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Bulk Assign Permission Set License Assignments Using Salesforce Data Loader

Publiceringsdatum: Oct 13, 2022
Beskrivning


When you need to assign a Permission Set License (PSL) to a large number of users simultaneously, you can use Salesforce Data Loader to insert records in bulk into the PermissionSetLicenseAssign object. This is the recommended approach for mass PSL assignments and avoids the time-consuming process of manual, one-by-one assignment through the Salesforce UI.


Note: This article only applies to Permission Set License assignments for assigning Permission Sets see Use Data Loader to mass assign permission sets.

 
Lösning

To assign Permission Set licenses, you will create a new records in the PermissionSetLicenseAssign object for each User to be assigned a license. Create a CSV file that contains, the following fields:
 
  • PermissionSetLicenseId - The ID of the Permission Set License to be assigned
  • AssigneeId - The ID of the User to which the Permission Set License will be assigned
 

Save the file as a CSV (comma delimited) and use Data Loader to insert the records: 

 
  1. Launch Data Loader
  2. Click Insert and login to your organization
  3. Select the 'Show All Salesforce Objects.' checkbox
  4. Select the object named 'Permission Set License Assignment (PermissionSetLicenseAssign)'
  5. Browse to find the CSV file saved above
  6. Click Next and OK
  7. Map the fields in the CSV file
  8. After Mapping the fields click Finish

Once this process is complete, your users will be assigned the Permission Set License.
 

See Also:


Note: You can find Permission Set License ID from exporting the records from the object 'Permission Set License' object from Data Loader.
Knowledge-artikelnummer

000383736

 
Laddar
Salesforce Help | Article