Last Updated on June 1, 2022 by Rakesh Gupta

Automated Flow Examples

1. 1. Auto Assign or Remove Permission Set to Multiple Users
   2. Automatically Assign Permission Sets to New User
   3. Clone a User with their associated Public Group, Queue Membership, and Permission Sets

Business Use Case

System administrators want to assign Permission Sets to 20 users due to a business requirement.

Automation Champion Approach (I-do): Solution 1 – Data Loader

Perform the steps below to assign Permission Sets to multiple users using Data Loader:

1. Create a .CSV file with two-column, the first column will contain the used ID and the second column will contain the Permission Sets ID ( That you want to assign to the user), Something as shown below:

   

2. Open Data Loader, and Click on Upsert Button.

   

3. Now enter your Salesforce credentials to login into data loader, then click on Next.
4. First select check box Show all Salesforce objects then select Permission Set Assignment object and browse the .csv file that we created in step 1. Once done click on Next.

   

5. Map the fields User ID to AssignedID and Permission Sets ID to PermissionSetId as shown in the below screenshot.

   

6. Click on Next, Select location for Error and Success report, and click on Finish to complete this process.

Automation Champion Approach (I-do): Solution 2- Manually

To assign permission sets to multiple users follow the below steps

1. Click on Setup | Users | Permission Sets.
2. Select a Permission Set that you want to assign and drill down to its details page.
3. In the permission set toolbar, click on Manage Assignments button, It will redirect you to a new page.
4. Click on Add Assignment and select the users to assign to this permission set, Once done with Selection Click on Assign.
5. Review the messages on the Assignment Summary page. If any users weren’t assigned, the Message column lists the reasons.
6. To return to a list of all users assigned to the permission set, click Done.

Note:- You can assign a permission set up to 1000 users at a time.

To Remove User Assignments from a Permission Set

To remove user assignments from a Permission Set follow the below steps

1. Click on Setup | Users | Permission Sets.
2. Select a Permission Set that you want to remove from the user and drill down to its details page.
3. In the permission set toolbar, click on Manage Assignments button, It will redirect you to a new page.
4. Now Select the users to remove from this permission set, Once done with selection click on Remove Assignments (This button is only available when one or more users are selected). Salesforce will pop up a message and ask for your confirmation.

   

5. To return to a list of all users assigned to the permission set, click Done.

Note:- You can remove up to 1000 users at a time.

Formative Assessment:

I want to hear from you!

What is one thing you learned from this post? How do you envision applying this new knowledge in the real world? Feel free to share in the comments below.