• Rule Based

  • Leveraging the value on a standard or custom field on the User object that will add or revoke the related setup entity record(s).

• Explicit List

  • Add a specific users to a list and grant the needed information out

Able to include multiple Public Groups, Queues, Permission Sets, and Permission Set Groups to the user rule to grant these entities to the users your rule applies to. Quickly add / remove / review which users are part of these Salesforce Setup objects to help control the visibility and access to your organization's data.

Setup Objects

• Salesforce distinguishes every object as setup vs non setup objects. Setup objects include Users, Group Members, and Permission Set Assignments are not allowed to be in the same transaction with updates to Non Setup objects which are defined as any custom object and standard objects like Account and Contact.

1. Asycronchous Update to a field on the User record

• Leveraging either a Future or Queueable interface you can (with a small delay ) have real time updates pushed from the source object to the user object which will then kick of the user rules that would 

• Implementing a Batch that executes on a scheduled basis to copy the info from the source object to the user. Ensure to not try to update the user and non setup object within the batch execute.

2. Formula Fields

• Can create a new formula field that pulls in the reference of the field onto the user object. However with this option, the permissions will not be updated at near real time.  When you change the value on the source field, it will not trigger an update on the user object which is where our logic runs off of. 

• Add User Rule Items for the items you want removed.  Set the criteria to Active equals true or leverage the User Type or Profile for the targeted users. This will pull in all users in the system and see if they have that assignment. Within the User Overview widget, click Remove All Assignments when reviewing all the users. You will be able to see if they were assigned to it or not as well

Leverage a Formula Field

• You can create a text or checkbox formula field that does the complex conditions and does the output as your are expecting

Visibility

• Instantly view all active users affected by your rule and their association with relevant entities. 

Update all users with one click

• With a single click, adjust permissions and group associations effortlessly, eliminating the need to update each user record individually. 

Permission Sets, Public Groups, Queues and Permission Set Groups

• This solution provides the necessary visibility and automation to effectively manage all four components alongside rule management. Each of these elements is essential for proficiently handling record and object access within Salesforce.

Manage Exceptions to the Rule you setup or create Explicit Lists

• Easily add or remove users from your rules