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Analyze, Report, and Manage Permissions with the User Access and Permissions Assistant

July 19, 2022 by Cheryl Feldman Leave a Comment

The first habit we covered in our Essential Habits for Salesforce Admins Trailhead Module was user management, because making sure your users have the right access to the right data, at the right time, is key to your success as an admin. One major component in ensuring your users have that access is Permission Set Assignments. But reporting on assignments has been a challenge, and we hear you! That’s why I’m excited to announce the User Access and Permissions Assistant.

What is the User Access and Permissions Assistant?

Before we get into all of the awesome details about the User Access and Permissions Assistant, I want to give you a brief history of why reporting on permission assignment is not as simple as just opening up the permission assignment object to the Reports and Dashboards feature. Think about all of the ways a user can be assigned a permission: directly

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