The future of user management.

The Future of User Management | Summer ’24 Be Release Ready


Summer ’24 is almost here. Learn more about user management below and check out Be Release Ready to discover more resources to help you prepare for this release. 

Welcome to a new era of user management! At Salesforce, we believe in the power of community-driven innovation. Your feedback as Trailblazers is invaluable—it’s the compass that guides our continuous improvement efforts.

At TrailblazerDX ’24, our session, The Future of User Management, showed the power of community collaboration, drawing insights from our Awesome Admins. Over the past year, your feedback on the admin user access refinement journey has highlighted the need for a less overwhelming Setup, simpler troubleshooting, and fewer clicks for straightforward tasks.

At TDX, we also made some exciting announcements on how we’re improving Setup, starting with user access, as these are the most-used areas in Setup. 

Our plan for improving Setup is a three-pronged approach where we have a Setup framework, improved Setup experiences, and a copilot to assist you in everyday tasks. Summer ’24 is the first release of the new Setup platform, with user access being the first customer. For all of the details on our action plan and the new Setup platform, tune into the Future of User Management on Salesforce+.

The three-pronged approach to fixing Setup, starting with user access.

What you can expect to see in Summer ’24

We know that Setup, particularly user access, has a lot of complexity and clicks, and that you spend an inordinate amount of time troubleshooting. My goal and vision from a product standpoint is that you’re able to navigate user access in under five clicks. The features we are releasing in Summer ’24 start that process, so let’s dive into them.

1. Automate and migrate access with User Access Policies

In Summer ’24, User Access Policies are now generally available (GA)! If you haven’t used User Access Policies before, they simplify your user creation process. You can activate a user access policy so that when a user is created or updated and meets the criteria you set, which can be user attribute-based or user entitlement-based, you can automatically assign access. You can assign permission sets, permission set groups, permission set licenses, managed package licenses, public groups, and queues. In addition to being able to assign access automatically, you can also mass migrate access as you have both a grant action and a revoke action.  

On the user access policy, you’ll notice a new section that shows access changes. The access change feature is a brand new concept that starts to build the connection between the user and the Setup audit trail. You can expect to see more from this feature in future releases.

A user access policy that is going to be automated.

A user access policy in the process of being automated when a user is created.

You even get to control the order in which you want the policies to trigger via the Order field on a user access policy! You will have 200 active user access policies in your org, starting in Summer ’24. 

For more details on enabling and using User Access Policies, see this Help article.  

2. Gain a comprehensive view with User Access Summary

What does your user have access to? You would think this is a fairly simple question to answer, but as Awesome Admins, we know it’s not. We’re excited to announce the User Access Summary in Summer ’24. In ONE click you can see which user permissions (System and App) or custom permissions a user has access to, what access a user has on an object and fields, and which public groups and queues the user belongs to. 

With this feature, you can swiftly get a comprehensive summary of a user’s permissions in under five clicks!

The user access summary for user Sam Oh.

3. Get all the details with Permission Set and Permission Set Group Summaries (GA)

Part of the journey to improving Setup is to make consistent experiences. You all loved the permission set and permission set group summary we released in Winter ’24. Your love of this feature is actually what sent me down the path of “let’s ‘summary’ all of the things.” What we did in Summer ’24 is move this to our new Setup component as well as add some additional features, such as custom permissions and the ability to see the permission set group summary from the groups the permission set is included in, and vice versa for the permission set group summary. This feature was previously in beta and is now GA!

The permission set summary for a permission set called Advanced Support Admin Access.

This feature will not only provide you details about the access each permission set or permission set group provides but also map out how these permission sets or permission set groups connect. We’ve even added the specific custom permissions that each permission set or permission set group is authorizing.

The permission set summary showing the new tab for custom permissions.

This update will make managing permissions much easier and clearer, helping you save time and understand access rights without the hassle.

4. See where a public group is used with the Public Group Access Summary

Determining where a public group is used has traditionally been a puzzle. In fact, it was so confusing you all created an idea for it. You might have often found yourself having to recall and examine each location where a public group could potentially be used, or alternatively, a developer might be tasked with intricate SOQL queries to uncover this information.

And for that reason, we’re happy to introduce the new Public Group Access Summary, which will dramatically simplify it all. This feature provides a detailed summary that reveals the access a public group holds, the sharing rules the public group is used in, the report and dashboard folders it grants access to, the other public groups this one is included in, and the list views by object that the public group grants access to.

We know this isn’t everywhere that a public group can be used, but they’re currently the most-used areas. We will make future enhancements to this feature and would love your feedback, so keep leaving comments on this idea!

The Public Group Access Summary.

Our hope is that these features save you time, help you understand user access, and generally relieve some of the frustration you have with user access and user management. We also hope all of these innovative features will show you our commitment to improving Setup, reducing clicks, and helping you do things faster.

Summer ’24 Resources

Each release brings tons of amazing new functionality and it can be a lot to digest. Throughout Summer ’24, we’ll publish blogs and videos to help you prepare to get the most out of this release! Bookmark Be Release Ready and check back regularly as we continue to add new Summer ’24 resources for Salesforce Admins.

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