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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