From Profiles to Personas:
Quick, Easy, and Efficient
Quick, Easy, and Efficient
Move from Profile-based security to Permission Set-based Personas in hours, eliminating the labor-intensive task of analyzing and
transitioning user permissions, and saving valuable time and resources.
transitioning user permissions, and saving valuable time and resources.
Problem Statement
Salesforce's move towards a Permission Set and Permission Set group-led security model is the future of access management. This best-practice approach maximizes reusability, offering greater flexibility in managing user permissions.
How can your organization transition from traditional Profiles to this recommended security model, while minimizing time and costs?
How can your organization transition from traditional Profiles to this recommended security model, while minimizing time and costs?
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Profile To Persona Benefits
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Eliminating Time-Consuming Permissions MigrationSkip the tedious tasks of security analysis, user grouping by business roles, and permissions transfer. Profile to Persona completes the migration in hours, freeing up your team’s resources and reducing costs. -
Pre-Defined Permissions Management WorkflowEffective security management needs a strong process for managing access rights. Profile to Persona offers a streamlined, ready-made workflow that minimizes disruption and keeps your organization running smoothly. -
Customizable Personas Based on Current Access LevelsGenerate Personas based on current permissions for different user groups. Easily modify and assign only the necessary Permission-based Personas for each role, select Base Profiles, and ensure strong security. -
Designed for Salesforce ProfessionalsProfile to Persona offers a user-friendly interface with step-by-step guidance, enabling Salesforce professionals to clearly manage organization security setup.
How Profile to Persona Works
Step 1:
Select Profiles for Migration
Select Profiles for Migration
Choose Profiles based on Salesforce License Type for Permissions migration and exclude unnecessary Permission Sets according to your requirements.
Step 2:
Choose Grouping Method
Choose Grouping Method
This step ensures that Personas are accurately created to meet your organization’s needs.
Select between With/Without Reference Users to determine how business roles will dictate access levels for future Personas:
Select between With/Without Reference Users to determine how business roles will dictate access levels for future Personas:
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With Reference Users:
Define Personas based on specific business roles to guide access levels directly. - Without Reference Users:
Personas are automatically defined by analyzing current access levels and finding matches using an advanced vectoring algorithm.
Step 3:
Review Personas and Execute Migration
Review Personas and Execute Migration
Review the Personas, Base Profiles, and user assignments, to ensure they are correctly configured.
Assess if any specific users should be excluded from the migration or if their Personas need adjustments to meet any new requirements.
After confirming that all settings align with your needs, proceed to execute the migration process.
Assess if any specific users should be excluded from the migration or if their Personas need adjustments to meet any new requirements.
After confirming that all settings align with your needs, proceed to execute the migration process.
Transition to Permission Set-Based Personas in Hours, Not Weeks – Install Profile to Persona Package!
Transition to Permission Set-Based Personas in Hours, Not Weeks – Install Profile to Persona Package!
FAQ
FAQ
Following Salesforce's recent announcement regarding the “End of Life for Permissions on Profiles”, transitioning to a Permission Set security model is now inevitable for all Salesforce organizations.
Moreover, migrating to Permission Set-driven Personas enhances flexibility, allowing for more granular and efficient management of user permissions.
Moreover, migrating to Permission Set-driven Personas enhances flexibility, allowing for more granular and efficient management of user permissions.
Profile to Persona provides:
- Seamless Permissions Migration: Effortlessly transition users from Profile-based security to Permission Set-driven Personas.
- Custom Persona Management: Define, manage, and customize Personas, set Base Profiles, and apply them to users based on your organization’s needs.
- Permission Set Creation: Automatically generate tailored Permission Sets that align with current access levels to meet specific user requirements.
You can install Profile to Persona directly from the AppExchange. Alternatively, submit a request form, and the Code Ohana team will reach out to guide you through the installation process.
Yes, Profile to Persona supports Professional, Enterprise, Unlimited, Developer, Performance and Essentials Editions.
Profile to Persona package offers support through detailed user guide and assistance from the Code Ohana Team, available at sales@codeohana.com.
The migration process with Profile to Persona is designed to be efficient, typically completing in a few minutes depending on the size and complexity of your organization’s data. A progress indicator will be visible once the migration starts.
