Instant Permissions Cloner
Clone user access, migrate from Profiles and consolidate Permission Sets
Overview
Migrate from Profiles to Permission Sets, clone users and their access within or across Salesforce orgs, consolidate Permission Sets and manage licences. Reduce manual setup and simplify onboarding, handovers and access changes.
See How Instant Permissions Cloner Works
Migrate Profiles to Permission Sets Clone object permissions, Field-Level Security, System Permissions and setup access into a new Permission Set without changing the original Profile. Use Quick Assign to assign it to multiple users directly in the app
Create New Users with Existing Access Create a new Salesforce user based on an existing one, copying their Profile, Role, Permission Sets, Public Group memberships and user settings. Optionally deactivate the original user during a handover.
Copy Access Between Existing Users Copy permissions and user settings from one Salesforce user to another without creating a new account. Preserve unrelated permission assignments already held by the target user.
Clone Access Across Orgs Replicate compatible user access between connected Salesforce orgs. Review source and target configurations, check differences and clone Profiles, roles, Permission Sets and group memberships.
Consolidate Permission Sets Merge multiple compatible Permission Sets into a new set. Preview object, field, setup and system access, identify elevated permissions, optionally reassign users and keep or remove the originals.
See Where Licences Are Underused Monitor licence access and utilisation across User, Permission Set and Package Licences. See which users hold each licence, review available capacity and identify opportunities to optimise licence usage.
Manage Licence Assignments in Bulk Assign or unassign Permission Set Licences and Package Licences for multiple users from one workspace. Review who holds each licence instead of handling assignments individually.
Preview and Review Cloned Access Preview the permissions and settings that will be copied when cloning a Salesforce user. After migrating a Profile, see a breakdown of the permissions copied into the new Permission Set.
Quick Assign and Track Cloning History Assign newly cloned Permission Sets to multiple users with licence compatibility checks. Review Profile cloning history, see source-to-target mappings and reuse previous clones for later assignments.
Instant Permissions Cloner helps Salesforce admins clone user access, migrate from Profiles to Permission Sets, consolidate permissions and manage licences with less manual work. Create a new Permission Set from an existing Profile, copying object permissions, Field-Level Security, System Permissions and setup access while leaving the original Profile unchanged. Review the result and Quick Assign the new Permission Set to multiple users. Create new Salesforce users based on an existing user, copying their Profile, Role, Permission Sets, Public Group memberships and settings. Alternatively, copy access to an existing user or create a replacement user during a handover. Cross Org Cloner helps replicate user access between connected Salesforce orgs. Consolidate multiple Permission Sets into one, preview the changes, optionally reassign users and choose whether to retain the originals. Monitor User, Permission Set and Package Licence utilisation, see who holds each licence and identify available capacity, and manage Permission Set and Package Licence assignments in bulk. Simplify onboarding, access changes and ongoing administration. See how it works in a live demo.
Categories
- Business Needs
- ProductivityIT & AdministrationAnalytics
- Industries
- Financial ServicesHealthcare & Life SciencesNonprofit
- Personas
- AdministratorConsultantData Analyst
- FeaturesNo 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.AgentforceAgentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn MoreMultiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Sales ProgramsSupports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn MoreCommunity BuilderReady to use in the Salesforce Community Builder.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.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyAgentforceMultiple CurrenciesPerson AccountsSalesforce ShieldSales ProgramsCommunity BuilderManaged PackageLightning App BuilderSalesforce Mobile
Compatibility
- Required Salesforce ProductsThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Compatible Salesforce ProductsThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudService CloudMarketing Cloud Engagement
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloperEssentials
- Supported Languages
- English
