Org Security Center - Profile & Permission Set Management
PROFILES AND PERMISSION SETS • Document true access across Profiles, Permission Sets, Permission Set Groups, users, objects, fields, apps, tabs, flows, Apex, layouts, record types, and custom metadata with a visual matrix. Combined Security shows base profile access plus added or redundant permissions. USER PERMISSION ASSIGNMENTS • Bulk edit assignments, merge similar Profiles, create replacement Permission Sets, build Permission Set Groups, and move from profile clutter to least privilege. USER ACTIVITY TIMELINE • Investigate logins, API calls, Apex executions, downloads, dashboard views, setup changes, object history, and high-risk behavior for incident response. RELATIONSHIP HIERARCHIES • Visualize, edit, color-code, and document User Role, Account, and Contact hierarchies with drag-and-drop controls. SALESFORCE LIMITS • Monitor org and object limits, storage, API usage, and low-availability thresholds with scheduled alerts. FOLDER SHARING • Reveal direct and inherited access to Reports, Dashboards, Documents, Content Workspaces, Email Templates, and Wave Applications by User, Group, and Role. Built for compliance, governance, cleanup, and AI-assisted org transformation.
Top keywords
- permission6×3.92%
- user4×2.61%
- access3×1.96%
- permission sets3×1.96%
- profiles3×1.96%
- sets3×1.96%
- apex2×1.31%
- api2×1.31%
- assignments2×1.31%
- document2×1.31%
- edit2×1.31%
- groups2×1.31%
DocuSign eSignature for Salesforce
• Maximize your Salesforce investment and streamline your agreement processes intelligently with the world’s most trusted eSignature solution for the world’s #1 CRM. • Send agreements for signatures: Send agreements directly to Salesforce contacts or specify email addresses. Include messages, reminders, and authentication options. • Create agreements with Salesforce data: Create agreements with Docusign templates that pull in any Salesforce data saved on that record with merge fields. • Responsive signing: Signers on mobile phones can access a parallel version of the document that automatically adapts its formatting to the device’s size and orientation. • Salesforce data writeback: Signed documents and signer-provided data is automatically written back to Salesforce. • Clicks-not-code configuration: Our modern UI ensures that your team can deploy quickly without complex integrations across Sales, Service, Financial Services, Experience, and Government Cloud. • Docusign eSignature meets compliance standards - including ISO 27001-certified, HIPAA, 21 CFR Part 11, Sarbanes-Oxley and FedRAMP - and provides SOC-audited data center and full encryption for all archived documents.
Top keywords
- salesforce6×3.73%
- data5×3.11%
- agreements4×2.48%
- salesforce data3×1.86%
- automatically2×1.24%
- documents2×1.24%
- docusign2×1.24%
- esignature2×
