AppXchange Hour

Managing Profiles & Permission Sets with Metazoa’s Snapshot

Missed 19th June 2020 AppXchange Hour webinar with Metazoa ? No need to fret – we have you covered! 

The purpose of AppXchange Hour is to spread information about essential apps available on AppExchange. Hence, we are sharing the recording so you can get to the information despite missing the webinar!

Use Case: You, Kim Nyguen, a newly hired System Administrator at Gurukul on Cloud (GoC), inherits an Org that has 500 Users, 300 Profiles and 600 Permission Sets. There is no documentation detailing which user is assigned to which Profile and/or Permission sets. 

Your Manager comes to your desk early morning and tells you we have a problem – as if you did not already know that you do! He wants to figure out why a Sales Rep named, John Oscar, was able to delete a record when his Profile does not grant him the permission to do so? You check the Org and see that John is assigned 30 permission sets and few of them show that he does indeed have a delete permission on the record!

Where do you start? For, John is only one among the 500 users that has a similar problem! 

Hope you have not been in Kim’s shoes yet! But, as an Admin, we do inherit intricate Orgs! Better to be prepared by knowing how to handle such a situation should (when?) we come across one!

Webinar’s Excerpt – Top 5 reasons for investing your time to take a closer look at Snapshot:

  • First and foremost, Snapshot shows you how to document and understand your Salesforce Org’s existing Profiles and Permission Sets landscape! This is fundamental and foundational to create and manage a secured org!
  • Once you understand your Org’s tapestry, learn how to take a deeper dive to slice and dice the landscape by leveraging Snapshot! 
  • You will learn about how to use a plethora of tools offered by Snapshot to streamline the process of managing not only hundreds of Profiles and Permission sets in your Org – as individual entities – but addressing the complexity, and impact on security, when a user is assigned a combination of these and hence granted varied levels of access to the Org! 
  • Now you are overwhelmed! On top of everything else on your plate, you have to learn a new tool on your own? Don’t fret yet! The webinar discusses how you can avail yourself to training and support to wrap your head around this powerful tool! 
  • Having a secured Org is not optional! And, the responsibility of building and maintaining a secured Org falls primarily on the shoulders of an Org’s Admin. Learn how you can make a strong business case to ensure that you have the right tools in your quiver to improve your productivity and maintain your sanity!

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Enjoy the Webinar – Happy Learning!