALESFORCE LIMITS • Monitor org and object limits, storage, API usage, and low-availability thresholds with scheduled alerts. FOLDER SHARING • Reveal direct and inherited access to Reports, Dashboards, Documents, Content Workspaces, and Email Templates by User, Group, and Role. Built for compliance, governance, tech debt cleanup, and AI-assisted org transformation.