by Mike Walsh | Oct 26, 2017 | Blog, Salesforce-Apps-AppExchange
This tried and true app will always be important, no matter how much your company grows and changes. Setting up profiles and permission sets can be a tedious process, especially for larger organizations. With The Permissioner, you have a single interface where all your permissions are set up from, giving you maximum efficiency, power, and control.
The Permissioner dramatically reduces the time involved with assigning and revoking permission set assignments to multiple users. Using a simple interface, administrators can select one or more permission sets to assign to one or more users at a time.
Check it out here!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Feb 9, 2017 | Salesforce Tips
Though it can be a sensitive subject to tackle, sometimes restricting data access to your users is necessary for security and confidentiality, not to mention peace of mind. Whether the user is new, leaving the business, or any other reason, there is an easy way to disable the user’s ability to export reports in Salesforce.
To do this, start by creating a Permission Set with the “Export Reports” setting checked. Next, remove the “Export Reports” permission from the profile assigned to the user. Finally, assign the Export Reports permission set to all users who should have the ability to Export or Print Reports. Just like that, you can give yourself greater control of your data and how it is shared. If you want to take your permission set game to the next level, try using Session Based Permission Sets too! Use these simple tools to help ensure that your data remains yours.
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Apr 8, 2016 | Blog, Salesforce-Apps-AppExchange
Ok admins, it’s honesty time – how many hours have you wasted meticulously combing through and configuring permission sets in Salesforce? Or should I ask how many hours this week? Because security is so critical, it takes time, but some of that time could be saved if you had the ability to quickly select users and grant or remove access to permission sets all at once. Wouldn’t that just be great? Well, get ready to start saving time today with The Permissioner!
The Permissioner dramatically reduces the time involved with assigning and revoking permission sets assignments to multiple users. Using a simple interface, administrators can select one or more permission sets to assign to one or more users at a time.
This free app has been around for years and has great reviews, so check it out today!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
