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 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

Convert a Profile to a Permission Set
Convert a profile to an editable permission set using the User Access and Permissions Assistant.