P2P Profiles to Permission Set Migration Assistant

As Salesforce transitions to a permission-set-based model, many organizations face the challenge of migrating their users without disrupting workflows. The P2P Profiles to Permission Set Migration Assistant simplifies this complex process, ensuring a smooth, error-free migration that saves time and minimizes risk. It lets administrators efficiently convert profiles to permission sets — creating a more flexible, secure permission structure — so your team can skip the hassle of manual adjustments and focus on strategic work. It's a future-proof solution that helps organizations embrace Salesforce's evolving architecture while maintaining security, control, and efficiency.

A Salesforce application for migrating permissions from profiles to permission sets (the P2P application). It offers two migration methods: Automatic and Manual.

• Manual migration follows a 3-step flow — retrieve metadata, create permission set, and preview permission set — letting users select specific metadata items to add.
• Automatic migration converts profile permissions to permission sets across metadata types such as Apex classes and objects, creating a permission set for each automatically.
• User assignment flow: after permission sets are created, assign permission sets or permission set groups to users in a simple 2-step process.
• Migration tracking analyzes and tracks the migration process, showing whether a profile's migration is Not Started, In Progress, or Completed.
• Migration validation confirms the field, object, and other metadata permissions assigned to a given user in the org.