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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Yes, Workbench provides direct SOQL access to PermissionSet objects for one-time queries. But for ongoing PermissionSet governance and analysis, you need persistent connections with automated refresh capabilities and collaborative analysis features.
Here’s how to move beyond ad-hoc Workbench queries to build comprehensive PermissionSet management workflows.
Build persistent PermissionSet analysis beyond Workbench using Coefficient
CoefficientSalesforceSalesforceWhile Workbench excels for ad-hoc querying,provides the infrastructure for ongoing PermissionSet governance. You can maintain live connections toPermissionSet data with automated refresh capabilities and enhanced analysis inspreadsheets.
How to make it work
Step 1. Query PermissionSet objects with related permissions.
SELECT Id, Name, Label, Description, IsOwnedByProfile FROM PermissionSet Import comprehensive PermissionSet data:. Then pull related ObjectPermissions and FieldPermissions to see what access each PermissionSet actually grants.
Step 2. Join with PermissionSetAssignment for user mapping.
SELECT AssigneeId, Assignee.Name, PermissionSetId, PermissionSet.Name FROM PermissionSetAssignment Query PermissionSetAssignment to see which users have each PermissionSet:. This shows actual usage patterns across your org.
Step 3. Filter by PermissionSet type and status.
Separate custom PermissionSets from standard ones using the IsOwnedByProfile field. Filter for active assignments and analyze PermissionSet license consumption patterns to optimize your permission strategy.
Step 4. Set up automated PermissionSet monitoring.
Schedule refreshes to track PermissionSet changes without manual Workbench queries. Get automated alerts when PermissionSet assignments change or new PermissionSets are created.
Step 5. Create historical PermissionSet snapshots.
Use snapshots to maintain PermissionSet evolution over time – something Workbench cannot provide. Track which PermissionSets are gaining or losing assignments and identify unused PermissionSets for cleanup.
Step 6. Build collaborative PermissionSet analysis.
Share live PermissionSet data with team members through spreadsheets. Create collaborative workflows for PermissionSet review and approval that go far beyond individual API queries.
Step 7. Generate compliance and governance reports.
Transform PermissionSet data into formatted compliance reports showing who has what access and when assignments were made. Export results for integration with other governance systems.
Transform PermissionSet governance workflows
Start buildingWhile Workbench handles one-time queries, comprehensive PermissionSet governance requires ongoing analysis and collaboration capabilities.persistent PermissionSet management workflows.
