Here are two brand new posts on what I believe are best practices for the next decade of Salesforce user provisioning at small organizations. Lol... what a statement. I'll guarantee you that what I have in my org of more than ten years is a far cry from best proactive now... probably wasn't then. But I've been trying! And it's starting to save time and make more possible...
It starts with a minimal user profile. Then you add tasks to be done broad permission sets and put them into a permission set group muted down to those needed by the user or user group.
It's not easy stuff but I highly recommending learning how. There is too much valuable data in your org to continuing running "wide open" and there isn't enough time in the day to manage it any other way that I know about.
P.S. LAtely I can't seem to get my game together to release a blog on Wednesday which is probably the best day. So please comment and share on Wednesday. Lol
1. Brief intro to creating an empty or minimal profile article: (summary created with help of AI):
Enable restricted access login users like volunteers or interns by creating an empty
profile. Salesforce’s default “Minimum Profile” has been inadvertently added
Permissions by us (you have to uncheck it each time you add stuff), making it useless and requiring cleanup. Workbench allows easy addition
of a blank profile with only name and license type, saving time and effort compared to
searching for granted access. Created a test user named Nobodyx @SYMin with no
role, assigned minimum profile, and unique email address. Login-as admin without
password. Currently, there is only one app (and one rogue app) available.
https://mighyforce.dreamhosters.com/2024/01/sym-publicity-volunteer-permission-set-group/. Compliments to @Tom Bassett for the neat method to create your own.
When you login as a user created with no checkboxes per missions other than this profile, you simply get lightning with one app (chatter). This is what we want! (P.S. I did eventually get rid of Power of Us Hub... it was a tab setting apparently ignored by the profile and permission sets) @Cheryl Feldman
2. Brief intro to creating a permission set group to capture a complex jobs to be done for a volunteer publicity helper: (summary created with help of AI):
A volunteer will access Salesforce Experience Cloud to edit objects at
cconnect.SYMin.org, allowing them to view, proofread, and modify data from numerous
records. Volunteers will receive a minimum profile and permission set for working with
functional tasks. Tasks include working with SYM Events, inventory items, programs,
and Managed Content. They will fix spelling errors, view impact data, and fix errors in
various objects. CRM content may be an alternative if needed. The document outlines
permission sets for various SYM objects, including SYM Events, Inventory, Programs,
and Managed Content. These permissions require full CRUD access to custom objects,
SYM Event Management App access, and access to the SYM Inventory App. The
permission set also requires read access to Program Engagements and Program
Cohorts, and access to the Program Management Reports folder. The document
emphasizes the importance of these permissions for effective use. Users assigned to
the experience cloud can access web pages, navigate to record pages, and edit fields
with edit permissions.
This is a veal example--it's messy... not simple at all. But it wasn't hard. And the parts are reusable and set the template for how all future tasks for internal ad external users will be provisioned.:
https://mighyforce.dreamhosters.com/2024/01/sym-publicity-volunteer-permission-set-group/
Here is the finished user logged in. They see a number of apps because the items exposed on our experience cloud site come from a variety of places. They have no delete rights for most items, although our custom object for managed content (a CRM type object) has full rights. Very cool... nothing distracting or dangerous! Just what everyone would order for a new person!
@The Blog Group @MVPs & AppExchange All Stars @Nonprofit and Education MindShare @Ryan Ozimek @Nonprofit User Group, San Antonio, US @Nonprofit User Group, Dallas, US @Nonprofit User Group, Houston, US @Nonprofit User Group, Austin, US #User Provisioning #Profiles #Minimum Access
