Summary:

Streamlined user access in Salesforce by consolidating redundant profiles and implementing a scalable permission set architecture. Reduced admin overhead and enhanced security across departments.

Objective: 

• Reduce the number of legacy user profiles that caused access inconsistencies.
• Implement a modular permission strategy using Permission Sets and Permission Set Groups.
• Align user access with role-based responsibilities and best practices for system governance.

Solution:

• Audited existing profiles and field-level security
• Created standardized permission sets aligned with functional areas (Sales, Support, Marketing, etc.)
• Built permission set groups for key user personas (Sales Reps, Ops Managers, CS Agents)
• Reassigned users to consolidated profiles and applied permission sets dynamically through automation

Deliverables:

• 8+ custom permission sets mapped to key business functions
• 3 permission set groups assigned based on user role
• Documentation of the access matrix and field-level visibility model
• Flow automation for assigning permission sets on user criteria upon creation and updates

Outcomes:

• Decreased user onboarding time by 60% via automated permission assignment
• Consolidated over 25 legacy profiles into three core profiles with scalable permission sets
• Improved audit readiness and reduced risk by aligning user access with role-specific duties
• Empowered the admin team to manage access with less than half the previous effort