Bulk Psl Assign For Health Cloud
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MANAGE BULK PERMISSION SET LICENSE PSL
ASSIGNMENTS FOR HEALTH CLOUD
Assign Health Cloud Permission Sets and Licenses to Multiple Users
You can streamline administration by using Data Loader and a spreadsheet to assign permission set licenses in bulk
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 youre also
assigning the associated permission set license
Before you assign or unassign Health Cloud permission sets and permission set licenses make sure you meet these requirements
You must have administrator permissions and access to the Company Information panel of your org
You must have Salesforce Data Loader installed so you can obtain users internal IDs as well as the internal IDs of the Health Cloud
permission sets For more information see Data Loader documentation
You need a spreadsheet application that handles CSV files such as Microsoft Excel or Google Sheets
BulkAssign a Health Cloud Permission Set or License
To bulkassign a Health Cloud permission set and permission set license for multiple users you need the unique ID of the permission
set and the unique ID of each user
Check to see how many licenses are assigned In Setup go to Company Settings Company Information and click Permission
Set Licenses
Under Permission Set Licenses check that you have enough Health Cloud licenses for all the users you want to assign
In 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 browse to where you want to download the
generated file and click Next
Select Id LastName and FirstName then click Finish
Tip To locate only active users set IsActive to true
Confirm that the downloaded CSV file has three columns User ID Last Name and First Name
You only need the ID but the last and first names make it easier to identify the user
Back in the Data Loader Export tab click Show all Salesforce objects and select Permission Set
a Give the target a unique file name for example PermSetextractcsv and click Next
b In the panel of query fields enter this SQL query in the text box replacing PermissionSetAPIName with the
appropriate permission set API Name Select Id Name Label FROM PermissionSet WHERE Name
PermissionSetAPIName
For example the permission set API Name for the Health Cloud Permission Set License permission set is
HealthCloudPermissionSetLicense and the API Name for the Health Cloud Starter permission set is
HealthCloudStarter You can find the permission set API name in Setup by searching for Permission Sets then clicking
the Permission Set Label to view details
Last updated November
Manage Bulk Permission Set License PSL Assignments for
Health Cloud
BulkUnassign a Health Cloud Permission Set or License
c Click Finish and then Yes to confirm that you want to proceed
A single record is created and downloaded
In the downloaded file copy the unique ID for the Health Cloud permission set
a Open a new CSV spreadsheet and enter 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 Health
Cloud permission set and paste it into the spreadsheets PERMISSIONSETID column for each user
d Save the spreadsheet with a name like PermSetAssignmentscsv
Back in Data Loader on the Upsert tab click Show all Salesforce objects and select the object Permission Set Assignment
Browse to the PermSetAssignmentscsv file and click Next and click OK
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 then click OK and then Next
Tip You can save this mapping for later use
c Choose where to save the success and error files and click Finish
Under Company Information in Setup check the Permission Set Licenses and Permission Sets tables to verify that the licenses and
permission sets have been assigned
BulkUnassign a Health Cloud Permission Set or License
To unassign a permission set and permission set license for multiple users youll need the users internal IDs the ID of the permission
set and the ID of the permission set license
In Data Loader 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 such as UserExtractcsv and browse to where you want to download the
generated file Click Next
Select Id LastName and FirstName
Click Finish then click Yes
Confirm that the downloaded file has three columns the users unique ID last name and first name
Back in the Data Loader Export tab get the permission set ID
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 replacing PermissionSetAPIName
with the appropriate permission set API name Select Id Name Label FROM PermissionSet WHERE Name
PermissionSetAPIName
For example the permission set API Name for the Health Cloud Permission Set License permission set is
HealthCloudPermissionSetLicense and the API Name for the Health Cloud Starter permission set is
Manage Bulk Permission Set License PSL Assignments for
Health Cloud
BulkUnassign a Health Cloud Permission Set or License
HealthCloudStarter You can find the permission set API name in Setup by searching for Permission Sets then clicking
the Permission Set Label to view details
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 Health Cloud permission set
Back in the Data Loader Export tab get the unique internal Id for the permission set license
a Click Show all Salesforce objects and select Permission Set License
b GIve the target a unique file name such as PermSetLicenseextractcsv and click Next
c In the panel of query fields enter this SQL query replacing PermissionSetAPIName with the appropriate permission
set API name Select Id DeveloperName MasterLabel FROM PermissionSetLicense WHERE
MasterLabel PermissionSetAPIName Click Finish and then Yes
This query creates a single record
In the downloaded file copy the ID for the Health Cloud permission set license
Create a list of users currently assigned to the permission set by querying for the permission set ID
a In the Data Loader Export tab click Show all Salesforce objects and select Permission Set Assignment
b Give the target a unique file name such as PermSetAssignmentextractcsv and click Next
c In the panel of query fields enter this SQL query Select Id PermissionSetId AssigneeId FROM
PermissionSetAssignment WHERE PermissionSetId YOURUNIQUEPERMSETID
Use your permission set Id in place of YOURUNIQUEPERMSETID
d 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 the permission set Delete all the rows from the
permission set assignment file for those users you want to keep the permission set
The file should only contain rows of assigned users you want to unassign from the Health Cloud permission set
Back in Data Loader 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 Click OK then Next
You can save this mapping for use in future bulk unassigns
e Specify where you would like to save the success and error files then click Finish then Yes
f Confirm the Recycle Bin information and click Yes to start the job
Verify that the users have been unassigned from the Health Cloud 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
Manage Bulk Permission Set License PSL Assignments for
Health Cloud
BulkUnassign a Health Cloud Permission Set or License
b In the panel of query fields enter this query into the text box Select Id PermissionSetLicenseId
AssigneeId FROM PermissionSetLicenseAssign WHERE PermissionSetLicenseId
YOURUNIQUEPERMSETLICENSEID Enter permission set license ID you got in place of
YOURUNIQUEPERMSETLICENSEID in the query string
c Click Finish and then Yes to confirm and start the export
In the downloaded CSV file identify which user Ids you want to unassign from the permission set license Delete all the rows for any
users you want to keep the permission set license
a Back in Data Loader click Delete then 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 Click
OK then Next
You can save this mapping to use in future bulk unassigns
The ID field is mapped to Id
d Specify where to save the success and error files then click Finish then Yes to proceed
e 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 Health Cloud permission set
