Salesforce Summer’24 Release Notes | Permissions and Sharing – Salesforce Training Articles & Latest News

View Summary of User’s Permissions and Access

Stating from Summer '24, User Access Summary in the user's detail page will display what permissions, public groups, or queues a user is assigned

Previously: Before this change, admins had to run queries or look through each profile, permission set, public group, or queue when troubleshooting or managing access

How: From Setup, in the Quick Find box, enter Users, and then select Users. Select a user, and then click View Summary

View Summary button in User page

User Summary page

See Where Public Groups Are Used

Quickly find where a public group is used and the level of access its users get. For a specific public group, you can view the sharing rules an object is referenced in and the list views it’s shared with in the new Public Group Access Summary. You can also see the report and dashboard folders that the public group can access and the other public groups it’s included in

How: From Setup, in the Quick Find box, enter Public Groups, and then select Public Groups. Select a public group, and then click View Summary.

View Summary button in public group page

Public group Summary page

See What’s Enabled in Permission Sets and Permission Set Groups

Summary page interface in Permission Sets and Permission Set Groups is greatly improved. You can now see all enabled object, user, field, and custom permissions on one page or which permission set groups include the permission set and vice versa

How: From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets. Or, enter Permission Set Groups, and then select Permission Set Groups. Select a permission set or permission set group, and then click View Summary

View Summary button in permission set page

Permission Set Summary page

Automate and Migrate User Access with User Access Policies (Generally Available)

Automate your users’ assignments to permission sets, package licenses, public groups, and other access features based on criteria that you set. Create policies that automatically grant or remove access whenever users are created or updated. Or, easily migrate large sets of users to a new access setup in a single operation. User access policies, now generally available, include some enhancements since the Spring ’24 release. You can now create 200 active policies, up from 20, and set the order in which active policies are run

How: From Setup, in the Quick Find box, enter User Management Settings, and then select User Management Settings. Turn on User Access Policies. To create or manage your user access policies, in the Quick Find box, enter User Access Policies, and then select User Access Policies

Use Access Policy that assign Commerce Admin permission set to new users with System Administrator profile

Set the Order for User Access Policies

You can now specify which active user access policy is applied when a user meets the criteria for multiple policies by using the new Order field. Any active user access policies created before Summer ’24 were given order values based on their last-update date. Manual policies that aren’t automated weren’t given order values.

How: From Setup, in the Quick Find box, enter User Access Policies, and then select User Access Policies. To edit the order value, select a user access policy, and then click Edit Details. If a user meets the criteria for multiple policies, the policy with the lowest order value is applied.

Allow Users to Freeze Users and Monitor Login History Without the Manage Users Permission

Starting from Summer '24, the two permissions below are availabe:

Freeze Users permission, allow users to freeze and unfreeze users

Login History permission, allow users to view and download users login history. This permission also grants access to the login history related list on user records and view data in Login History reports with relevant report permissions

Previously: Manage Users permission granted, along others, these features to the users. For users currently assigned the Manage Users permission, the Freeze Users and Monitor Login History permissions are enabled automatically

How: Create a new or edit an existing permission set add the permissions, then assign the permission set to users who require these permissions.

Salesforce Summer’24 Release Notes | Permissions and Sharing

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Antonis Melakis

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