Slaesforce FAQ

how to use profile comparator for salesforce

by Brisa Torp Published 2 years ago Updated 2 years ago
image

Few Simple Steps to Compare Multiple Profiles in Salesforce Step 1. Open the BOFC Home > Click “ Compare Multiple Profiles (side by side)” Step 2. It will open below screen for Managing actions on Multiple Profiles” Note: To avail this feature please upgrade the latest version Step 3. Select “Compare Multiple Profiles”

Full Answer

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.

Is there a way to compare profiles?

Yes, you can compare profiles, how ever it's a bit limited. You can compare until 15 settings, using a view Go to: Setup -> Manage Users -> profiles -> Create a new View. Give it a name, and select the Settings you want to compare. It's indeed limited, but it's better than nothing.

How to compare two profiles in Eclipse?

Related to Mike Chale's suggestion via the migration tool, you can download the profile meta data in Eclipse and compare two .profiles side by side. Or you can copy and paste the contents of the files into a text editor to compare only the relevant sections if that makes sense.

How to execute SQL query on profile in Salesforce?

In salesforce Profile is a standard object .you can execute the Soql query on the profile . For example try the below code snippet in your system debug. list<profile >p= [Select p.UserType, p.UserLicenseId, p.SystemModstamp, p.PermissionsViewSetup From Profile p];

image

What is the easiest way to compare Salesforce profiles?

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 you use a Permcomparator?

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 compare 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...•

Can we compare 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 do I see what's in my permission set?

A permission set's overview page provides an entry point for all of the permissions in a permission set. To open a permission set overview page, from Setup, enter Permission Sets in the Quick Find box, then select Permission Sets and select the permission set you want to view.

How do I extract profile permissions in Salesforce?

Export 'User Profile' system permissions with Data LoaderLogin to Data Loader and click Export.Check the checkbox for 'Show all Salesforce objects. ... Select 'Profile (Profile). ... Enter a name for the exported file in the 'Choose a target for extraction' box.Click Next.More items...

What are profiles and permission sets in Salesforce?

The key difference between the two is that the Profile is the users base set of permissions and all users are assigned to one. ... Profiles can be used to give or take away permission from the users assigned to it. Permission Sets can only give or extend permission to the users assigned to it.

Can we give permission set to profile?

We can not able to assign Permission set to Profile. We need to assign it to a User only. A permission set is a collection of settings and permissions that give users access to various tools and functions.

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...

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)”

Heroku Comparator App

There is a very good Heroku app for the same: https://perm-comparator.herokuapp.com/

AppExchange Packages

Bulk Object Field Creator: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000000qDqqEAE

GitHub

Being a developer I like this as it gives you full control. But you need git + Workbench expertise

28 October 2013

Comparing profiles, permission sets, and users in an easy to use, intuitive, drag-and-drop user interface, is a difficult usability problem to solve. It's difficult because each user, permission set, and profile may have thousands if not millions of permissions associated with them.

A drag-and-drop tool for comparing profiles, permission sets, and users

Comparing profiles, permission sets, and users in an easy to use, intuitive, drag-and-drop user interface, is a difficult usability problem to solve. It's difficult because each user, permission set, and profile may have thousands if not millions of permissions associated with them.

image
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9