Learn how to manage Field Level Security for Profiles and Permission sets directly from Excel spreadsheet.
Assign Access Rights to your Fields Quicker
Announcing another great addition to our Windows version of XL-Connector (COM add-in): a new tool to mass update and manage Field-Level Security for your Salesforce fields directly from your Excel spreadsheet.
If you are a Salesforce admin and want to see which fields are visible and/or editable for specific Profiles – XL-Connector will save your day.
Now you can quickly download all Field-Level Security for any combination of Profile(s)/Permission Set(s) and Object(s), adjust their security settings (visible and read-only), and update back to Salesforce all at once.
- Step 1: To start, click on the Other Tools -> Manage Field-Level Security menu item in XL-Connector:
Step 2: dialog box will be displayed to download field-level security settings for any object-profile/permission set combination in your org:
- Step 3: Once downloaded, all selected profiles and objects will appear in your Excel spreadsheet making it possible to edit field-level security directly in the spreadsheet:
- Step 3: Click on the Refresh button up in the XL-Connector ribbon to re-pull all field-level-security settings from Salesforce.
- Step 4: Update selected rows or all rows: To update field-level security for selected rows, make your changes, select the corresponding rows, and click on Update or Update Selected button up in the XL-Connector ribbon. To update field-level security for all visible rows, click on Update All button that you’ll find under the Update button in the XL-Connector ribbon.