Learn What’s New with Access Control for Winter ‘25
Learning Objectives
After completing this unit, you’ll be able to:
- View a summary of a user’s permissions and access.
- View how object access is granted in Object Manager.
- Describe how User Access Policies simplify user access management.
Get a Summary of a User’s Permissions and Access
Make it easier to manage permissions and troubleshoot access settings with a consolidated view of a user’s key details. The User Access Summary lets you see which permissions, public groups, or queues a user is assigned. You can now see this information directly from the user’s detail page, saving you time and effort. There’s no need to run queries or look through each profile, permission set, public group, or queue when troubleshooting or managing access.
To access this feature, from Setup, enter Users in the Quick Find box and then select Users. Select a user, and then click View Summary.
This change applies to Lightning Experience and Salesforce Classic (not available in all orgs) in all editions.
View How Object Access Is Granted in Object Manager
Use a new summary view of object permissions when troubleshooting, completing reviews, or determining how to grant user access. Use the read-only Object Access Summary in Object Manager to view permission sets, permission set groups, and profiles that grant access to an object. Establish the level of access, such as read, create, or edit. To view the Object Access Summary, go to Setup, then Object Manager, and then select an object. In the sidebar, click Object Access.
This change applies to Lightning Experience in all editions.
Automate and Migrate User Access with User Access Policies
With user access policies, you can define aggregated access for your users in a single operation. This feature is now generally available and includes enhancements. For example, you can now create 200 active policies, up from 20, and set the order in which active policies are run.
User access policies help you streamline user setup. Instead of assigning individual features to users one at a time, create policies that assign multiple features all in one go. Automate your policies to run throughout the user management lifecycle, for example:
- Set up new users.
- Grant or remove access after role changes.
- Migrate users to a new access setup in bulk.
Automate your users’ assignments to permission sets, package licenses, public groups, and other access features based on the criteria that you set. Create policies that automatically grant or remove access. Easily migrate large sets of users to a new access setup in a single operation.
- To enable this feature: From Setup, in the Quick Find box, enter
User Management Settings, then select User Management Settings. Turn on User Access Policies.
- To create or manage your user access policies, in the Quick Find box, enter
User Access Policies, and then select User Access Policies.
This change applies to Lightning Experience and Salesforce Classic (not available in all orgs) in Enterprise and Unlimited editions.
Sum It Up
You’ve learned about some of the most important Salesforce feature releases over the past year. Now it’s time to test your understanding of these topics and complete the quiz to maintain your Salesforce Architect certification.