permissions – How to document Salesforce user profiles – SOQL queries to pull data

I want to document and compare user profiles quickly without having to flip between profiles in Salesforce. I typically use the Permcomparator tool but this would be a file that all teammates would have access to in my org.

Has anyone created such a document? What data points did you find most useful?

At a minimum I’d like to document for each profile:

  • App Permissions
  • Object Permissions
  • System Permissions
  • Custom Permissions

Were there specific SOQL queries you used to create profile documentation? I’m struggling with how to set this up in Excel, to be honest.

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