Our Apps Help With Salesforce User Permissions, Reports and Much More
Working with Salesforce Becomes Quicker and More Efficient
Our Salesforce Security + Access Manager Suite apps help System Administrators mass audit, update and maintain Salesforce permissions including profiles, permission sets, role hierarchies, field level security and object access.
Our Report Manager apps will help you clean up and maintain Salesforce reports.
Applications
Gain full control over permissions access Mass audit, update and maintain
Optimal control over user management Identify critical user access risks, mitigate and revoke
Migrate profiles to permission sets in 3 clicks Clone users and their related permissions
Streamline your audit process from start to finish Plan, track, document and maintain compliance
Effortless cleanup and optimization of reports Mass organize, archive, move or delete
Maintain data clarity and governance Document critical data fields, objects and permissions
Empower end users with role specific data dictionaries Ensure every user understands the data they work with
Object Level Security – Mass view, update, export, log changes, revert to previous logs
Field Level Security – Mass view, update, export, log changes, revert to previous logs
Intel Tab – All reports needed to run a comprehensive permissions audit in one place
Record Access – Query/troubleshoot why users can access a record in seconds
Data Dictionary – Create description/help text, profile dictionaries, track sensitive data
System Permissions – Review system permissions across multiple profiles
Object and Field Logs – View list of change logs for object and fields
Report Manager Pro – Report and dashboard intel, clean up and maintenance
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How to check what records Salesforce users have access to?
Use the Security + Access Manager app Record Access tab to plug in user and record ids. Review the full set of record permissions for up to two users side by side easily.
How can I prepare for the retirement of profiles in Salesforce?
By using the Security + Access Manager app you can review and update permissions access granted across multiple profiles and permission sets on one easy grid.
How do I check user object and field access in Salesforce easily?
Use the Security + Access Manager app to review, update and document object access across profiles and permissions sets on one easy grid. Save time and effort in reviewing and meeting security and audit requirements.
Profiles vs permission set use in Salesforce?
Permission sets allow for a far more flexible and precise access model than profiles. u003cbru003eUse the Security + Access Manager app, to easily mass review and update profile and permission sets and keep your permissions model secure plus up to date.
Services
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Sometimes our customers need us to perform an end to end permissions & security audit for them. Our team can either take on the project in its entirety or work with the customers internal salesforce team at a higher level to guide them through a full permissions review. We tailor each engagement to each customers specific needs and can either provide recommendations for audit findings or implement the updated security model as needed..
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Sometimes our customers ask us to perform a health check on their permissions. We analyze the current state of permissions, document the findings, assess possible risk areas and recommend options for permissions optimization.
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Sometimes our customers request for us to review their code quality for best practices around classes, dependencies and triggers. Whether it is just a findings report or refactoring, testing or redeployment that is needed, our Dev team is available to help you meet your requirements.
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If you are looking to set up your Salesforce org, and just need a team of folks to help make the process easier, please request our overview:
Sales Cloud Quick Start Package
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If you are looking to set up and integrate Account Engagement with your Salesforce org, and just need a team of folks to help make the process easier, please request our overview:
Marketing Cloud Engagement Quick Start Package
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A regular use case that comes up is an Salesforce admin will join a company where Salesforce has been neglected for years but the company has decided to start investing in Salesforce again. Our customers regularly reach out when they need our help and support using our skill sets and experience when they get stuck or they need experienced hands to come in and deliver things fast.
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Sometimes our customers need that certain flexibility that only custom development can provide for a specialized Salesforce org. Please reach out to us to discuss specific requirements:
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Some of our customers:
