Kendra Von Achen
Midwest Dreamin’ 2023 speaker
The Changing World of Profiles and Permissions
How to Structure Your Security Differently
If not done properly, setting up security in Salesforce can be an Admin’s worst nightmare. With Salesforce making changes in how Profiles will be used in the future, it’s important for Admins and implementation specialists to make a plan to restructure users’ security and permissions now, so they aren’t caught in a time crunch when Profiles officially change. Join this session to learn how to maximize the use of Permissions and Permission Set Groups while minimizing the number of Profiles that need to be assigned to users.
Resources
Security Mapping Use Case Template
Download and use this security mapping template for your own purposes.
Salesforce to Retire Permissions on Profiles – What’s Next?
A great article on what is happening with Profiles and the move to Permission Sets.
Clean Up Profiles and Permission Sets in Salesforce
Another article on how to go about beginning to clean up profiles.
User Access and Permissions Assistant
Analyze, report, and manage permissions and permission assignments.
Satrang Mass Assign Permissions
Mass assign to multiple profiles and permission sets in one go.
Query for Permissions Reference Guide
Use this “cheat sheet” as a quick reference for your queries.
About Kendra
Kendra Von Achen is a Functional Architect and Consulting Director at Turnberry Solutions. She has over 20 years of CRM experience and over 11 years of Salesforce experience. Kendra is 10x Salesforce certified and not stopping soon! She lives in New Jersey with her husband and two kids, and dog Ollie.