Profiles, Permissions, and Permission Sets are at the heart of every team’s metadata setup. To make life easier, we’ve improved how you find the profiles and permission metadata you need for deployment.
With the Profile and Permissions visualizer, you can easily see changes to profiles and permission sets in your comparison, and deploy exactly what you need.
Getting Started: Profiles and Permissions metadata filter
Before we explain what the profile and permission set visualizer is, we suggest making sure that your metadata filter is properly configured to grab all of the information we need.
Permissions work a bit differently from most metadata types in the Salesforce metadata API. What you get back depends on the metadata types in your filter.
For example, if you only select the Profile metadata type in the filter and run a comparison, you’ll only see the user permissions for that Profile.
To make things easier, we've created a Default profiles and permission sets filter that you can select for your comparison. It pulls in all the metadata you need for a complete Profile and their Permissions.
Not sure how to tweak your custom filter? Read this.
What is the Profile and Permission Set visualizer?
Salesforce profiles are split into separate components in the metadata API, making it hard to see the full picture and how they connect.
Gearset has created the Profile and Permission Set visualizer so you can see a full profile or permission set and its related permissions in one simple view!
Inside the Profile and Permission Set visualizer, you will see the following:
Sub component list
The left side of the Profile and Permission Set visualizer lists all the sub-components and nested sub-components, so it’s easy to find what you need.
You’ll see a color-coded number on the right of each sub-component showing how many items are new, changed, or deleted.
Diff Viewer
As with all metadata displayed in Gearset comparisons, the diff viewer lets you see the details of all new, changed, deleted, or no difference metadata in your source and target.
Precision Selection
With Precision Deployments, you can break down your deployment into specific parts. More info about Precision Deployments can be found here.
Hide unchanged
The
Hide unchangedtoggle allows you to switch between seeing all components and only the changed components for the selected profile or permission set, making it easier to spot the changes you’ve made.
Viewing full Profiles
Missing parts of a profile? No trouble! If you can’t see the full profile, there’s a button in the visualizer to Fetch full Profile.
Click this button and we’ll expand the metadata filter to include all metadata types in the Default profiles and permission sets filter allowing you to see a full profile in the visualizer.
Frequently Asked Questions (FAQs)
Are there improvements planned for precision deployment of profiles and/or permissions that are new?
Are there improvements planned for precision deployment of profiles and/or permissions that are new?
Yes! We aim to add new functionality to enable the precision deployment of new components over the next few updates to this feature.
Do I need to upgrade my license type to take advantage of the new Permissions visualizer?
Do I need to upgrade my license type to take advantage of the new Permissions visualizer?
No! We are rolling out this functionality to every Gearset customer who has access to our compare and deploy feature.
What metadata should I have selected in my filter to see all of the profiles/permissions that I am looking to deploy? Does this change how I obtain them currently?
What metadata should I have selected in my filter to see all of the profiles/permissions that I am looking to deploy? Does this change how I obtain them currently?
Great question! This change will not impact what metadata types are needed for profiles and permissions deployments. As always, we recommend that you use our Default profiles and permission sets metadata filter to start. But in terms of knowing how to dial it in even further, we have you covered with a handy table breaking it down by component type here!