As a Salesforce Administrator, user management is a common and more tedious task we do every day. For example, create user, update profile, assign/remove permission sets or permission set groups, etc. Sometimes these tasks become a nightmare as your org is complicated or the userbase is too big. Aren’t we administrators are entitled to some time for a coffee break or spent time to learn something new on Trailhead by automating some of these works. If yes, you’re land to the right place.
This article will show you how to auto-remove Permission Sets or Permission Set Groups based on the expiration date. Let’s gets started;
Oh wait — let’s take a few minutes pause and make a cup of Cappuccino.
I enjoyed a little coffee break and played with neighbors’ dogs. Let’s move forward!!
Before you set an expiration date for the Permission Sets or Permission Sets Groups, there are some pre-requisite.
Follow the below steps to enable the Settings:
- Navigate to Setup | Users | User Management Settings.
- Enable Permission Set & Permission Set Group Assignments with Expiration Dates (Beta) settings.
Let’s Manage Expiration of Permission Sets and Permission Set Groups.
Manage Assignment Expiration
- Click Setup. In the Quick Find box, type Permission Set.
- Select Permission Sets, then click on the permission set label, you want to manage expiration for.
- Click on the Manage Assignment Expiration button. It will show you current assignments for this permission set and their expiration if any.
- Click on the check box, next to the assigned users name.
- Click on the pencil icon to update the expiration date.
- Select Specify the expiration date radio button.
- Select an option from the list: Custom Date.
- Click on the Calendar icon and choose the date you want to assign as the expiration date.
- Click on Assign and Done.
Permission Sets expiration date set for user Madhu Rawat and assigned to her till 30th April 2022.
Follow steps 1 to 9 for Permission Set Groups if you want to Manage Assignment Expiration for Permission Set Groups.
Points to Remember
- The user will remain assigned to the permission set or permission set group and cannot access the permissions associated with the permission set or permission set group after an assignment expires.
- Permissions assigned to users via non-expiring permission sets, permission set groups, or through a profile will still apply even after a permission assignment expires.
You are Done!!!
I would love to hear about your experience with Manage Assignment Expiration. How do you use it?
Leave a Reply