How to: Audit Salesforce Profiles

Recently, I wrote a series of posts called The Ultimate Profile Auditing Guide. The purpose of the guide is to help you navigate viewing Profiles on a large scale through Excel as a means of running an audit on your Profiles. Below is the list of posts in the order that they go in.

The Ultimate Profile Auditing Guide – Intro

This post guides you through the initial thought process behind the series and some uses cases of why auditing profiles may be important.

The Ultimate Profile Auditing Guide – Setting up Security

This post is designed for those who may be less familiar with all of the different ways that Salesforce handles security on a record and user basis.

The Ultimate Profile Auditing Guide: Excel Pivot Tables

This post walks through how you set up Pivot tables in Excel, as not everyone is familiar with the process.

The Ultimate Profile Auditing Guide: SOQL Statements

This post contains all of the best goodies. It has the SOQL statements that can be modified to get exactly the data you are looking for out of Salesforce.

The Ultimate Profile Auditing Guide: Putting it all together

Lastly, this post takes the above posts and puts of the pieces together so you can see the process end to end.

 

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s