These slides helps to troubleshoot user access issues for salesforce admins. One of the greatest presentations in Dreamforce 2016.

1. Belinda Wong
Director, Product Management
belinda.wong@salesforce.com
@BelindaWong
Troubleshoot User Access
Problems the Salesforce Way
Salesforce on Salesforce
Jordan Mangini
System Specialist
jmangini@salesforce.com
@JordanMangini

2. Forward-Looking Statements
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or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology
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3. Agenda
​ Best Practices
​ Statistics
​ Problem Solving Funnel
​ Demo
​ Permissions Roadmap
​

4. Standard Profiles
Custom Profiles +
Permission Sets
Multiple Organizations
Best Practices for Using Profiles & Permission Sets
​ Security Progression with Complexity
Increasing # of Users, Processes & Objects

5. ​ Profiles
• Limit One per User
• Baseline authorization
• Page Layout and other user
interface defaults
​ Permission Sets
• Built for layering
• Perfect for role or task-based authorizations
Best Practices for Using Profiles & Permission Sets
​ Division of Labor between Profiles & Permission Sets

6. ​ 7 ​ 1,000​ 20,000
Scale Scope Volume
User Access Cases
per Week (on average)
Employees Salesforce Organizations
Statistics on Salesforce’s Internal Orgs
​

7. Monitr
​ Tool to gather statistics and monitor key “uber” permission

8. User Access Problem Resolution Funnel
​
Missing:
• Data
• Fields
• Bu1on
Reasons:
• New role
• New
feature
Problem
Definitions
Identify
Elements
Check
Access
Isolate &
Iterate
Resolution
• Page Layout
• Object (CRUD)
• Field Level Security
• Apex Class &
Visualforce
Security
• Sharing Rules
• App & System
Permissions
• User & Profile
Comparisons • Permission Set • Login As User
& Verify
• Public Groups

9. Troubleshoot Scenario
​ Who – Robbie Renewals
​ What – He can’t see the “Get Help” action
for his opportunities
​ Why – The “Get Help” Sales team feature
is being extended to Renewals team
​
​ Access issues after a Business Requirement Change

10. Apply Problem Funnel to our Demo
​ Analyze elements the “Get
Help” Custom Action
Use our tools to find
differences between users
Create new
permission set
Login-as
target user
Goal: Happy Users!
Identify Problem
Details
Check Access
Isolate & Iterate
Test

11. Features Roadmap
• Custom Permissions
• Delegated Administration
• Public Group management
• Metadata API
• Session-based Permission Sets
(Developer Preview) –
Summer ’16
• Sobject API updates for Profiles –
Winter ‘17
• Permission Set License auto-assignment –
Winter ‘17
• Permission Set Hierarchy or Grouping
• Lightning Experience for User Management with
Salesforce Einstein
• Delegated Administration
• Queue management
• Application level delegation
​ Permissions and Delegated Administration
Recent Features Longer Term

12. Additional Resources
Where the trail never ends

13. Links to Additional Resources
• Grey Tab chrome extension (search for Grey Tab in Chrome Webstore)
• https://perm-comparator.herokuapp.com
• https://audittrailyo.herokuapp.com
• https://developer.salesforce.com documentation for objects used the highlighted tools
• Profile and Permission Set Object Relationship Diagram
• Profiles API guide
• Permission Sets API guide
• Setup Audit Trail API guide and Salesforce Hacker Blog ( http://www.salesforcehacker.com )
• Recommended Trailhead Modules
• Data Security ( https://trailhead.salesforce.com/module/data_security )
• Identity ( https://trailhead.salesforce.com/trail/identity )
• Event Monitoring ( https://trailhead.salesforce.com/module/event_monitoring )
​

14. Thank Y u

15. Perm Comparator Demo
A Connected App (hosted on Heroku) to
visually compare between profile, permission
set, and/or users

16. Perm Comparator
​

17. Grey Tab Demo
Chrome browser extension to check api access
within the same UI display

18. Grey Tab
​

19. Workbench Demo
Web tool to explore data schema & Rest APIs and
run SOQL queries

20. Workbench
​

21. Audit Trail Yo Demo
A Connected App (hosted on Heroku) to query,
filter and visualize your org’s audit trail

22. Audit Trail Yo
​

23. ​ Users with same role/
job but different
profiles
​ Tools:
• Perm Comparator
• Workbench
​ Multiple users
reporting similar
issues
​ Tools:
• AuditTrailYo
• Workbench
​ Display problems
​ Create Debug Logs
​ Tools:
• Grey Tab
• Workbench
Login-As Comparisons Forensics
3 Troubleshooting Approaches