CRM & sales ops21 categories
Turn these profiles into permission sets
A Salesforce org where access lives in profiles and every new role means cloning another one.
Below is a set of Salesforce profiles and what each grants. Reorganise it into permission sets. Produce: the minimum base profile, the permission sets that compose on top of it, which set each current profile maps to, and the permission set groups for common role combinations. Flag: permissions granted in one profile and not another with no obvious reason, anything that looks copied rather than intended, and access that should be time-limited rather than permanent. Say which changes are safe to make directly and which need testing with a real user first. Profiles:
Making it yours
- Paste your own material where the prompt asks for it. Everything above that line is instruction, not content.
- Delete any rule that does not apply to you. A shorter prompt that fits beats a thorough one that does not.
- If the answer comes back vague, add a line saying what you do not want. Constraints work better than encouragement.
Automation and admin. Workflows, validation, field design and the documentation nobody wrote at the time.
Related prompts
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