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Is there a tool(document) which decides if you have to create a new profile for the user or create a permission set and use existing profile. I would like to know for new user provisioning, once you get determine the access needed, is there a tool, which states "Create Permission set" and not a new Profile? I know this appears to be a stupid question. But how can we avoid Profile Proliferation, by guiding the admin, to reuse the existing Profile or create a new profile, if the permission set cannot solve the issue. Is there a decision tree document, which can assist the admin? Like-- Number of Users, access to what objects?, Reusing the existing profile etc etc

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There's nothing that exists like this in standard Salesforce. It's one of those things that you have to document internally. I've used decision trees at my last company because there was a general concern about creating too many profiles to manage.

Another thing that you can do is create a permission menu. Create a menu that has groups of permissions for objects/permissions to cover 90% of your users and then when they want to create a new user the hiring manager chooses from the menu. By forcing users to choose from a menu of permissions you're shutting the door on one off types of access which avoids the need to create a bunch of psets.

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  • Thanks @dan for your reply! You are right. It does not exist. Is there a way, I can get the document, that you had created? May be we can evolve it and then post it somewhere, that will help so many developers – PSH Jul 17 '17 at 19:42
  • I don't have it :( it's been lost to hard drive wipes. – Dan Wooding Jul 17 '17 at 19:44
  • I have created a document, which has the general AXIOMS(inviolable) which will be used to guide the admins – PSH Jul 17 '17 at 19:44
  • DO you remember what were those questions or factors, that determined the decision tree result? – PSH Jul 17 '17 at 19:45
  • Any questions that can help? – PSH Jul 19 '17 at 19:43

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