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Bulk Psl Assign For Financial Services Cloud

Bulk Psl Assign For Financial Services Cloud

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MANAGE BULK PERMISSION SET LICENSE PSL

ASSIGNMENTS FOR FINANCIAL SERVICES

CLOUD

Assign or Unassign the Financial Services Cloud Permission Set License
to Many Users
Streamline permission set license assignment by following these bulk assignment steps Permission set licenses and permission sets
have different purposes Permission set licenses extend the functionality of a user license and permission sets extend a users functional
access without changing a users profile When you assign a permission set you are also assigning the associated permission set license

Prerequisites
Before you begin
You must have administrator permissions and access to the Company Profile panel of your org

Salesforce Data Loader must be installed to obtain the internal IDs of users as well as the internal ID of the Financial Services Cloud

Standard permission set For more information see the Data Loader Guide

You need a spreadsheet application that handles CSV files such as Microsoft Excel or Google Sheets

Bulk Assign Permission Set Licenses
Bulk assigning the Financial Services Cloud Standard permission set and permission set license for several users involves these highlevel
actions

Use Data Loader to obtain the unique ID of the permission set

Use Data Loader to generate a CSV file of all users and their unique internal IDs

Create another CSV file combining the permission set ID with each users ID

Upsert the new CSV file using Data Loader

Verify that the permission set and permission set license have been assigned
Follow these steps to bulk assign a permission set and permission set license for several users
Log in to the company org as administrator and go to Setup
Check to see how many licenses are assigned
a Go to Company Profile Company Information and click Permission Set Licenses
b Under Permission Set Licenses check that you have sufficient Financial Services Cloud Standard licenses for all the users you
want to assign
Launch Data Loader Click Export log in and grant access to the company org
Click Show all Salesforce objects and select the User object

Enter a unique name for the new CSV file for example UserExtractcsv and browse to where you want to download the

generated file Click Next
Select the fields to extract Click the checkboxes for Id LastName and FirstName To locate only active users set the IsActive field
to true

Last updated November

Manage Bulk Permission Set License PSL Assignments for

Financial Services Cloud

Bulk Unassign Permission Set Licenses

Click Finish and then Yes to confirm that you want to proceed

Open the downloaded CSV file and confirm that it has three columns fields user ID last name and first name Although you only

need the ID the last and first names make it easier to identify the user

To obtain the internal ID for the permission set return to the Data Loader Export tab

a Click Show all Salesforce objects and select Permission Set
b Give the target a unique file name for example PermSetextractcsv and click Next

c In the panel of query fields enter the following in the text box Select Id Name Label FROM PermissionSet

WHERE Name FinancialServicesCloudStandard

d Click Finish and then Yes to confirm that you want to proceed

A single record is created and downloaded Open the file and copy the unique ID for the Financial Services Cloud Standard permission

set To assign the permission set ID to all users

a Open a new CSV spreadsheet and enter these headings to the first two columns PERMISSIONSETID and ASSIGNEEID

b Copy the user IDs from the UserExtractcsv file and paste them into the spreadsheets ASSIGNEEID column

c Open the PermSetextractcsv file It has a single row of data Copy the first field which is the internal ID for the Financial

Services Cloud Standard permission set and paste it into the spreadsheets PERMISSIONSETID column for each user Be sure that

you have sufficient licenses available for all the users you are adding
d Save the spreadsheet with a name like PermSetAssignmentscsv
Return to Data Loader
a On the Upsert tab click Show all Salesforce objects Select the object Permission Set Assignment
b Browse to the PermSetAssignmentscsv file and click Next

c Click OK to verify the operation Confirm that the Id field is shown as matching the PermissionSetAssignment Click Next

Select the CSV field to map to the Id field of the permission set and click Create Map

a From the list of fields drag AssigneeId to the ASSIGNEEID row in the mapping table

b Drag PermissionSetId to the PERMISSIONSETID row You can save this mapping for later use

c Click OK and then click Next

d Choose where to save the success and error files and click Finish
Return to your org and under Company Information check the Permission Set Licenses and Permission Set tables to verify that the
licenses and permission sets have been assigned

Bulk Unassign Permission Set Licenses
Bulk unassigning a permission set and permission set license for several users involves these highlevel actions

Create a CSV of the users including their internal IDs that you want to unassign

Obtain the ID of the permission set

Obtain the ID of the permission set license

Obtain the list of users currently assigned to the permission set

Delete the assignments using the permission set assignment CSV file

Manage Bulk Permission Set License PSL Assignments for

Financial Services Cloud

Bulk Unassign Permission Set Licenses

Obtain the list of users currently assigned to the permission set license

Delete the assignments using the permission set license assignment CSV file

Verify that the permission set and permission set license assignment have been deleted and that you have recovered the proper
license count
Follow these steps to bulk unassign a permission set and permission set license for several users
Launch Data Loader and from the Export tab log in and grant access to the company org
Click Show all Salesforce objects and select the User object

