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?

Profile To Persona | Migrate User Profiles to Permission Set Driven Personas

App for Effortless User Permissions Migration – Try It for Free!

No Ratings
Starting at €0.01   EUR/company/one-time payment
Industries
Horizontal Product
Business Need
Admin & Developer Tools
Developer Tools
Security
Requires
Platform Cloud
Compatible With
Platform Cloud

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Platform Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Platform Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials
Additional Requirements
1. The Profile To Persona solution should only be run and utilized under a System Administrator profile. 2. Using the Profile To Persona solution in Salesforce Trial orgs may be limited due to file storage constraints. We recommend installing the solution

App Details

Version
Profile To Persona/ver 0.1 1.1.0
Listed On
10/11/2024
Latest Release
11/19/2024
Supported 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.
No Limits
Lightning Ready
Managed Package
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: 1
Custom Apps: 1
Lightning Components
Global: 9
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.
10/11/2024

Additional Details

Simplify user permission management and save valuable time and resources with our key features and step-by-step process: 1️⃣ Automatic Permission Set Generation: Generate Permission Sets, called "Personas", based on current user access levels in Profiles—just name each set, and you're done! 2️⃣ Seamless Permission Transfer: Automatically transfer all permissions from Profiles directly to the newly created Permission Sets. 3️⃣ User Assignment Confirmation: Select and assign users to their new Permission Sets (or 'Personas'), ensuring accuracy. Easily Manage User Permissions. Contact us to install Profile to Persona for FREE and save on costs!

Need help?

Code Ohana

Poland

✔ Free Guided Setup & Support: Our team is here to help! Email at sales@codeohana.com for personalized assistance. ✔ Help Documentation: Visit our detailed user manual for step-by-step guidance: https://codeohana.com/profiles-to-persona-manual