Automation Champion

Has it only been five years since I wrote, ‘auto-assign Permission Set to new users’?. The article was written using Flow Trigger – now, an obsolete functionality. You can read it  here. Wow! How time flies!

Similarly, just two years ago, I wrote another article showing how one can assign a Permission Set to new users using Process Builder and Flow. 

Salesforce continues to transform at a lightning speed – yes, an understatement, I know! Three releases a year are keeping me on my toes! – making it harder and harder to keep my blogs abreast of the new features and functionalities! Whew!

Hot out of the oven comes – Permission Set Group! Now, this is hot, indeed! Let us taste it together!

What is a Permission Set Group?

Let us relish the moment and understand the Permission Set Group. 

For user access/management, we assign multiple permission sets to users – either manually or via automation. The onset of ‘Permission Set Group’ shows how time-consuming both these methods are!

What if we group permission sets – based on (1) either logical user groups; or, (2) on the tasks performed by users – in a single entity and then, assign the entity to users? Well, now we can! As shown in the following image, the Permission Set Group does just that!

‘Permission Set Group’ comprises of multiple permission sets a user needs.

Wait, this is not it! One can add and remove individual permissions from a Permission Set Group – using the permission muting feature – to ensure that users do not get permissions that are not relevant to his/her job functions! 

For example, you can compile three permission sets – CRM User, Salesforce Console User, and custom permission set View and Edit Convert Leads – in a group; a.k.a, the Permission Set Group. You can label the group as ‘Sales Manager Users’ Permission Set Group – see image below. Then, you can assign the ‘Sales Manager Users’ Permission Set Group, as a single entity, to your users instead of the three different permission sets. Read the rest of this entry!