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User permissions reporting (beta) - see who can read and edit fields across your Salesforce orgs

Ellis Toms on January 10th 2018

We know how tricky it can be to keep track of the hundreds of profiles and permission sets in your Salesforce orgs, not to mention all the different levels of access they collectively create. Assigning a user the wrong permissions is potentially very dangerous, so it’s crucial to monitor who has access to sensitive data.

With Gearset, we’ve made it simple to understand and keep track of your user access control. Explore and report on which profiles and permission sets have been applied across objects and fields with our permissions reporting (beta).

Gearset’s permissions reporting (beta)

Currently, permission reports are generated as part of Gearset’s change monitoring jobs. If you don’t have any change monitoring jobs running on your orgs and need help getting started, check out our free support guide.

To access permissions reports, first navigate to the Monitoring and backup page in the app and click View history on one of your change monitoring jobs.

Select View history for one of your change monitoring jobs

Under your Monitoring history, click Explore permissions to dive into which profiles and permission sets have been applied across your objects and fields.

You can explore the permissions for every time a job has run

Gearset will then generate a list of all the objects in that org (and all the fields on those objects) for you to explore. Select an object and field that you’re interested in and Gearset will display all the user access permissions that relate to that field and whether they grant read or edit access to the field.

Here you can view all the user permissions that relate to an object and its associated fields

Under Export permissions, you have the option to easily download the CSV permissions report for a single field or all fields of an object. Simply click Download CSV… and you’ll be able to use these reports for your internal regulatory compliance audit paper trail or for further analysis in Excel.

Download your object permissions reports

With our permissions reporting, you’ll be able to confidently monitor which profiles and permission sets have been applied across objects and fields in your Salesforce orgs, helping to ensure that your sensitive data is only exposed to the right people.

Try it out and let us know what you think

If you want to easily keep track of user access permissions across all of your Salesforce environments, why not start you free 30-day trial today?

As permissions reporting is still in active development, it’d be fantastic to hear your thoughts so we can continue to build the features that you want. If you have any feedback, questions, or suggestions as to what we can do next, please don’t hesitate to get in touch through either the live in-app chat or at [email protected].

Permissions reporting is a part of the Gearset Enterprise subscription, so if you are on Pro and want to try it out just contact us for a free trial of our Enterprise tier.

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