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Profile Updates

The Mass Profile Update feature allows you to:

  • Copy all profile configurations related to your managed package from Source to Target org.
  • Add specific profile configurations manually via XML code.

This includes:

  • Page Layout assignments
  • Custom Object and Custom Field permissions, and more.

When applying mass updates, only certain profiles in the Target orgs are updated.

Profile updates in Salesforce

What’s Updated by ZuppIO​

✔ All custom Profiles that exist in both Source and Target orgs.
✔ System Administrator profile.

What’s Ignored by ZuppIO​

ZuppIO does not update:

  • Profiles that don’t exist in the Target org.
  • Profiles with the same name but different values in the ‘custom’ field
    (e.g., one profile is custom, and the other is standard).
  • Profiles with the same name but different user licenses.
  • Configurations referring to missing components in the Target org
    (e.g., Page Layout assignments for a missing Page Layout).

How to Perform a Mass Profile Update in ZuppIO​

To update Profiles, follow these steps:

  1. Open a Job.
  2. Press the New Step button.
  3. Name your step.
  4. Select Profile Update as the step type.
  5. Choose what you want to update:
    • "All profiles" → Updates System Administrator and all Custom Profiles existing in both Source and Target orgs.
    • "Select profiles" → Select specific Profiles from the available list.
  6. Select the update option:
    • "Copy profiles" → Copies all configurations related to your managed package
      (e.g., Page Layout assignments, Custom Object and Custom Field permissions, etc.).
    • "Patch profiles" → Allows you to manually add configuration using XML code.
  7. Save your changes.
  8. Select your new step.
  9. Select at least one Target org.
  10. Choose an execution mode:
    • Press Validation → Runs the job in "checkonly" mode (validates but does not apply changes).
    • Press Execute → Applies changes to the Target org(s) without validation.