As administrators scale their environments, configuring user access is essential. Learn the key components of user management to secure your organization.
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Scale Trusted AI Adoption with Salesforce and AWS
Learn how to deploy Anthropic models via Amazon Bedrock in Agentforce’s secure environment, enabling compliant AI adoption at scale, particularly for regulated industries.
Prompt to Agent with Google Cloud: Gemini 3 in Agentforce
Explore the full agent development stack using Gemini 3 as the reasoning backbone, prompt builder for Agentforce agents. See Gemini 3 Flash’s fast, high-accuracy inference to build adaptable agents.
More Output, Same Control: Embracing AI-Driven Change
AI will multiply your rate of change. As the bottleneck shifts from writing code to governance, learn how to stay in control of accelerated delivery and focus on the work that needs you.
Building AI-Ready DevOps: L-Founders' Journey to Agentforce
See how L-founders leverage Copado to build an intelligent DevOps foundation, enabling them to deploy Agentforce agents seamlessly with enhanced dependency analysis and advanced debugging capabilities
Optimizing Salesforce’s Own Sales Cloud with Hubbl
See how Salesforce uses Hubbl to accelerate planning. Learn how the internal product team aligns complex requirements to architecture to de-risk and optimize global Sales Cloud updates.
Architecture: AI, Data, Lakehouse, Zero Copy
Modern Data Architecture for AI. Learn from real Enterprise customer stories: Zero Copy to Databricks & Snowflake, real-time lakehouse from scale to latency, amalgamation of customer data, and more.
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Get Started with User Management and Permissions
, Senior Director, Coastal
Role: Administrator
Products: Agentforce 360 Platform
Topic: Security
Session Level: Beginner
Session Type: Theater
- Wednesday, Apr 152:30 PM - 2:50 PM PDT(9:30 PM - 9:50 PM GMT)Theater 3 (Level 2)FIRST COME FIRST SEATED
Session Summary: This session focused on simplifying user management and permissions in Salesforce to create scalable and auditable systems. Emphasizing the importance of automation and persona-based access models, the speaker introduced user access policies as a powerful yet underutilized feature, especially valuable for regulated industries. Attendees learned how this feature, now generally available as of Summer 2024, automates permission assignments based on user criteria such as roles and departments, while maintaining a full audit trail for compliance purposes. By leveraging permission sets, permission set groups, and user access policies, organizations can streamline onboarding, role changes, and deactivations, reducing manual errors that contribute to 95% of data breaches, according to recent studies.
Key Takeaways:
• User access policies in Salesforce automate permission assignments based on user criteria such as roles, profiles, and locations, improving scalability and reducing manual errors.
• Transitioning from profile-driven models to permission set and permission set group frameworks ensures better audit readiness and simplifies future adjustments as Salesforce moves away from profiles.
• Documenting access models, automating role-based permissions, and conducting regular reviews are essential for maintaining security, trust, and compliance in organizations of all sizes.
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