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user-access-visualization

This repository contains a Force.com IDE project related to the Dreamforce '12 session entitled "Building Administrative Tools with Permission Set API." Specifically, this project provides a set of VisualForce pages and Apex classes that demonstrate one possible way of visualizing a user's complete set of access rights, at least those access rights that are accessible via the SObject API.

installation

Probably the easiest way to install this visualization into your org is to make use of the Force.com IDE. Simply pull the repo down locally and open the project within the IDE. Once the project is open within the IDE, you can either Deploy or Synchronize the code and related resources with your organization.

For those without the Force.com IDE, the code is still relatively easy to deploy. The first step is to pull the repo locally and zip the src directory and all it's contents (i.e., package.xml, classes/, etc.). Then, open http://workbench.developerforce.com/ and login to the desired organization with a user that has Modify All Data. Select Deploy from the migration menu. Select the ZIP file you created as the first step and deploy.

configuration and usage

The code contained within this repository creates a new VisualForce page that is accessible at /apex/UserAccessDetails. In order for the page to operate properly, however, a user id must be provided via a uid query parameter. For example, to see the user access details for a user with an id of 005E00000021x09, the URL would be /apex/UserAccessDetails?uid=005E00000021x09. Failure to include an appropriate uid query parameter will result in a fun error message.

Probably the best way make use of this is to create a custom link on the user object and then add it to the user page layout. This can be done in a few quick steps. First, select Customize | Users | Custom Links from the setup page. Click on New to create the custom link and name the link whatever you'd like. For the behavior, I prefer Display in existing window with sidebar, but choose whatever works best for you. The "formula" for the custom link is /apex/UserAccessDetails?uid={!User.Id}. Once the custom link is created, select Customize | Users | Page Layouts and edit the desired page layout. In the layout editor, drag the newly created custom link onto the User layout as desired.

Keep in mind that you may need to grant access to the UserAccessDetails Visualforce Page to the users who will be making use of this. If needed, this is done via either the user's profile or (preferably!) via the appropriate permission set.

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