A few weeks ago, I wrote about the options for managing field permissions for Profiles. I tested several tools for these operations, as well as checking the capabilities to update such permissions using native Apex code by writing a small tool.
One of the findings is that such Apex code is difficult to maintain with many different validation end cases. Nevertheless, the tool was effective and good in many use cases. For that reason, I added a few more functionalities, improved the UI and the error handling, and created an app based on it that can be easily installed in any Salesforce environment.
The app, Permission Helper, is completely free, the use is simple, and of course there are all the advantages of native code: everything runs on the Salesforce platform, so it's faster and safer.
Usage:
- Go to the tab Update Profiles/Permission Sets
- Choose one of the two options: Update fields permissions/Update objects permission
- Select the Profiles/Permission Sets as well as the fields or objects to update.
- Modify the permissions.
- Save
It is important to note that the application does not manage dependencies between permissions but simply tries to save the settings that were made, and in the case of any violation of a setting, an error will be displayed to the user. For example, if a certain permission is required to get update permission on the Lead object, when you try to give such permission through the standard Salesforce UI, it will notify you about the missing permission and will offer to add it; the app, on the other hand, will simply display an error message saying that the relevant permission is missing.
