Profile comparator, as the name suggests, is a handy tool to compare salesforce profiles. But before we dig into the effectiveness of this tool, let us check out what are the challenges as an admin we face when working and more importantly deploying any salesforce profile changes.
Consider a hypothetical organization named ABC Storage Ltd which is one of the prominent brand in selling storage devices in the world. It uses Salesforce platform to carry out, track and manage its sales. Its Salesforce platform is mainly administered by two users, Mark Douglas and Nicola Joseph. Mark is looking after any enhancements to be made to the existing platform, whereas Nicola looks after any hot fixes that are critical to carry out business.
Mark is very excited to roll out the new lightning features into production along with some profile and role hierarchy changes to the production environment on Friday this week while Nicola has been busy with restricting access to some of the profiles to custom objects and fields in production. At the start of development of new lightning features, Mark had ensured that the sandboxes were refreshed to synchronize with production environment, but since Nicola had been working closely with profiles and role changes in production, Mark comprehends that there could be some differences in metadata between current production environment and full sandboxes. In order to mitigate this high risk of overriding Nicola’s changes, Mark plans to compare profiles of both the org before starting with the deployment. Soon Mark realizes that there are around 50 odd profiles and around 1000's of fields to be checked for which could take anywhere around 8-10 hours to complete the task. Mark finds himself in the soup as this means that he'll have to spend an entire Friday night comparing each and every profiles and field security to ensure successful deployment. Here's where Arxxus Profile Comparator came to Mark's rescue.
Profile comparator is an easy to use a handy tool for salesforce administrators to compare two profiles across the same or different/disconnected salesforce orgs so that deployment to orgs is simpler and less error prone.
Key features include
- Compares profiles in Sandbox v/s Sandbox, Production v/s Sandbox or completely disconnected Salesforce org.
- Provides a visual difference of elements across compared profiles to reduce oversight errors.
- You can hide elements with no difference to reduce page clutter and focus on relevant differences only.
Since profile comparator can compare profiles between disconnected orgs, you no longer need to install this app in your production or sandbox environment. Instead you can install this app in your new developer org (can be created using https://developer.salesforce.com/signup), setup app configuration (provide credentials of two orgs which needs to be compared) as documented in the user guide of this app and you should be ready to benefit from one-click compare features of this app.
After learning about the profile comparator, Mark plans to utilize the power of this app and reduce his deployment time to few minutes. He install's Profile Comparator from AppExchange into one of his developer org and follows the below mentioned steps.
Step 1: Mark creates remote site setting entries for his production org and sandbox (which needs to be compared) by navigating to Setup à Security Controls à Remote Site Settings. Assuming production and sandbox url of two org is https://abcprod.salesforce.com (custom domain) and https://abcdev.salesforce.com (custom domain), Mark creates two new entries as shown below
Step 2: Mark then creates environment entries for production and sandbox org by navigating to ‘All Tabs’ and selecting ‘Environments’ tab.
Once above 2 steps are completed, Mark is all set to witness the power of Profile Comparator. He navigates to ‘All Tabs’, clicks on ‘Compare Profile’ tab, selects the two orgs to be compared (these are pulled from the environment entries created in the above steps), selects the profile components to compare (say field permissions) and clicks 'Compare'. He is amazed to see all easily recognizable profile differences. With just few clicks Mark has been able to identify the differences in profile. This indeed saved him from spending Friday night manually working on profile comparisons instead of enjoying his evening with family.
Considering the power of profile comparator, it becomes one of the must have tool in every salesforce admin toolkit. Then why wait, install Profile Comparator from AppExchange right away. Feel free to reach out to us or leave a feedback on AppExchange.