Retirement Planning

Query to find Permission sets assigned to Users

DescriptionBelow is the SOQL query we can create using Workbench to capture the Permission Sets associated with a given User or Profile via the Permission Set Assignment object ResolutionQuery: SELECT Id, PermissionSetId, PermissionSet.Name, PermissionSet.ProfileId, PermissionSet.Profile.Name, AssigneeId, Assignee.Name FROM PermissionSetAssignment WHERE Assignee.Name = ‘JOHN SMITH’ Or retrieve all users associated with a specific PermissionSet like: SELECT Id, PermissionSetId, PermissionSet.Name, PermissionSet.ProfileId, PermissionSet.Profile.Name, AssigneeId, Assignee.Name FROM PermissionSetAssignment WHERE PermissionSet.Name = ‘Custom […]

Salesforce Retire | End of life (EOL) of Permissions on Profiles

Salesforce announcing the end of life (EOL) of permissions on profiles/ Retire Permissions on Profile that will be the Spring ’26 releaseProfiles will still exist; however, permissions on profiles will EOL and permissions will be available only on permission sets. Before we dive into what’s new with Spring ‘23, here’s a quick reminder of what […]

Financial – What’s the order of Execution to meet financial obligations for life

Personal Finance Order of Operations: 1) Create a budget to figure out expenses 2) Build a 1-month emergency fund 3) Maximize employer 401k matches to let free money compound 4) Pay off high-interest consumer debt 5) Save 3 to 6 months of expenses in an emergency fund The Financial Order of Operations: 6) Maximize Roth […]