Loading
Feature degradation | Gmail Email delivery failureRead More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Bulk-Assign a Health Cloud Permission Set or License

            You are here:

            1. Salesforce Help
            2. Docs
            3. Health

            Bulk-Assign a Health Cloud Permission Set or License

            To bulk-assign a Health Cloud permission set and permission set license for multiple users, you need the unique ID of the permission set and the unique ID of each user.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud
            1. Check to see how many licenses are assigned. In Setup, go to Company Settings | Company Information, and click Permission Set Licenses.
              Under Permission Set Licenses, check that you have enough Health Cloud licenses for all the users you want to assign.
            2. In Data Loader, click Export, log in, and grant access to the company org.
            3. Click Show all Salesforce objects and select the User object.
            4. Enter a unique name for the new CSV file (for example, User_Extract.csv), browse to where you want to download the generated file, and click Next.
            5. Select Id, LastName, and FirstName, then click Finish.
              Tip
              Tip To locate only active users, set IsActive to true.
            6. Confirm that the downloaded CSV file has three columns: User ID, Last Name, and First Name.
              You only need the ID, but the last and first names make it easier to identify the user.
            7. Back in the Data Loader Export tab, click Show all Salesforce objects and select Permission Set.
              1. Give the target a unique file name (for example, PermSet_extract.csv), and click Next.
              2. In the panel of query fields, enter this SQL query in the text box, replacing <Permission_Set_APIName> with the appropriate permission set API Name: Select Id, Name, Label FROM PermissionSet WHERE Name = ‘<Permission_Set_APIName>’.
                For example, the permission set API Name for the Health Cloud Permission Set License permission set is HealthCloudPermissionSetLicense and the API Name for the Health Cloud Starter permission set is HealthCloudStarter. You can find the permission set API name in Setup by searching for Permission Sets, then clicking the Permission Set Label to view details.
              3. Click Finish and then Yes to confirm that you want to proceed.
              A single record is created and downloaded.
            8. In the downloaded file, copy the unique ID for the Health Cloud permission set.
              1. Open a new CSV spreadsheet and enter headings to the first two columns: PERMISSIONSETID and ASSIGNEEID.
              2. Copy the user IDs from the User_Extract.csv file, and paste them into the spreadsheet’s ASSIGNEEID column.
              3. Open the PermSet_extract.csv file. It has a single row of data. Copy the first field, which is the internal ID for the Health Cloud permission set, and paste it into the spreadsheet’s PERMISSIONSETID column for each user.
              4. Save the spreadsheet with a name like PermSetAssignments.csv.
            9. Back in Data Loader, on the Upsert tab, click Show all Salesforce objects, and select the object Permission Set Assignment. Browse to the PermSetAssignments.csv file and click Next, and click OK.
              Confirm that the Id field is shown as matching the PermissionSetAssignment. Click Next.
            10. Select the CSV field to map to the Id field of the permission set, and click Create Map.
              1. From the list of fields, drag AssigneeId to the ASSIGNEEID row in the mapping table.
              2. Drag PermissionSetId to the PERMISSIONSETID row, then click OK and then Next.
                Tip
                Tip You can save this mapping for later use.
              3. Choose where to save the success and error files, and click Finish.
            11. Under Company Information in Setup, check the Permission Set Licenses and Permission Sets tables to verify that the licenses and permission sets have been assigned.

            See Also

             
            Loading
            Salesforce Help | Article