In highly regulated industries like healthcare, security concerns often mean strict restrictions on installing third-party apps — even those that could simplify Salesforce management. When faced with consolidating over 400 profiles without the aid of AppExchange tools, careful planning and precision were essential to avoid negatively impacting users or workflows. Learn how a small team of Salesforce Admins implemented thoughtful strategies and practical techniques can help transform overwhelming profile management into a more streamlined, manageable process.
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