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sf-permset-assignor

v1.0.1

Published

Assign Salesforce permission sets to users from a CSV file

Downloads

276

Vulnerabilities

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  • 0Low

Links

Maintainers

mohanchinnappanmohanchinnappan

Keywords

salesforcesfpermsetpermission-setbulkcsvcliadmin

Readme

SF PermSet Assignor

Bulk-assign one or more Salesforce Permission Sets to a list of users from a CSV file.
Provides a real-time web UI with live logs, progress tracking, org/permset dropdowns, and multi-permset selection.

Screenshots

ps-assign-1

Features

  • Searchable org dropdown — lists all orgs authenticated via sf org login
  • Searchable permission set multi-select — add multiple permission sets as tags; loads custom permission sets live from the selected org
  • CSV drag-and-drop with user preview table
  • Real-time live log with colour-coded per-permset entries ([PermSetName] Assigned to …)
  • Progress bar and stats (Total / Assigned / Skipped / Failed) — counted per user across all permission sets
  • Save log — downloads a timestamped .txt log of the run
  • New Run button to start another assignment without restarting the server
  • Splash screen on startup and context help modal (click ? in the header)
  • Dark / light theme toggle (persists via localStorage)
  • Browser opens automatically on startup via open-resource
  • Duplicate assignments handled gracefully (counted as Skipped)

Prerequisites

Installation

 
npm install -g sf-permset-assignor

Usage

UI-driven (recommended)

assign-permset -p 3131

The browser opens automatically. Then:

  1. Select a Target Org from the dropdown (type to filter by alias or username)
  2. Add Permission Sets — type to filter, click to add as a tag; repeat for each permset; click × to remove
  3. Upload a CSV — drag-and-drop or browse; preview table confirms the users
  4. Click Start Assignment

CLI-driven (fully automated)

assign-permset -o <org-alias> --ps <PermSetAPIName> -f users.csv

All three flags supplied → job starts immediately without UI interaction (single permission set).

Options

| Flag | Description | Default | |------|-------------|---------| | -o, --org <alias> | Target org username or alias (pre-selects UI dropdown) | — | | --ps <name> | Permission set API name (pre-fills UI; single set only for CLI auto-start) | — | | -f, --file <csv> | CSV file path (auto-starts job when combined with -o + --ps) | — | | -p, --port <n> | UI server port | 3131 |

CSV Format

The CSV must contain a Username column (case-insensitive). Additional columns are ignored.

Username
[email protected]
[email protected]
[email protected]

Multi-PermSet Behaviour

When multiple permission sets are selected, each user is processed like this:

[PermSetA] Assigned to [email protected]
[PermSetB] Already assigned — skipping [email protected]
[PermSetA] Failed for [email protected]: Permission set not found

The per-user stat (Assigned / Skipped / Failed) is the overall result across all selected permsets:

  • Assigned — at least one permset was newly assigned
  • Skipped — all permsets were already assigned (or user not found)
  • Failed — at least one permset returned an error

Log File Format

Clicking Save in the Live Log downloads a file like permset-log-2025-08-13T12-00-00.txt:

SF PermSet Assignor — Log Export
Org : af300
PS  : PermSetA, PermSetB
File: users.csv
────────────────────────────────────────────────────────────────────────

12:00:01 AM  [SYS  ]  Starting: 3 users to process
12:00:01 AM  [INFO ]  Processing [email protected] …
12:00:03 AM  [OK   ]  [PermSetA] Assigned to [email protected]
12:00:04 AM  [WARN ]  [PermSetB] Already assigned — skipping [email protected]
12:00:04 AM  [INFO ]  Processing [email protected] …
12:00:06 AM  [OK   ]  [PermSetA] Assigned to [email protected]
12:00:07 AM  [OK   ]  [PermSetB] Assigned to [email protected]
12:00:07 AM  [SYS  ]  All done. Assigned: 2  Skipped: 0  Failed: 0

Support This Work

If this tool has helped you, please consider donating to one of Mohan's suggested charities:

  • St. Jude Children's Research Hospital — fighting childhood cancer and other life-threatening diseases.

  • Any charity supporting Developing Countries — organisations providing food, clean water, education, or healthcare to communities in need.

Your generosity makes a real difference. Thank you.

License

MIT © Mohan Chinnappan