Profile To Persona
Migrate User Profiles to Permission Set Driven Personas
By Code Ohana
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From €0.01 per company, one time
- Listed since
- 2024
About Profile To Persona
App for Effortless User Permissions Migration – Try It for Free!
Simplify user permission management and save valuable time and resources with our key features and step-by-step process:
1️⃣ Automatic Permission Set Generation: Generate Permission Sets, called "Personas", based on current user access levels in Profiles—just name each set, and you're done!
2️⃣ Seamless Permission Transfer: Automatically transfer all permissions from Profiles directly to the newly created Permission Sets.
3️⃣ User Assignment Confirmation: Select and assign users to their new Permission Sets (or 'Personas'), ensuring accuracy.
Easily Manage User Permissions. Contact us to install Profile to Persona for FREE and save on costs!
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 💥
Screenshots and videos

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Pricing
Paid, from €0.01 per company, one time.
| Plan | Price | Billed |
|---|---|---|
| Free Tier, up to 25 Users | €0.01 per company | One time |
| Basic Tier, 26-100 Users | €500 per company | One time |
| Pro Tier, 101-500 Users | €2,000 per company | One time |
| Enterprise Tier, 501+ Users | €5,000 per company | One time |
Compatibility
- Works with
- Platform Cloud
- Requires
- Platform Cloud
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on October 11, 2024
- Industries
- Horizontal Product
- Languages
- English