Profile To Persona

Highlights

• Managing users is a key skill for Salesforce Admin 🔑 Assign a minimum-access Profile, then add additional access with Permission Sets & Permission Set Groups based on job functions, let’s call it ‘Personas’.
• Salesforce insists on a Permission Set-based security model, as Profiles won’t be enhanced in the future 💡 This approach reduces the need for numerous profiles, simplifying user management. Is your organization overwhelmed with hundreds of Profiles?
• Cut security management costs and adopt Salesforce best practices 🚀 Profile To Persona provides a ready-made migration strategy that uses a smart algorithm to consolidate permissions from Profiles into ‘Personas’.
• For instance, permissions typical for a Sales Rep are automatically grouped into a 'Sales Persona', reducing manual effort 🔥 Just enter the Persona's name and approve the automated user assignments for a seamless process 💥