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Manage Users and Data Access
Converting Profiles to Permission Sets

Converting Profiles to Permission Sets

If your custom or standard profiles have a Salesforce license, you can use the User Access and Permissions Assistant app to convert them into a permission set that you can edit and assign.

Required Editions

Available in: all editions except Starter
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.

Some profile features aren’t supported in permission sets and don’t convert.

  • Defaults such as Default Apps, Default Tabs, Default Record Types
  • Page Layout Assignments
  • Login IP Ranges/Login Settings
 
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Salesforce Help | Article