Slaesforce FAQ

how to compare two permission sets in salesforce

by Tabitha Stroman Published 2 years ago Updated 2 years ago
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Few Simple Steps to Compare Multiple Permission Sets in Salesforce.

  • 1. Open the BOFC Home > Click “ Compare Multiple Permission Set (Side by Side)”.
  • 2. It will open below screen for BOFC “Managing Multiple Permission Set”.
  • 3. User can choose different actions on above screen. This below image is highlighted with number and has its description as below:
  • 4. On clicking “Click to Initiate Export“ button, it will display a small section on the page. This section show the status of your export for ...
  • 5. Once status is “Completed“, your file is ready for export. Click on “Download” link to download your Comparison sheet of Permission Sets in xls.

Few Simple Steps to Compare Multiple Permission Sets in Salesforce
  1. Open the BOFC Home > Click “Compare Multiple Permission Set (Side by Side)”
  2. It will open below screen for BOFC “Managing Multiple Permission Set”
  3. User can choose different actions on above screen.
Sep 30, 2019

Full Answer

What is the difference between profile and permission set in Salesforce?

The difference between Profile and Permission Sets is Profiles are used to restrict from something where Permission Set allows user to get extra permissions. You have one profile assigned to 20 different users. Now Suppose you want give some extra permission to one of user. You have two options here.

How to compare multiple permission sets (side by side)?

Open the BOFC Home > Click “ Compare Multiple Permission Set (Side by Side)” 2. It will open below screen for BOFC “Managing Multiple Permission Set”

How do you compare user permissions between profiles?

One of those tools included a graphical interface for comparing users, profiles, and permission sets but looking specifically at their user permissions: https://perm-comparator.herokuapp.com by John Brock 4.

How to compare roles and profiles in Salesforce?

My preferred method is by retrieving the profile details with the ANT-based Migration Tool. You can configure it to retrieve profiles and roles, which will come down as XML files. These can then be compared using your favorite diff tool. More details on the Migration tool can be found on the Salesforce site.

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How do I compare two different profiles in Salesforce?

Few Simple Steps to Compare Multiple Profiles in SalesforceOpen the BOFC Home > Click “Compare Multiple Profiles (side by side)”It will open below screen for Managing actions on Multiple Profiles”Select “Compare Multiple Profiles”More items...•

How do I compare two objects in Salesforce?

Few Simple Steps to “Compare Objects” across multiple OrgsOpen the BOFC Home > Click “Compare Objects and Fields“It will open below screen for “Compare Objects” page. ... Select Object Name and choose two environments or orgs from the connection list.More items...•

How do you use a perm comparator?

Perm-ComparatorLogin to your Salesforce account using OAuth2.When requested, authorize app to access your SFDC data.Drag a User, Permission Set, or Profile to one of the empty columns.Repeat for addition users, permission sets, or profiles.Navigate the common, unique, and differing perms in the middle panel.

How do I manage permission sets in Salesforce?

Assign a Permission Set to Multiple UsersGo to Setup.Go to Permission set group and select the permission set with status showing as failed.Add dummy permission set to the group.Now save the permission set.Or try editing and saving one of the permissions from the group that would recalculate the permission set group.

How do I compare two fields in SOQL?

Salesforce does not allow direct field to field comparison in SOQL query. To achieve this you can create a formula field that will compare fields and return a value (such as true or false) which you can use in a WHERE clause.

How do I compare two strings in Salesforce?

Comparing Strings in apex In apex you can check if two strings are equal with the Equals operator ==, this will return true if both strings are equals and false if unequal. To check if two strings are unequal, we can use the Not equals operator != . This will return true if both strings are unequal, false otherwise.

How do I compare profile and permission sets in Salesforce?

Few Simple Steps to Compare Multiple Permission Sets in SalesforceOpen the BOFC Home > Click “Compare Multiple Permission Set (Side by Side)”It will open below screen for BOFC “Managing Multiple Permission Set”User can choose different actions on above screen.More items...•

How do I compare profile permissions in Salesforce?

Go to: Setup -> Manage Users -> profiles -> Create a new View. Give it a name, and select the Settings you want to compare.

Can we compare two profiles in Salesforce?

