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Are Your Salesforce Permissions Out of Control?

By CertifyCRM· CertifyCRM Blog· ·Intermediate ·Admin ·6 min read
Summary

Managing Salesforce permissions often becomes chaotic due to numerous similar profiles, undocumented permission layers, and complex sharing rules. This leads to security risks, slow troubleshooting, and admin fear of making changes. The Security + Access Manager tool helps admins audit, compare, and modify profile and permission set access efficiently, while providing clear visibility into why users have certain permissions and the ability to revert changes easily. Salesforce teams can leverage this approach to clean up their permission models, reduce risks, and simplify ongoing access management.

Takeaways
  • Avoid proliferating redundant profiles by cloning without documentation.
  • Use tools like Security + Access Manager to audit and visualize permission sources.
  • Combine profile, permission sets, and sharing rule analysis for accurate access troubleshooting.
  • Implement mass permission updates with rollback capability to safely manage changes.
  • Maintain clear documentation and structured permission models to reduce admin fear and security risks.

Why permission management is a hidden admin headache: 1. You Have Dozens (or Hundreds) of Profiles Profiles were historically used to control user permissions . Many orgs solved new access requirements by simply cloning profiles and making small adjustments. Unfortunately, these adjustments were hard to identify due to the size and complexity of the profile. Over time, this leads to: 30+ profiles that look almost identical Minor variations between profiles No clear documentation explaining why each one exists Profiles are difficult to maintain at scale. When a change is needed, admins often must update multiple profiles manually. This can create inconsistencies and security gaps. Here is how Security + Access Manager can help identify which profiles have Object and field level access to the Account object.

Security & Access ModelSalesforce AdministratorSecurity