Sudipta Deb

Sudipta Deb

Founder of Technical Potpourri, Co-Founder of Shrey Tech, Enterprise Cloud Architect

Welcome, Trailblazers! With each new Salesforce release comes a wave of innovation, empowering businesses and admins to unlock new capabilities and enhance user experiences. 

In this blog post, I will delve into all the permission and sharing changes that is coming up alomg with Summer 24 Release.

Watch The Video Or Read The Article (or do Both)

#1  – Summary of User’s Permissions and Access

You’re in luck if you’ve ever wondered what queues, public groups, or permissions are assigned to a user. You may save time, effort, and clicks by viewing this information straight from the user’s detail page with the help of the User Access Summary. When troubleshooting or controlling access, there’s no need to run queries or go through every profile, permission set, public group, or queue.

Clicking on “View Summary” button at the user record will give you the details of user’s permission and access.

# 2 – Where Public Group is Used

Find out quickly where a public group is utilized and how much access its members have without having to perform searches or navigate through numerous features. The new Public Group Access Summary allows you to view the list views that an object is shared with and the sharing rules that it is referenced in for a particular public group. Along with the other public groups it is a part of, you may view the report and dashboard folders that the public group has access to.

# 3 – What’s Enabled in Permission Sets & Permission Set Groups

Keeping track of every permission in your permission sets and permission set groups can be challenging. You can now view all enabled object, user, field, and custom permissions on a single page to simplify controlling your users’ access. Additionally, you may view which permission set groups contain the permission set and which groups do not. Some improvements have been made to this feature since its beta release, and it is now generally available. We added the option to view included custom permissions and permission sets in permission set groups, and we updated the layout of the summary page.

Clicking on “View Summary” button at the Permission Set or Permission Set Groups level will show you the summary. This is very powerful feature while doing auditing.

# 4 – Automate and Migrate User Access with User Access Policies

This is a very powerful feature. Assign users automatically to public groups, package licenses, permission sets, and other access features depending on predefined criteria. Establish policies that, upon user creation or modification, automatically grant or revoke access. Alternatively, just move sizable user groups to a new access configuration in a single step. User access policies have been improved with the Spring ’24 release and are currently generally available. You can now create 200 active policies, up from 20, and set the order in which active policies are run.

I have a dedicated video covering how you can configure this. Please watch the vide below.

# 5 – Update Order Field for Existing User Access Policies

The new Order column allows you to control which current user access policy is used when a user satisfies the requirements for several policies. Prior to Summer ’24, active user access policies were assigned order values depending on the date of their most recent modification; nevertheless, it is advised that you modify the order values to meet your needs. Non-automated manual policies did not receive order values.

# 6 – Allow Users to Freeze Users and Monitor Login History

With the Freeze Users permission, you can now grant users the ability to freeze and unfreeze. With the Monitor Login History permission, you may also let users see and download their login history. A user with this ability can read data in Login History reports with the appropriate report permissions and access the login history related list on user records. Before, you could enable these functionalities for users by assigning the Manage Users permission; now, it has more powers. Freeze people and Monitor Login History are enabled automatically for people who are currently allocated the Manage Users authority.

After having this feature, we don’t need to provide the broader permission like “Manage Users”. So this is going to be a very helpful addition to the security belt in Salesforce.

Conclusion

I hope this blog post and the video will help you to understand all the new Permissions and Sharing changes that are coming up alomg with Summer 24 release. You should always review your existing org’s security and take actions accordingly making sure your org is fully secured.

Stay tuned for more insights and updates as I explore the endless possibilities of Salesforce Summer ’24. 

Happy Trailblazing!

Disclaimer

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.

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