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Permatrix: The Fastest, Easiest Way to Navigate Permissions.
Convert. Export. Simplify Permissions Visibility & Enhance Audit Readiness.
Payment required to increase usage, users, or features. Discounts available for nonprofits.
- Industries
- Horizontal ProductFinancial ServicesProfessional Services
- Business Need
- ProductivityIT & AdministrationAudit & Compliance
- Requires
- None
- Compatible With
- Sales CloudService CloudFinancial Services Cloud
Simulate and Assign new Permission Set combinations! Compare Field access, Convert Profiles, Export dataloader-ready CSVs, and visualize Permission assignments in seconds! Reduce time spent in Setup menus and improve User Management & Admin efficiency!
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- None
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudService CloudFinancial Services Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedForce.comDeveloper
App Details
- Version
- Permatrix/Fall 2025 1.27.0
- Listed On
- 08/22/2022
- Latest Release
- 08/11/2025
- Supported FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.No LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.
- Native AppNo LimitsLightning ReadySalesforce ShieldManaged PackageLightning App Builder
- Package ContentsIf 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: 5Custom Tabs: 3Custom Apps: 0
- Lightning Components
- Global: 14App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
Permatrix is a platform-native solution built for compliance, audits, security, cleanup, data migrations, and best practices—offering more time savings, better organizational security, and improved audit readiness. Permatrix significantly reduces the level of effort needed to effectively structure, manage, and analyze permissions and metadata in Salesforce, turning hours-long administrative work into clicks. Visualize permissions in seconds without complex menus. See which active users have duplicate permissions stemming from multiple sources. Simulate and Assign New Permission Set combinations! Export search results into clean, dataloader-ready csv files for easier data migrations. Have a Metadata Dictionary with export capabilities to quickly locate Field properties slowing down your deployments. Convert multiple Profiles to Permission Sets in a few clicks! Search by Source (Profile, Permission Set, or Permission Set Group) for a detailed look into each permission it's granting — all on one screen. Compare Permissions across users! Turn hours into clicks and significantly improve your Org's permissions model. Link to Purchase: https://www.leedssource.com/permatrix-plus
Need help?
LeedsSource LLC
Norwood, MA, USA
For Permatrix product support, please send us an email at: permatrixsupport@leedssource.com. For detailed instructions, the Permatrix User Guide can be found in the Customer Resources section.