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 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.
In User Access and Permissions Assistant, select Converter.
Select the profile to convert.
Select Convert to Permission Set.
Name the permission set.
Record types and tab access aren’t included in the conversion.
To view the conversion's status, click View Batch Jobs.
To view the new permission set, click View Permission Set.
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