Are there any books, tutorials or whitepapers out there that recommend a strategy how to cope with the complexity of profiles and permissions in big Salesforce orgs?

You find fragments of that in blogs and help articles but I am looking for a complete view of this topic including:

  • How to migrate from profiles to permission (sets)
  • How to govern the quality of single perm sets, so they don't overlap too much.
  • Which tools support managing permissions
  • 3
    Robert, wouldn't this have been easier to answer in separate questions which are more specific ? Jan 13, 2017 at 10:46
  • 4
    @SamuelDeRycke No because my question was not about specific tool or practices. It was about whether there exist a somewhat authorative guide to this topic. I know the fragments out there but they don't form a consistent view on that important topic. Jan 13, 2017 at 10:56

1 Answer 1


This is a pretty broad question. Keep in mind that sharing and visibility now has an architect level certification all to itself. I don't think any single post here can encapsulate all that you need to know to manage it effectively. But to start off with what salesforce recommends, check out Trailhead's official "Architect Journey: Sharing and Visibility" cert guides here. You can check out the "Sharing and Visibility" section." These were resources hand picked by current Technical Architects.

I'd also check out Dreamforce Video - so many profiles so little time

Some other discussions on Best Practices

Getting into actual tools to help you out, for comparing you have several good options, including:

For managing permissions, the main tool I know of is The Permissioner, or list views of profiles.

  • 3
    My question was not about specific tools or practices but about whether there exist an authoritative and broad guide to this topic. I know the fragments out there but they don't form a consistent view on that important topic. But there are some nuggets of wisdom in you answer and it's the only one...so you will get the bounty. ;-) Jan 16, 2017 at 14:23
  • 1
    Also check out this Salesforce Trailhead like for all the needed information on the Cert exam: trailhead.salesforce.com/…
    – Bahman.A
    Jan 12, 2021 at 20:21

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