|Applies to: Lightning and Classic|
As a consultant, I’m often engaged in cleanup projects. One of the biggest areas of confusion seems to be around system security, especially when org wide defaults are not the default public read/write permissions. So how does one begin to clean up Salesforce profiles and get them under control? Here are some of the techniques I use to tackle this issue.
First lets cover a couple basics that I consider best practices:
So let look at some cleanup methods:
There are a couple paid apps on AppExchange but I find that using one of more of the above provide pretty good insight into my profiles without a lot of expense. Hope this is helpful, and if you have any questions, comment below and I’ll be glad to help.