Automate User to Permission Set, Group, Queue Assignment in Salesforce | User Access Policies 🚀 🔥

In today's video, I am going to share a new configuration that came recently and it's called User Access Policies. With user access policies, you define aggregated access for your users in a single operation. Automate your users’ assignments to the permission set licenses, permission sets, permission set groups, package licenses, queues, and groups. You can create policies that grant or remove access whenever users are created or updated, or in a one-time manual migration.

📌📌📌 Content ----------
0:00 - Introduction
0:44 - How to enable this feature
1:41 - Explain the Use Case
2:40 - User Access Policy #1 - Grant Scenario and Manual Update
7:00 - User Access Policy #2 - Revoke Scenario and Manual Update
8:43 - User Access Policy #1 - Grant Scenario and Automated Update
9:51 - User Access Policy #2 - Revoke Scenario and Automated Update
10:33 - Advanced Use Case - Multiple User Access Policies Valid
14:48 - Conclusion

#automation #user #permissionset #groupassignment #queueassignment #useraccesspolicy #salesforce

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[massimotarquini]

are OR conditions or custom logic supported? the only possible option i see is a single criteria rule and that s it OR is not supported as far as i can see? thanks sir

[kalyanisundaram]

I want to create a public group that should be assigned to particular permission sets. so that i can remove the users from the group, not individually go and remove the permission set, is that possible ?. Please advise

[davidi]

Hey! Do you know if there is a way to assign Permission Set to profiles or if it's going to be available soon? Thank you! Great video.

[devanshmarkan]

I have a doubt. I want to revoke a user's access to a public group if a permission set assignment is deleted.
I did try it as filter being "Permission Set NOT EQUAL TO thatnameofPS, and action was "Revoke Public Group. But it's not working. What could be the problem?

[massimotarquini]

great video sir. can these policies be migrated with change sets?

[awesomekj]

Do you know if we can create some kind of trigger or apex to de provision license or permission set without manually removing them from users?

[khushimuneer-yb]

Hi, I tried using this but could not locate my custom object (picklist values) to reflect in "Select Additional User Field Filters". Does this have to be checkbox the way in your example has been showcased ?

[Jay-ky]

Thanks heaps.. i didn't even know these sort of features existed in SFDC

[bnindu]

@sudip I love this video which would be a huge usecase for JML. I love the video explanation, usecase and text which shows up quickly. Keep doing this great work!! i would love to reference your video for a jml usecase. Let me know if that is okay with you?

[kasijangiti]

Detailed Explanation SIr. Keep doing the videos like this. It will be very helpful for us. Thank you for your effort.

[romilservio]

This will definitely help out a lot. I could see us using this to assign permission set group to an experience site portal user. Thank you for sharing.

[awesomekj]

can you do a case where this assignment fails ? Where would you see the errors ?