IDEA: For any Salesforce Admin or developer, there is a requirement to View or Export how salesforce three core feature like Profiles, Users and PermissionSets are interlinked to each other.
For eg:- How many users belong to Profile "XYZ" and what are their permissionSets?
- How many users belong to PermissionSet "ABC" and what are their Profiles?
- Export all the Users with their profiles and with their permissionSets?
- and many more
It would be tedious job to open each entities one by one using Salesforce Standard process and make a count of every item.
These type of work requests would take much more effort and time, so one of the best option to overcome this situation is by using an appexchange app called Salesforce Bulk Object Field Creator (BOFC)
Few Simple Steps to Export Relationships in salesforce in few clicks
1. Open the BOFC Home > Click "Explore relationship between Profiles, User, PermissionSets"
2. It will open the below screen
3. Select the entity type
How it works:
- 1. If user want to summarized the results by Profiles, then the final output (xls) will display each profiles and their related users and permission sets assigned to each users.
- 2. If user want to summarized the results by Users, then the final output (xls) will display each user and their profile and permission sets assigned to each users.
- 3. If user want to summarized the results by Permission Sets, then the final output (xls) will display each permission set and all the users assigned with their profile details
4. Once the entity type is selected, click on "Export" button to export the results with respect to selected entity:
and here is the final result in xlsx format, which shows the selected profiles, their related users and permission sets.
For more details, refer official webpage of this application
https://www.bofc.io/
Below is the AppExchange URL for this application
https://appexchange.
Below is the AppExchange URL for this application
https://appexchange.
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