#SalesforceSummer23 – Automate Assignments to Users with User Access Policy

#1MinuteTip #SalesforceSummer23 You no longer need to manually assign access rights to your users. Automate your users’ assignments to managed package licenses, permission sets, and other access mechanisms based on criteria that you set.

Create user access policies that automatically grant or remove access whenever users are created or updated. Or, easily migrate large sets of users to a new access setup in a single operation.

Product Area: Customization -> Permissions

1. Enable User Access Policies (Beta) in User Management Settings

Enable User Access Policy

2. Define the criteria & actions for user access policy to assign rights to your user

Define the criteria & actions for user access policy

References & Useful URLs

  • For Related Summer ’23 Release Note Article – Click Here

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