Access and compliance Managing the security model in Salesforce is complex and time-consuming. Agentforce and Data Cloud have made it far more challenging, with the risk of security vulnerabilities, audit failures, and non-compliance fines. With Elements.cloud, you get full visibility and control over your access model, ensuring compliance, reducing risk, and making audits painless. User access analysis at a granular level Comprehensive compliance reports Identification of security risks Book a demo Explore platform Some of the clients we have helped Know Exactly Who Has Access and Why Permission complexity creates security vulnerabilities User management capabilities are layered across profiles, permission sets, and permission set groups, making it difficult to know who can do what. This complexity and lack of clarity introduces security risks and compliance concerns. Audits are painful and time-consuming Manually verifying user permissions for audits is a slow, frustrating process. Without a centralized way to report access, teams waste time compiling data and still miss key details. Over-provisioned access leads to compliance failures Complex overlapping permissions, without proper access governance, means users may retain dangerous permissions, violating compliance requirements and increasing exposure to data breaches. Streamline access management Elements.cloud helps you gain full visibility into your Salesforce access model, reduce risk, control access, and make compliance effortless. It helps yo migrate to a simpler, more streamlined security model that is not only more secure, but is easier to adminster. Access Analyzer Do you ever wonder why one user can perform certain actions in the system, and the other cannot? Or why can someone still perform them, even though you took them away from a given permission? Gain a detailed view of each user’s access at the single metadata level, considering profiles, permission sets, and permission set groups. This insight helps prevent security breaches and ensures compliance with internal user policies. Find out more Permissions Comparison You would like to address your user permission vulnerabilities but don’t know where to start? You know you have too many profiles and permission sets but not sure how to reverse it? Visualize overlaps and differences between profiles and permission sets to identify consolidation opportunities. Reduce complexity while ensuring minimal access users retain only necessary permissions. Compliance Reporting Stay ahead of compliance requirements with detailed reports. Generate custom reports highlighting “dangerous” permissions and access to sensitive data. This proactive approach reduces compliance costs and mitigates the risk of data breaches. Why the worlds leading teams trust us 30 % of permissions grant full CRUD (Create, Read, Update, Delete) access 72.6 % of permissions show a high overlap rate shown from an analysis $5m Average data loss costs Organizations who are in their element Elements.cloud allows my team to assess risks quickly and make informed decisions. We can evaluate potential impacts of feature requests and implement them with speed and confidence. G2 Elements.cloud was instrumental in helping Bosch accelerate their Salesforce rollout while reducing risk. Nils Heblich-Menke Bosch, Chief Product Owner It is very amazing to me how many profiles and permission sets in Salesforce environments use the View All and Modify All permissions at both the object and system level. Matt Meyers Salesforce Certified Technical Architect (CTA), EZProtect I’m so excited about seeing such a clear process-based overview of what the agent is supposed to do Miriam McCabe Sr Director, Global Delivery Innovation, Salesforce Using Elements is like having a Swiss Army knife for Salesforce. It’s become an integral part of our Salesforce-focused methodologies. Daniel Keith Tenger Ways Frequently asked questions Are Salesforc enforcing “End of life Permissions on Profiles” in Spring 2026? Salesforce has no longer enforced the End of Life for permissions on profiles for Spring ’26. Nevertheless, it is strongly recommended to transition to a Permission Set-led security model to guarantee the reliability of your access management and enhance security within your Salesforce Org. What are the main permission types in Salesforce? In Salesforce, there are various key permission types governing user access and functionality: Read: Allows users to view records without the ability to make changes. Create: Permits users to generate new records. Edit: Grants users the capability to modify existing records. Delete: Authorizes users to remove records. View All: Provides the capacity to view all records, irrespective of ownership. Modify All: Allows users to edit or delete all records, regardless of ownership. Full Access: Grants comprehensive access to records, including viewing, editing, deleting, and transferring ownership. View Setup and Configuration: Enables users to access the Setup menu for system configuration. Manage Users: Provides the ability to create, edit, and delete user records, including managing their permissions. Custom Permissions: These are permissions defined by administrators to control access to custom functionalities or features. These permission types are assigned through profiles and permission sets in Salesforce, allowing administrators to customize access rights based on user roles and responsibilities within the organization. What is a Salesforce Profile? In Salesforce, a profile is a collection of settings and permissions that define what users can access and do within the Salesforce platform. It serves as a fundamental component of user management, allowing administrators to control features, objects, and data visibility for different roles within an organization. Profiles help tailor the Salesforce experience to meet the specific needs and responsibilities of individual users or groups, contributing to effective access control and security management. What is a Salesforce Role? In Salesforce, a role signifies a specific position or hierarchical level within an organization. It is typically linked to a user and specifies their position in the reporting structure. Roles are vital for regulating data visibility and access, working in tandem with sharing settings to manage which records users can view or edit. The role-based hierarchy establishes a clear organizational structure, grouping users into different levels based on their responsibilities. In summary, roles are essential for organizing and overseeing data access in Salesforce. What is a Salesforce Permissions Set? In Salesforce, a permission set is a collection of settings and permissions that grant additional access to specific features and data beyond what is provided by a user’s profile. Unlike profiles, which offer a broader set of permissions based on user roles, permission sets allow for more granular control by providing supplementary permissions to individuals or groups. This flexibility enables administrators to fine-tune access for users with varying responsibilities, even if they share the same profile. Permission sets are valuable tools for customizing and extending user permissions in a targeted manner within the Salesforce platform. Can I trial Elements? Yes. Talk to us.
