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Easy Onboard 360
Salesforce User Access. Simplified.
One CSV. One click.
Every user taken care of.
Automate Salesforce user onboarding, access updates, and offboarding — with profiles, roles, permission sets, groups, queues, and more handled in bulk.
Onboarding shouldn't take
longer than the coffee break
100% native to Salesforce · No data ever leaves your org
ONE CLICK
So many access decisions. One click.
Permission Set Groups
Permission Sets
Public Groups
Chatter Groups
Offboarding
SUBMIT
New. Existing. Leaving. All their access, handled in bulk.
Different users. Different access needs. One streamlined workflow.
Every access decision —
handled, validated, and tracked.
Automate Salesforce user access provisioning, updates, and offboarding from one workflow.
Profile and Role
New User
Existing User
Queues
One Tool. Multiple Ways to Assign Access
Choose the approach that fits your team
Copy from Existing User
Start from an existing user's access setup and apply it to new users.
Job Title Template
Use predefined job title–based templates to standardize access.
Assign Different Access in One CSV
Give each user a different access template or setup in a single CSV upload.
Onboard • Update • Offboard
Provision new users, update existing access, or safely remove access when users leave.
Onboard new users, update existing access, or offboard users — all from Salesforce.
USER ACCESS REQUEST BUILDER
One workflow for new and existing users.
From Request to Access - Onboard or offboard in 3 simple steps
1
2
3
Define Your Request
Configure Access
Review & Submit
Set the context
Name your request and set the context.
Choose what needs to happen
Select Onboard or Offboard and
configure the access assignment
Validate your request .
Existing user? You choose what happens.
Safe Update · Complete Refresh · Skip
Update existing Salesforce users without rebuilding their access manually.
What Happens next?
Submit
Process
Retry
Results
Audit
Everything after you click Submit, handled in one workflow.
Track what existed, what changed, what failed, and why.
JOB TITLE ACCESS TEMPLATE BUILDER
Create once.
Reuse everywhere.
✓ Standardize template-based Salesforce user onboarding and access updates across your org.
Define by Role
Set the access a role needs
Save and Reuse
Create a template once and resue it.
Apply to users
Use it for new or existing user
Consistent Access. Every Time.
✓ Reduce errors, save time and ensure compliance across your org
Operational Visibility & Insights
Track Salesforce user onboarding, access changes, processing status, errors, and results in one place.
Track Success
& Failures
Monitor Processing
Health
Analyze
Errors
View License
Usage
Measure Template
Performance
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