Another common scenario is when we have to grapple with understanding the as-is configuration for a specific standard or custom Object (or a set of Objects) for an existing org, where we need to get a birds-eye view of CRUD permissions given to all the profiles for these object/s.
This is usually a very time consuming process, particularly when there are many existing profiles in the Salesforce org. We are then having to go to each profile, go to the object CRUD settings for the object/s in question, and set the permissions as needed for each profile.
Most times we wish someone could build a page which would give us a view, and ideally an editable one, for seeing and setting object CRUD permissions for all the profiles at once.
But, there is an easy way out! Many of us are not aware of the very easy point-and-click customization to achieve this requirement.
Here are the simple steps (the snapshots assume a dummy custom object called Certification):
1) Ensure enhanced profile list view is enabled (Build -> Customize -> User Interface -> Enable Enhanced Profile List Views)
2) Go to Manager Users -> Profiles, and create a new View with the object for which you are interested in setting up the CRUD permissions. To selecting the object, follow the snapshot below:
3) Once your done, the list view will appear as below. Select one or more profiles. Select the permissions, by double-clicking the checkbox:
4) You will get a popup where you can specify whether you wish to apply the selected permissions to only the clicked record or all selected records:
So easy and useful, isn't it?
Happy point-and-click configuration!