*The following article is for a tool that will only work in the Lightning Experience. If you use Classic, this is still relevant, you will just need to temporarily flip over.*
Maybe you have had that moment where you think that this profile would actually be much better as permission set. Maybe the profile has a limited number of items and really should be shared with specific people regardless of the profile that they have.
To give a more specific example, say you create a profile that only has permissions for an installed package. In actuality, you probably want those permissions to be a permission set, as those are easier to give to specific people and can provide additional permissions on top of their actual profile.
Until pretty much last month, if you had ever had this thought or something similar, you really had no options other than to go manually and create the permission set. Well, today that changes. Introducing from Salesforce Labs, the Profile and Permission Set Helper.
This tool is specifically designed to take your Profile and turn it into a flexible permission set. Keep reading to see how it works.
- After you have installed the package from the AppExchange, click on the App Launcher to access the app
- Now you will see all of the profiles that you have. You can search or you can set to only show custom
- Once you have located the profile you are looking to convert, click the drop-down arrow on the right and select Convert to Permission Set
- You will be asked to give it a name, make sure it is something meaningful. You can also update the description
- Click Convert and enjoy a sip or two of tea while the app does its thing
- Converted! You are all set and ready to use your newly and quickly created permission set
Really it is as simple as that. I find generally that permission sets can be more flexible than profiles, given that they to go a person and can span across many different Profiles.
19 thoughts on “Review: Profile to Permission Set Helper”
Any idea why the ‘Convert’ tab is not showing on the app?
Hi Gustavo, Happy to help. Can you email me at email@example.com with screenshots and if you are in Classic or LEX? Thanks!
Hi Yelena. Thanks very much for getting back. I’m installing on my DE org, and I’m using LEX. I actually contacted the product manager at Saleforce and she got back to me as well. I sent her more information (waiting to hear back from her now). The issue essentially is that I don’t see the objects/tabs (“Converter” and “Permission Analyzer”) listed under a profile, or when building a permission set, following her recommendation. I do see them listed as components of the package though. I’ll let you know how it goes.
Can you please share the suggested steps? I am facing the same issue.
What steps are you looking for?
I only got it to work in one playground instance. The app launches, but the tabs do not display.
Are you an admin the org you are working in? Also are you in LEX or classic?
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Yes, I am the sa. I’m on LEX.
When you to the Apps (9 dot/waffle thing) and type Profile, it doesn’t work? Feel free to email me firstname.lastname@example.org with a screenshot – happy to try and help.
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I just emailed you. Thanks.
Hi I am having the same issue Gustavo, did SF9to5 get back to you with a solution?
You need to uninstall the package, turn on AND deploy my domain and then reinstall the package.
Yes. Make sure my domain is set up, and make sure it is deployed to all users (I was not doing the latter). Keep us posted.
I am just installing this and the name has changed since they made the video. I found it on the App Launcher under “permission”, not profile. Its new name is Permission Set Helper.
That said, it has been spinning for 3 hours now converting a profile so I guess its not working. Anyone had that issue?
I have an updated post for this and it may also help with your issue: https://sf9to5.com/2020/04/22/profile-permission-set-helper-2020/
I am getting error message when i click on the convert button. Anyone have same issue.
Hi Resham, Please check out my newer article on this: https://sf9to5.com/2020/04/22/profile-permission-set-helper-2020/
I also suggest you post the question and a screenshot of the error on the Trailblazer Group Profile and Permission Helper:
Also, there’s a new version (maybe you already have it), with an additional tab ‘Report’.
The newer version does require My Domain and Lightning and My Domain has to be turned on before it is installed or you will get error messages or just blank pages. So I would recommend uninstalling and ensuring My Domain in on and then reinstalling the updated version.