You can compare two profiles with the help of some applications like Perm Comparator (HerokuApp) and Arxxus Profile Comparator (AppExchange) . Hope this helps you.

How many permission sets can a user have in Salesforce?

You can change permissions in up to 200 permission sets directly from the list view, without accessing individual permission sets. In permission sets, permissions and settings are organized into app and system categories.

What is the difference between profiles and permission sets?

The difference between Profile and Permission Sets is Profiles are used to restrict from something where Permission Set allows user to get extra permissions.

How do Salesforce permission sets work?

0:076:16Who Sees What: Permission Sets (Lighting Experience) | SalesforceYouTubeStart of suggested clipEnd of suggested clipAnd access in Salesforce in this video we'll show you how permission sets can extend a users accessMoreAnd access in Salesforce in this video we'll show you how permission sets can extend a users access and permissions and how to create and assign permission sets in Salesforce permissions and access

What are limitations of Free version? How does it differs from Full Paid Version?

Free-version is a limited version and valid for 15 days. After 15 days, application will automatically get locked. In Free Version - user can bulk...

How many salesforce users can use BOFC within an org?

BOFC is an org based app. We have no limit on users within an org.

What does Licence Portability mean?

In case user want to use same licence key for multiple clients, then he can use the key in first client org, after work is finished, this key can d...

Which payment methods do you accept?

BOFC accepts online payments via Credit Card, Debit Card, Netbanking and Paypal. To pay by check, wire transfer or ACH, please call +91 9953170767.

How can I reach out for support and service?

We have a dedicated team of customer support & service available 24 * 7. You can simply contact us via Email, Phone Support and Quick Response.

Can I upgrade my plan at any time?

You can upgrade at any time. For this, you can write to our sales department at [email protected] or call at +91 9953170767 to see how it works f...

What are limitations of Free version? How does it differs from Full Paid Version?

Free-version is a limited version and valid for 15 days. After 15 days, application will automatically get locked. In Free Version - user can bulk...

How many salesforce users can use BOFC within an org?

BOFC is an org based app. We have no limit on users within an org.

What does Licence Portability mean?

In case user want to use same licence key for multiple clients, then he can use the key in first client org, after work is finished, this key can d...

Which payment methods do you accept?

BOFC accepts online payments via Credit Card, Debit Card, Netbanking and Paypal. To pay by check, wire transfer or ACH, please call +91 9953170767.

How can I reach out for support and service?

We have a dedicated team of customer support & service available 24 * 7. You can simply contact us via Email, Phone Support and Quick Response.

Can I upgrade my plan at any time?

You can upgrade at any time. For this, you can write to our sales department at [email protected] or call at +91 9953170767 to see how it works f...

What is permission set in Salesforce?

A permission set is a collection of settings and permissions that give users access to various tools and functions. Permission sets extend users’ functional access without changing their profiles. Users can have only one profile but, depending on the Salesforce edition, they can have multiple permission sets.

Can you create a permission set based on tasks?

You can create a permission set based on the tasks that these users must perform and include the permission set within permission set groups based on job functions. If a permission isn’t enabled in a profile but is enabled in a permission set, users with that profile and permission set have the permission.

Can you have multiple Salesforce profiles?

Users can have only one profile but, depending on the Salesforce edition, they can have multiple permission sets. You can assign permission sets to various types of users, regardless of their profiles. Create permission sets to grant access among logical groupings of users, regardless of their primary job function.

Compare Salesforce Profiles and Permission Sets

The Profiles and Permission Sets report shows all of your Profiles or Permission Sets down the left-hand column and the selected Metadata sub types across the top.

Learn More

Here are some helpful links with more information about Profiles and Permission Sets:

How to Compare Multiple Profiles within same or across multiple Salesforce org in few clicks?

IDEA: For any Salesforce Admin or developer, there is a requirement to Mass Compare Multiple Profiles with in same org or across multiple orgs. It would be tedious job to copy and compare each Profile one by one using Salesforce Standard process.

Benefits of using BOFC Application for Comparing Multiple Profiles

Multiple Profiles can be compared in single click in single xls sheet (check sample image for final result)

Few Simple Steps to Compare Multiple Profiles in Salesforce

Step 1. Open the BOFC Home > Click “ Compare Multiple Profiles (side by side)”

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