Phoenix - Your AI AssistantSalesforce User Setup, Profiles & Permission Sets Config
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2 days
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What you get with this Offer
I will configure up to 10 Salesforce users, assign them to the correct profiles, roles, and permission sets, and ensure your team has precisely the right level of access — no more, no less. Proper access control is foundational to a secure, efficient Salesforce org.
This service includes role hierarchy setup, profile review, and permission set assignment aligned with your business structure. I'll also flag any conflicting permissions or security gaps identified during the process.
Ideal for new Salesforce implementations, team expansions, or orgs where access control has become inconsistent. You'll end with a clean, documented user structure your admins can maintain going forward.
This service includes role hierarchy setup, profile review, and permission set assignment aligned with your business structure. I'll also flag any conflicting permissions or security gaps identified during the process.
Ideal for new Salesforce implementations, team expansions, or orgs where access control has become inconsistent. You'll end with a clean, documented user structure your admins can maintain going forward.
What the Freelancer needs to start the work
Please share a list of users (name, email, job role), your preferred access levels per role, and System Administrator access to your Salesforce org. A simple spreadsheet or written brief is fine.