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User Access and Permissions Assistant Considerations

Be aware of these considerations and special behaviors for the User Access and Permissions Assistant.

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.

Accessing the User Access and Permissions Assistant

Verify that the user for the app has been assigned these permission sets.

  • User Access & Permissions Assistant Access
  • The permission set created during installation to access the Tooling API Credential
  • If necessary, any additional permission sets created with the required permissions

Analyzer

When you analyze by user, you must refresh the User Access and Permissions Assistant app each time you want to analyze permissions on a subsequent user.

To refresh the Analyzer feature, select another function, such as Converter or Report, and then return to Permissions Analyzer. Alternately, you can refresh your browser tab.

If you have more than 5,000 users, you can experience slowness and the user that you want to select may not display in the user list.

Converting Profiles to Permission Sets

When converting a profile to a permission set, a variety of factors can cause some records to fail to convert.

  • If permissions are associated with deactivated or deprecated features, or bad data, it’s possible that the permissions don’t convert.
  • If Apex classes are running at the time of conversion, it’s possible that Setup Entity Access permissions don’t convert.

The User Access and Permissions Assistant only supports converting profiles with a Salesforce license.

See Also