Permission Workbench

The Permission Workbench tab is available from the User Management app and allows you to compare and merge permission sets, permission set groups, profiles, and users. An org contains a range of permission sets, permission set groups, profiles, and users with different permissions assigned to each of the permission types in the Salesforce and FinancialForce app.

Using the Permission Workbench tab, you can view, compare, and merge permissions assigned to multiple fields and objects. It also allows you to solve issues faster and provides a better user experience by analyzing which permissions are missing in a selected permission set, permission set group, profile, and user and displays what a permission set, permission set group, profile or user can or cannot do. It also allows you to:

Note: To use the Permission Workbench tab from the User Management app, you must have the FDN User Management - Permission Workbench permission set assigned in Foundations. Contact your administrator if you require this Foundations permission set. For more information, see Permission Sets.

For example, take one permission set, permission set group, profile, and user and compare or merge it with another permission set, permission set group, profile, and user. Then, view and analyze the permission differences for multiple fields and objects. You can then save all the results to either a new permission set or muting permission set.

You can compare and merge the permissions for the following permission types.

Level

Description

Field Field permissions specify the access level for each field in an object.
Object Object permissions specify the base-level access users have to create, read, edit, and delete records for each object.

For more information on the permission sets, see Permission Sets and Other Technical Documentation.