Elevate Your Salesforce Security with Effortless Permission Migration
As Salesforce transitions to a permission-set-based system, many organizations face the challenge of migrating their users without disrupting workflows. P2P Profiles to Permission Set Migration Assistant simplifies this complex process, ensuring a smooth, error-free migration that saves time and minimizes risks. Designed to reduce the manual workload, this solution allows administrators to efficiently convert profiles to permission sets, creating a more flexible and secure permission structure in Salesforce.
With P2P Profiles to Permission Set Migration Assistant, your team can avoid the hassle of manual permission adjustments and focus on strategic tasks that drive value. It’s a future-proof solution that helps organizations embrace Salesforce’s evolving architecture while maintaining security, control, and efficiency.
Key Benefits:
- Simplifies and automates the migration to permission sets, reducing errors
- Enhances security and compliance with flexible permission structures
- Reduces manual workload, allowing admins to focus on higher-value tasks
Ideal for:
Salesforce admins and IT teams aiming to future-proof their security practices, streamline permission management, and transition seamlessly to a permission-set framework.
Description:
Salesforce application for migrating permissions from profiles to permission sets (P2P application) There are two migration methods: Automatic and Manual.
Highlights
- Migration Flow: Manual migration consists of a 3-step process: retrieve metadata, create permission set, and preview permission set. Users can select specific metadata items to add to the permission set during manual migration.
- Automatic migration involves migrating profile permissions to permission sets for various metadata types like Apex classes, objects, etc. The application will automatically migrate profile permissions and creates permission sets for each metadata.
- User Assignment Flow: After creating permission sets, users can assign Permission Set(s)/ Permission Set Group(s) to users in a 2-step process.
- The assignment flow includes choosing permission sets or groups and selecting users to assign the permission sets. Users have the flexibility to choose the specific permission sets or permission set groups to add to individual users.
- Migration Tracking: Migration tracking will help analyse and track the migration process. It can help you track the status of the migraiton for a profile that in Inprogress,Not Started and Completed.
- Migration Validation: Migration validation will help you validate the metadata that the user is assigned to for a given user in the org. You can validate the Field permission, Object Permissions and other metadata permissions that are assigned to a user.