Enter a unique name for the new CSV file for example UserExtractcsv and browse to where you want to download the

generated file Click Next
The panel now displayed allows you to select the fields to extract from the user table
a Click the check box for Id LastName and FirstName
b Click Finish then click Yes to confirm that you want to proceed

Open the downloaded CSV file and confirm that it has three columns fields the users unique ID last name and first name Although

only the ID is needed the last and first name fields make it easy to identify the user

To obtain the internal Id for the permission set return to the Data Loader Export tab
a Click Show all Salesforce objects and select Permission Set
b Give the target a unique file name for example PermSetextractcsv and click Next

c In the panel of query fields enter the following explicit query into the text box Select Id Name Label FROM

PermissionSet WHERE Name FinancialServicesCloudStandard

d Click Finish then Yes to confirm and start the export

A single record is created Open the downloaded file and copy the ID for the Financial Services Cloud Standard permission set

To obtain the unique internal Id for the permission set license return to the Data Loader Export tab
a Click Show all Salesforce objects and select Permission Set License
b GIve the target a unique file name for example PermSetLicenseextractcsv and click Next
c In the panel of query fields enter the following query into the text box Select Id DeveloperName MasterLabel

FROM PermissionSetLicense WHERE MasterLabel Financial Services Cloud Standard

d Click Finish and then Yes to confirm and start the export

This query creates a single record Open the downloaded file and copy the ID for the Financial Services Cloud Standard permission

set license

Create a list of users currently assigned to the permission set by querying for the permission set ID

a Return to the Data Loader Export tab
b Click Show all Salesforce objects and select Permission Set Assignment
c Give the target a unique file name for example PermSetAssignmentextractcsv and click Next
d In the panel of query fields enter the following explicit query into the text box Select Id PermissionSetId

AssigneeId FROM PermissionSetAssignment WHERE PermissionSetId

YOURUNIQUEPERMSETID Enter the previously obtained permission set Id in place of YOURUNIQUEPERMSETID

in the query string
e Click Finish then Yes to confirm and start the export

Manage Bulk Permission Set License PSL Assignments for

Financial Services Cloud

Bulk Unassign Permission Set Licenses

Open the downloaded CSV file and identify which user IDs you want to unassign the permission set Delete all the rows from the

permission set assignment file for those users you want to retain the permission set The file should only contain rows of assigned
users you want to unassign from the Financial Services Cloud Standard permission set
Once you have the file prepared return to Data Loader and click the Delete tab
a Click Show all Salesforce objects and select Permission Set Assignment

b Choose your prepared permission set assignment CSV file PermSetAssignmentextractcsv and click Next

c Click OK to verify the correct number of rows to be deleted

d The next panel shows the three fields in the CSV file and asks you to select the CSV fields to be mapped Click Create Map and

in the next panel select AutoMatch Fields to Columns The ID field is mapped to Id You can save this mapping for use in

future bulk unassigns

e Click OK then Next

f Specify where you would like to save the success and error files then click Finish
g To proceed with the record deletion process click Yes
h Confirm the Recycle Bin information and click Yes to start the job
Verify that the users have been unassigned from the Financial Services Cloud Standard permission set

Create the list of users currently assigned to the permission set license by querying for the permission set license ID Return to the

Data Loader and Export tab
a Click Show all Salesforce objects and select Permission Set License Assignment Give the target a unique file name for
example PermSetLicenseAssignmentextractcsv and click Next
b In the panel of query fields enter the following into the text box Select Id PermissionSetLicenseId

AssigneeId FROM PermissionSetLicenseAssign WHERE PermissionSetLicenseId

YOURUNIQUEPERMSETLICENSEID Enter the previously obtained permission set license ID in place of

YOURUNIQUEPERMSETLICENSEID in the query string

c Click Finish and then Yes to confirm and start the export

Open the downloaded CSV file and identify which user Ids you want to unassign from the permission set license In the file delete

all the rows for any users you want to retain the permission set license The file should only contain rows of users you want to unassign
from the Financial Services Cloud Standard permission set license Once you have the file prepared return to Data Loader and click
Delete
a Click Show all Salesforce objects and select Permission Set License Assignment Choose your prepared permission set
license assignment file PermSetLicenseAssignmentextractcsv and click Next

b Verify that the number of rows to be deleted is correct and click OK

c To select the CSV fields to be mapped click Create Map and in the next panel select AutoMatch Fields to Columns The ID

field is mapped to Id You can save this mapping to use in future bulk unassigns

d Click OK then Next

e Specify where to save the success and error files then click Finish
f Click Yes to proceed
g In the popup warning about the Recycle Bin click Yes to start the job
Verify that the correct number of licenses have been recovered Go to Company Profile Company Information click Permission
Set Licenses and check the number of licenses for the Financial Services Cloud permission set

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