User profiles and permission sets

Salesforce Org Analytics: understand your users

Ksawery Lisinski avatar
Written by Ksawery Lisinski
Updated over a week ago

Setting the right permissions and profiles to control your data security and accessibility is one of the most crucial parts of data safe-keeping. We are here to help you understand how to do it in Elements environment.

Article outline

  • Prerequisites

  • What we report

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  • Registered and verified Elements account

  • Sync'd Salesforce Org

  • Permissions to Org Model

What we report

We display how many users are assigned to each profile and permission set.

TIP Having too many administrators can make it more difficult to keep your settings and data secure. Reduce the number of users who have the Customize App and Modify All Data permissions. Assign users those permissions only if they are responsible for maintaining and updating users and settings in your implementation.

TIP Excessive numbers of permission sets make your implementation difficult to maintain. So, consolidate permission sets that have a low number of active users, and delete the permission sets that you no longer need.

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