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PermissionSet Assignment Automation

PermissionSet Assignment Automation

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Business Need
Admin & Developer Tools

Compatibility

Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
Lean Profile Enriched PermissionSet/LeanProfileEnrichedPermissionSet 1.0.0
Listed On
07/15/2020
Latest Release
03/03/2022
Supported Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Lightning Ready
Editable Code
Multiple Currencies
Person Accounts
Salesforce Shield
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.0.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
07/14/2020

Additional Details

The objective of this app is to achieve a lean profile and enriched permission set goal. Profile management is very tricky especially in the world of DevOps. This app will allow users to keep profiles lean and manage most of the access via PermissionSet. How It Works => On the new user setup, it tries to find if there is a PermissionSet with the same name as Profile. If yes, it assigns the PermissionSet to the user. => On update of the profile of a user, it tries to find if there is a PermissionSet with the same name as Profile. If yes, it searches if the PermissionSet is assigned to the user, if yes it removes that PermissionSet from the user. If no, it doesn't do anything. => On update of the profile of a user, it tries to find if there is a PermissionSet with the same name as new assigned Profile. If yes, it searches if the PermissionSet is assigned to the user, if yes it doesn't do anything. If no, it assigns the PermissionSet to the user. => This app doesn't add/remove any other PermissionSet to users, so to meet your business objective, if you have assigned other PermissionSet to users, it will continue working as expected.

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