Founder of Technical Potpourri, Co-Founder of Shrey Tech, Enterprise Cloud Architect
Welcome to the Winter ’24 Release! Salesforce Release is the process by which Salesforce updates its software platform to add new features, enhancements, and bug fixes. Salesforce releases typically occur three times a year, in spring, summer, and winter, and are named after the season in which they are released. In this post, I am going to share all the new enhancements related to permissions that are coming along with Winter 24 release.
If you prefer watching videos, you can watch my YouTube video covering these enhancements below.
See What’s Enabled in a Permission Set More Easily (Beta)
Clicking on that button, and you will get the summary of Permission Set Groups this permission is being added to, User Permissions (App & System Permissions), Object Permissions and System Permissions.
Report on Custom Permission Set and Permission Set Group Assignments
To simplify user management, you can establish a custom report type and generate reports concerning custom permission sets and permission set group assignments. These reports enable you to:
1. Easily identify all users allocated to a particular custom permission set or permission set group.
2. Utilize the report to assess the assignments of an individual user.
This functionality empowers you to streamline your user management processes efficiently.
From Setup, in the Quick Find box, enter Report Types, and then select Report Types. Select Permission Set Assignment as the primary object.
Select All Fields When Configuring Field Permissions
Within permission sets, you now have the capability to swiftly toggle Read or Edit access for all fields with a single click, rather than the time-consuming process of individually configuring each field’s permission. This enhancement offers significant time savings, especially for tasks like configuring API-only integration users or transitioning profiles to permission sets.
However, it’s crucial to maintain security best practices by enabling only the necessary field permissions that align with your users’ specific business requirements.
Troubleshoot Permission Set Group Errors
To expedite issue resolution, the latest actionable error message linked to a permission set group is now prominently featured on its detailed page. Additionally, you have the ability to manually recalculate permission set groups, particularly when they encounter a failed status, following deployments or package updates. Previously, this required making updates to the permission set group, but now you can initiate recalculation directly when needed.
See API Names for Object and Field Permissions in Permission Sets
While configuring object and field permissions within permission sets, you’ll notice a helpful enhancement. In addition to the object and field label, the Object API Name and Field API Name are now presented. This update simplifies the differentiation of objects and fields, which can be especially useful when dealing with multiple components that share the same name.
See How Many Permission Set Groups a Permission Set Is Added To
Now, you have the ability to view a count of how many permission set groups include a particular permission set. This count serves as a valuable tool to estimate the potential impact on your users before implementing any modifications to a permission set.
Automate and Migrate User Access with Improved User Access Policy Filters (Beta)
You now have the capability to reference a total of three permission sets, permission set groups, or managed package licenses within your user access policy filters. This enhancement makes it more convenient to pinpoint and target your intended users precisely. Previously, you were limited to referencing only one permission set, permission set group, or managed package license at a time.
With user access policies, you can automate user assignments to managed package licenses, permission sets, and other access mechanisms based on criteria that you define. These policies can run automatically during user creation or updates, or for streamlining user migrations to new access configurations in a single operation. It’s worth noting that this feature remains available in beta during Winter ’24.
This article is not endorsed by Salesforce, Google, or any other company in any way. I shared my knowledge on this topic in this blog post. Please always refer to Official Documentation for the latest information.