Managing profiles and permissions efficiently is a must for Salesforce developers to keep accesses up-to-date and prevent data leakage. If in your Salesforce organization most of the permissions are set in profiles, not permission sets, you may face the task of updating many profiles for some specific permission. And the more profiles you need to update, the more time it will take. Mass-updating profiles saves significant time and ensures consistent configurations across multiple profiles. It’s an efficient way to bulkify and optimize your work within the scope of standard Salesforce functionality.
Now, let's dive into the steps:
Navigate to the Profiles Page
Begin by logging into your Salesforce organization and accessing the Setup menu. In the Quick Find box, type "Profiles" and select the "Profiles" option.
Create a Targeted List View
To be able to update several profiles at the same time, we need to create a profile list view.
This view can be filtered based on profile properties, such as displaying only custom profiles. If you are creating a list view only for mass profile updates, I suggest filtering profiles to display only custom ones - only custom profiles can be edited.
Also, add all the fields that you need to mass update. In my example, it will be a field for Opportunity deletion and Contact deletion. Then save this list view.
Select list view and profiles for editing
Select your list view from the dropdown.
Then select all the profiles for which you want to mass update the permission.
Also, you can choose all the profiles by selecting the first checkbox.
Double-Click the Permission to Edit
Double-click on the permission you want to modify. Whether you're editing one or multiple profiles, this action opens a convenient dialog box for quick adjustments.
Modify Permissions in the Dialog Box
Within the dialog box, enable or disable the permission as needed.
Handle Cascading Changes
Pay attention to the cascading changes that may affect other permissions. The dialog box will highlight any affected permissions, ensuring you're aware of the broader impact.
Save Changes
To apply changes across multiple profiles, select "All n selected records" (where n is the number of profiles you've chosen). Complete the process by clicking the "Save" button.
By following this guide, you can seamlessly update permissions across multiple profiles.
Remember, utilizing list views with targeted filters and displayed fields enhances your profile management capabilities, allowing you to complete your tasks faster. Happy optimizing!
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