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%
FormulaShare
FormulaShare is the most advanced data-driven sharing engine for Salesforce. Trusted by 100+ orgs including major global brands across healthcare, public sector, legal, telco, financial services and more. Replace brittle Apex sharing and inflexible native rules. Model sharing in your data, not hard-coded config. KEY CAPABILITIES ✔ Share any standard or custom object to users, roles or groups based on field values ✔ Cross-object rules traverse up to 10 relationships in your data model ✔ Team sync - map your team structure and FormulaShare manages groups automatically ✔ Attribute-based sharing to users matching a field value e.g. region or department ✔ Extend territory sharing to every object, not just Accounts and Opportunities ✔ Conditional filters - share only when records meet specific criteria ✔ Record-level audit logging with dashboard, reports and customisable retention ARCHITECTURE 100% native. Deployable custom metadata rules. Real-time via flows or Apex triggers, with batch safety net. Data never leaves your org.
Top keywords
- sharing5×3.36%
- data3×2.01%
- rules3×2.01%
- 1002×1.34%
- apex2×1.34%
- custom2×1.34%
- field2×1.34%
- formulashare2×1.34%
- groups2×1.34%
