How to “Clone Permission Sets” in Bulk in Salesforce in few clicks?

Clone-Permission-Set

ABC Company is using Salesforce to manage its Sales, Service Cloud activities. They have lot of Permission Sets which are being used to manage the permissions for the different type of users.

ABC Company is expanding its business and want to setup a new Salesforce org (Org 2) which is replica of existing salesforce org (Org 1). In order to replicate, they need to perform multiple activities like:

  • Clone Custom Objects & all of its custom fields, validation rules, Page-layouts, Record types

Refer this article to perform this action in few clicks:
https://bofc.io/clone-operations/how-to-clone-object-in-salesforce-in-few-clicks

  • Clone Reports (with Report Types & Report Folders)

Refer this article to perform this action in few clicks:
https://bofc.io/clone-operations/how-to-clone-reports-in-salesforce-in-few-clicks

  • Clone Flows

Refer this article to perform this action in few clicks:
https://bofc.io/process-builder-flow-operations/how-to-clone-flows-in-bulk-in-salesforce-in-few-clicks

  • Clone Permission Sets

Please follow this blog for more detail.

How can I clone multiple permission sets from selected org to current Org?

As both the orgs (Org 1 & Org 2) are not inter-linked to each other, Alex (an administrator of ABC Company), will have to manually copy each and every entities and complete his action.

For eg: In case, if a developer has to clone a permission sets with many objects, record type, layouts permissions etc, then admin would have to open each and every permission set and clone them to new org.

These type of work requests would take much more effort and time, but with our Salesforce Appexchange Bulk Object Field Creator (BOFC) App user can clone multiple permission sets within “Current Salesforce org” or from any “External Salesforce org” in few clicks.

Benefits of using BOFC Application to Clone Permission Sets:

  1. User can clone multiple Permission Sets in single GO using BOFC
  2. This feature has an option for a user to override any existing permission sets or create the permission sets which are not available
  3. User can clone permission sets from Same or External (non-linked) Salesforce org
  4. Simple Point & Click UI only.

Few Simple Steps to Clone Permission Sets in Salesforce

1. Open the BOFC Home > Click “Clone Permission Sets”

Clone Permission Sets

2. It will open below screen for BOFC Clone Permission Sets

BOFC Clone Permission Sets

User can clone the Permission Sets from different type of source orgs:

  • Can clone from “Current Salesforce Org” in which BOFC is installed
  • Can clone from “External Salesforce org” (Salesforce org which are linked / non-linked to current org in which BOFC is installed)

3. Select the “Source Org” from where you want to clone the permission sets

clone the permission sets

4. Click “Show Permission Set(s)” button and it will start the process to retrieve the “All Permission Sets” in the selected Org.

Click Show Permission Set button

5. Select (single or multiple) permission sets which needs to be cloned. Once ready, click on “Clone here to Initiate Clone” button to initiate the process.

Select (single or multiple) permission sets

Once this blue button is clicked, it will open a popup with some instruction in it. Just follow the instructions and you are done.

popup with some instruction

Override / No-Override = In case the permission sets with the same name already exists:

  • Clone & Override = In this case, the clone process will override the existing permission Sets which the same name.
  • Don’t Override = In this case, the clone process will only create the permission sets which doesn’t exists in the current org.

6. Once the “Click here to Clone in Current Org” buttons is clicked, it will update the status against each row for all the permission sets.

Click here to Clone in Current Org

Green means – Permission Set Cloned Successfully
Red means – Permission Set get error out because of the some reason.

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Have you started using BOFC yet? Thousands of BOFC users have been able to save time & boost productivity using our Salesforce Metadata app. Click here to install the latest version of BOFC application in your Salesforce instance & explore its complete benefits for you.

For any queries or suggestions, you can write your comment in the comment box or for further assistance contact us at https://www.bofc.io/#contact or mail us: support@tech9logy.com. Our BOFC Expert will help you get the best out of it.

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