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Manage Users and Data Access
Convert a Profile to a Permission Set

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Convert a Profile to a Permission Set

Convert a profile to an editable permission set using the User Access and Permissions Assistant.

Required Editions

Available in: all editions except Starter
User Permissions Needed
To use the User Access and Permissions Assistant: API Enabled AND Assign Permission Sets AND Customize Application AND Manage Custom Permissions AND Manage Profiles and Permission Sets AND Manage Session Permission Set Activations AND View Roles and Role Hierarchy AND View Setup and Configuration
Permission Sets Needed
To access the User Access and Permissions Assistant: User Access & Permissions Assistant Access
Note
Note This topic is about the User Access and Permissions Assistant app. For information on downloading this app from AppExchange and installing it, see Install the User Access and Permissions Assistant in Salesforce Help.
  1. In User Access and Permissions Assistant, select Converter.
  2. Select the profile to convert.
  3. Select Convert to Permission Set.
  4. Name the permission set.
    Record types and tab access aren’t included in the conversion.
  5. To view the conversion's status, click View Batch Jobs.
  6. To view the new permission set, click View Permission Set.

See Also

 
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