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New video "Blog" on Permission Sets! I've been quiet for a bit, but it's because I've been creating some original content around permission sets and permission set groups. They have become super-important to me and I think they should be for all nonprofits and small organizations. 

 

I developed this content as presentation to the Austin Nonprofit User Group but have recorded it as a services of 7 youtube videos, each relatively short (and do remember you can play them faster than real-time if you prefer).  Here is the playlist: https://www.youtube.com/playlist?list=PL8T0y8RJ2Nr8R_MJMMaOzHbODc30pEjSZ

 

I think you can't afford to keep building your org with profiles only (and I don't endorse migrating with any tools from profiles to permission sets at this time). So let's become permission set-based admins togetoerh!

 

  • The first two videos give you an overview of what you can find in settings. 
  • The third video (premiers Wednesday) gives you my recommended approach to immediately begin mixing profiles and permissions set and build career and organizational value as well as improve admin efficiency. 
  • The forth video (premiers Thursday) gives examples of how to start using the new permission sets you build in step 3 as soon as the next Summer release or updated package you deal with.
  • The fifth video (the rest preview one per day) is for those of you in organizations who may be resistant. It also explains why I don't think you should migrate. I don't believe in migration for migration sake. It's working now... why break it. Focus on building value for your organization in terms of better factuality, less risk, etc.
  • The sixth video shows you you can beging to do once you have mastered permission set-based administration. We have done some very cool things in very short time that would have been near-impossible with just profiles.
  • The last video in the series tells what a permission set cannot do and how to deal with that. Solutions must still include profiles, public memberships, permission set groups and occasionally some out-and-out hacks to deliver solutions and delights users.

The Youtube notes also contain a google doc link to the document I used for my notes. Fell free to comment here, on Youtube, or in the Google doc.

 

@Hub Heroes @MVPs & AppExchange All Stars @Nonprofit and Education MindShare @Cheryl Feldman @Nonprofit User Group, Austin, US @Nonprofit User Group, San Antonio, US @Nonprofit User Group, Dallas, US @Nonprofit User Group, Houston, US @The Blog Group

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