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Permissions overview dashboard
Find profiles, permission sets, permission set groups, and other metadata by how many active users are assigned to them… Locating the 'Permissions Overview' Chart… The new "Permissions Overview" dashboard aims to enhance the 'Org at a Glance' section by providing a
User permissions on a Space
Assign user rights; Permissions; Manage users; Swap license; Grant license; User management; Space management; How to make someone an editor… Changing user permissions… This article covers the types of permissions available
Audit users with dangerous permissions
Report on users who have dangerous system permissions within the Org… Supported dangerous permissions… Analyze which users have dangerous permissions and why
Adding Privacy Permissions in Data Privacy Manager. Unsubscribe, Extend or Withdraw (Classic)
Manage your Privacy Permissions / consents in DPM… Creating and Managing Privacy Permissions… NEXT: Bulk loading Privacy Permissions via CSV file
Adding Privacy Permissions in Data Privacy Manager. Unsubscribe, Extend or Withdraw (Lightning)
Manage your Privacy Permissions / consents in DPM… Creating and Managing Privacy Permissions… NEXT: Bulk loading Privacy Permissions via CSV file
Using Salesforce Tasks to add permissions and unsubscribe
Extend a Permission… Rather than write Apex to manage permissions, you can simply create a Salesforce Task
Using Salesforce automation to add Privacy Permissions in Data Privacy Manager
Use Process Builder Workflow to add Privacy Permissions automatically… If you look at the example table below, you can see that many of the permissions are added automatically… You might use a CSV file to import the Leads or Contacts and then their Privacy Permissions (Here is
Compare and consolidate permissions across profiles, permission sets and permission set groups
Transition from profiles to permission set-based access model; compare overlap and streamline access granted by permission controllers… Compare permissions granted by multiple profiles, permission sets and permission set groups… all your profiles, permission sets and permission set groups to figure out which ones overlap in permissions
Understand what permissions are being granted by a profile, permission set or permission set group
Analyze access granted by a profile, permission set or permission set group in Salesforce… Report on access given by profiles, permission sets, or permission set groups… Review access granted by a given profile, permission set or permission set group
Integrating Data Privacy Manager, Salesforce and Pardot
How to drive the marketing automation cycle in Pardot from permissions in DPM - list sync, lead forms, subscribe & unsubscribe… NEXT: Adding Data Permissions in Data Privacy Manager. Unsubscribe, Extend or Withdraw… The opt-in permissions drive the email marketing cycle (shown below)