The minimum-profile approach – the modern way to design an efficient security model, Milen Kisov
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Salesforce functionality has evolved immensely over the last years, yet not enough attention has been paid to the way we manage Salesforce’s security and the core principles that everyone should follow. Join me in this session where we’ll take a step back and look at the evolution of the Salesforce security features. We’ll discuss the issues with having multiple profiles, how complex security requirements can be met using the minimum-profile approach, and what its benefits and limitations are.
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The minimum-profile approach – the modern way to design an efficient security model, Milen Kisov
- 1. The Minimum-Profile Approach – the Modern Way to Design an Efficient Security Model
- 2. Milen Kisov Salesforce Solution Architect https://trailblazer.me/id/milenkisov https://uk.linkedin.com/in/milenkisov
- 3. I T ’ S F I N A L LY H E R E ! We’re announcing the end of life (EOL) of permissions on profiles that will be the Spring ’26 release. Salesforce, Jan 2023
- 4. P R O F I L E S When was Salesforce launched? User Profile Bob Sales Team Sales Team Profile 1999 Fiona Sales Manager Sales Manager Profile
- 5. P E R M I S S I O N S E T S When was Salesforce launched? When did Salesforce launch permission sets? 2012 Sales Profile User Profile Permission Set Sales Manager Permission Set Bob, Sales Team Fiona, Sales Manager
- 6. P E R M I S S I O N S E T S C H A L L E N G E 1000 users + 1000 permission sets = 1,000,000 permission set assignments
- 7. P E R M I S S I O N S E T G R O U P S When did Salesforce launch permission set groups? 2020
- 8. MINIMUM-PROFILE APPROACH Keeping the number of user profiles to the absolute minimum based only on functionality that can’t be achieved otherwise.
- 9. I S S U E S W I T H P R O F I L E S 01 HARD TO DEPLOY 02 03 04 INFLEXIBLE NOT REUSABLE NO NEW FEATURES
- 10. P E R M I S S I O N S A F T E R S P R I N G ‘ 2 6 User Permissions (System & App) Object & Field Permissions Record Types (not defaults) Apps (not defaults) Connected Apps Access Apex Classes & VF Pages Tab Settings Custom Permissions PERMISSION SETS PROFILES Login Hours Login IP Ranges Default Record Types/Apps Page Layout Assignments
- 11. P E R M I S S I O N S E T S A N D P E R M I S S I O N S E T G R O U P S D E S I G N P R I N C I P L E S Secure Following the Principle of Least Privilege Reliable Scalable Simple Easy to maintain
- 12. W A Y S T O M O D E L P E R M I S S I O N S E T S Use Case Example Naming Convention Option To provide all users a base level of access • [Company Name] - Base Access; Company-wide permission set To provide CRED access to a certain object when it's not part of the Base Access • Manage Contacts; Object-specific permission set To provide granular access to a certain object when it's not part of the Base Access • Create Contacts; • Read Contacts; • Edit Contacts; • Delete Contacts; Granular object-specific permission set Additional access for a persona/ department/ team/ user • Marketing Department; • Marketing - Edit Contacts; • CEO - Delete Opportunities; Persona/ department/ team/ user - specific permission set
- 13. S A M P L E U S E C A S E Sales Marketing Face-to-Face Sales Team Telesales Team Email Marketing Team Social Marketing Team Executives Compliance Need to create Opportunities of 'Telesales' record type Need to create Opportunities of 'F2F' record type Need to be able to delete Campaigns
- 14. P E R M I S S I O N S M O D E L L I N G – O P T I O N 1 Face-to-Face Sales Team Telesales Team Executives Email Marketing Team Social Marketing Team Compliance Team Minimum Access Profile Sales Permission Set Group Marketing Permission Set Group Compliance Permission Set Group F2F Sales - Create Opportunities Permission Set Telesales - Create Opportunities Permission Set Email Marketing - Delete Campaigns Permission Set Executives Permission Set Group
- 15. P E R M I S S I O N S M O D E L L I N G – O P T I O N 2 Minimum Access Profile Face-to-Face Sales Permission Set Group Telesales Permission Set Group Executives Permission Set Group Email Marketing Permission Set Group Social Marketing Permission Set Group Compliance Permission Set Group Company-Wide Permission Set Sales Teams Permission Set Marketing Permission Set Compliance Permission Set F2F Sales Permission Set Telesales Permission Set Executives Permission Set
- 16. C O N S I D E R A T I O N S A N D L E S S O N S L E A R N T 1000 Permission Sets 100 Permission Sets per Permission Set Group Less granular = easier to maintain Home Pages Document your model and ensure everyone follows it Lookup Filters, Duplicate Rules
- 17. A N A L Y S E & M I G R A T E U S E R P E R M I S S I O N S F R O M P R O F I L E S T O P E R M I S S I O N S E T S A N D P E R M I S S I O N S E T G R O U P S Analyse Migrate User Access Policies (Open Beta as of Summer '23)
- 18. Thank you