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AN ULTIMATE USER ACCESS SOLUTION FOR YOUR ORGANIZATION

Discover our solution for managing Salesforce security with precision and ease. Specialization Manager is designed to centralize and simplify the complexities of user access configurations, ensuring operational excellence, unified communication, and proactive compliance for any organization using Salesforce. Embrace the future of Salesforce security management with Specialization Manager.

TABLE OF CONTENTS

INTRODUCTION

Every Salesforce implementation has a finit number of security archetypes , which are distinct user access configurations . If two users have identical access to objects, fields, and records, they share a security archetype . As the number of archetypes increases, so does the complexity of managing them.
Specialization Manager introduces a streamlined approach to this challenge, combining Salesforce security systems into a single, manageable object.

QUESTIONS TO ASK YOURSELF

  1. Do Sales Users need to have edit access to the Account Industry field?
  2. Do you know who can answer the above question in your organization?
  3. Do you know how these types of requests are resolved within your organization?
  4. Do you know how many distinct Security Archetypes are in your implementation?
  5. How are you making sure all Sales users have same access? If one of them got assigned an unnecessary permission set, how long would it take for your organization to find out?
  6. How Salesforce access determined for new Users?

YOUR ORGANIZATION IS DEALING WITH SECURITY ARCHETYPE EVERY SINGLE DAY

  • Somebody is getting their User provisioned.
  • Somebody is starting a new development effort and wants to know who needs edit access to a new Field or Object.
  • Somebody thinks their access configuration is wrong and wants to know how to resolve it.
  • These and way more Security Archetype scenarios happen constantly where your organization has a centralized solution for it or not.
  • Amount of time used and precision of the outcome depends on your choices.
  • Specialization Manager is a tool designed to resolve all of these scenarios with razor skarp precision and stellar outcome. SM adoption will lead to hundreds of hours saved, depending on organization size.

SPECIALIZATION MANAGER IS A LEAP FORWARD COMPARABLE TO ANY OTHER OPTIONS

BEST CASE SCENARIO WITHOUT SM

This is best case scenario before Specialization Manager introduction – Security Archetypes are stored in a spreadsheet in an organized and controlled faction. Scenarios from above lead to spreadsheet check and tedious manual actions afterwards.

All options before spreadsheet represent implementations on lower organizational stages where security archetypes are not stored and/or organized. Any kind of development effort or case resolution in these scenarios is burdened with additional internal discovery effort .

SPECIALIZATION MANAGER IS A LEAP FORWARD COMPARABLE TO ANY OTHER OPTIONS

BEST CASE SCENARIO WITHOUT SM

This is best case scenario before Specialization Manager introduction – Security Archetypes are stored in a spreadsheet in an organized and controlled faction. Scenarios from above lead to spreadsheet check and tedious manual actions afterwards.

All options before spreadsheet represent implementations on lower organizational stages where security archetypes are not stored and/or organized. Any kind of development effort or case resolution in these scenarios is burdened with additional internal discovery effort .

SPECIALIZATION MANAGER IS A LEAP FORWARD COMPARABLE TO ANY OTHER OPTIONS

GOOGLE AI TOOLS

Google AI tool Gemini thinks that managing security and user provisioning remains administrators #1 struggle.

Simply User Cloning just became Salesforce “WINNING IDEAS ON THE ROADMAP” and will be implemented into core Salesforce. This is just a fraction of functionality that Specialization Manager can offer and it shows that demand for simplification grows together with complexity.

Introduction to Specialization Manager

Specialization Manager is a tool that saves information from security configuration spreadsheet into Salesforce and provides a one click interface for actions that can be automated with this information.

Specialization Manager Key Benefits

Operational Excellence

Automate routine tasks and swiftly resolve any future access requests.

Unified Communication

Eliminate ambiguity and foster a unified security vision across teams.

Compliance Assurance

Proactively identify and address security problems.

Scalable and Future-Proof

Adapt to evolving security needs and Salesforce updates.

How Specialization Manager Can Help?

Autome Access Tasks

Automatically streamline administrative tasks, saving time and resources in managing Salesforce security.

Shared Understanding

Achieve a clear, shared understanding of access levels across teams, fostering a unified approach to growth.

Swift Issue Resolution

Quickly resolve internal access issues, preventing employee downtime due to access constraints

Proactive Security

Identify and address security issues proactively with Specialization Manager's organization scan feature, ensuring continuous compliance.

Who Benefit's From Specialization Manager?

Managers

Specialization Manager fosters a shared understanding of security. IT teams will benefit from the clarity provided, thus minimizing effort spent on discovery and misunderstanding.

Salesforce Administrator

Administrators seeking to streamline their daily tasks and automate user provisioning will find Specialization Manager invaluable

Compliance First Organization

With a strong emphasis on compliance, organizations will benefit from monitoring that Specialization Manager provides.

Anybody!

Any Organization that outgrow profiles and started using Permission Sets would eventually find Specialization Manager invaluable.

Who Benefit's From Specialization Manager?

Specialization Manager fosters a shared understanding of security across teams, promoting efficient collaboration. Everybody will speak the same language.

Clarity provided by Specialization Manager ensures that everyone is aligned on security, minimizing discovery efforts, errors and misunderstandings.

For organizations with frequent role changes, Specialization Manager offers fast role change capabilities, flexibility and efficiency, drastically reducing organization change efforts.

Functionality Breakdown

Specialization Manager offers a comprehensive suite of features to manage Salesforce security effectively

Unified Security Management through the Specialization Object.
Dynamic Updates
for realtime modifications.
Effortless
User Provisioning with single-click access.
Organization Scan Feature for a full breakdown of access problems.

Working with the most trusted brands in the industry

What our clients are saying about us

Customer satisfaction is a primary goal for our company

Monica Smith

Web Designer

Overall experience is awesome!! I'm a visual thinker, and I couldn't function without a tool like this.

Vincent Smith

Web Designer

Overall experience is awesome!! I'm a visual thinker, and I couldn't function without a tool like this.

Stella Smith

Web Designer

Overall experience is awesome!! I'm a visual thinker, and I couldn't function without a tool like this.

Contact US

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