Profile migration is always tomorrow's job.

Profiles are on the way out. Most admins know it. The tools to do it stop short.No history of what's been done. No quick way to repeat the work. No fast lane for onboarding either. So migration sits on the backlog, and the backlog grows.

Three-click cloning turns the backlog around.

Setup creates profiles.Instant Permissions Cloner replicates them.

Faster migration. Accurate clones. Logged every time.

Three-clickprofile cloning

Three clicks. A new permission setin seconds. No Tooling API setup.

Accurate replication,every time

Object access, fields, & licence types cloned exactly.

Migration historythat holds

Every clone tracked, withprofile and set names.

User-to-usercloning

Copy a user's settings and permissions to another.

Deferred migration is permissions debt.Instant Permissions Cloner clears the backlog.

PROFILE MIGRATION TIME REDUCED

Manual rebuild

Three-click clone

with Instant Permissions Cloner

"The ability to clone a profile over to a permission set — everyone has some legacy profiles you have always wanted to clean up but dreaded the effort you'd have to put into doing so, and this feature is so helpful in reducing the amount of time it takes to make that switch."

Kirk Young

Setup wasn't built for access restructuring.

Here’s where that gap shows up across eight common access management tasks.

Salesforce Setup

With Instant Permissions Cloner

Moving profile access into a permission set

Recreate permissions manually across multiple Setup screens and verify nothing was missed

Select a profile and clone supported permissions into a new permission set in one action

Reviewing what was cloned

Manually compare the profile and new permission set to check what transferred

Post-clone summary shows what was copied and flags any exceptions

Creating a new user with the same access

Create the user, then manually recreate their profile, role, permissions and settings

Use an existing user as a template and replicate supported access in one step

Copying access between existing users

Compare two users and recreate permissions and settings one item at a time

Select source and target user and replicate supported access, preserving the target's existing permissions

Tracking profile cloning history

No dedicated record of which profiles have been cloned

Clone history shows source profile, resulting permission set and date, with Quick Assign for reuse

Understanding licence utilisation

Review capacity and assignments across separate Setup screens

User, permission set and package licence utilisation in one view with capacity and consumption detail

Finding reclaimable licences

Cross-reference licence assignments with login activity manually

Surface users with no login for 90 days or no login ever, exportable to CSV

Consolidating overlapping permission sets

Compare sets manually, build a replacement, reassign users and clean up separately

Merge compatible sets into one with pre-merge preview, optional user migration and source set removal

CloseSee 5 more comparisons

Ten ways Cloner goes further

Clone all supported permissions from a Salesforce Profile into a new Permission Set in one guided workflow, while leaving the original Profile unchanged.

Review the permissions copied into the new Permission Set and surface any access Salesforce could not transfer, with details of cloning exceptions.

Search Salesforce users and assign a newly created Permission Set to multiple users directly after cloning, with licence compatibility checks during assignment.

Use an existing Salesforce user as a template and create a new user with their supported permissions, access assignments, Profile, Role and user settings replicated.

Create a replacement user using an existing user’s supported access and configuration, with the option to deactivate the original account through a confirmation-controlled workflow.

Select a source and target user and copy supported permissions, memberships and settings without manually rebuilding the target user’s access.

View User, Permission Set and Package License utilisation in one place, see who is consuming each licence, and bulk assign or revoke supported licence types.

Find active users who have not logged in for 90 days, identify accounts that have never logged in and export the results to CSV for licence reviews.

Combine all supported access from multiple compatible Permission Sets into a single new set, with options to migrate assigned users and keep or remove the originals.

Preview estimated object, field, setup and system access before merging and highlight privileged permissions contained within the source Permission Sets.

  • View and compare object, field, and system permissions across Profiles, Permission Sets, and Permission Set Groups in a single matrix view
  • Apply bulk permission changes across multiple Profiles and Permission Sets in one action
  • Log every change on save and revert to a previous logged state if needed
  • Export permissions to Excel for stakeholder review and documentation
  • Investigate why a user can or cannot access a specific record: paste a Record ID and get a clear breakdown of the access mechanisms involved
  • Compare two users against the same record side by side
  • Report on fields as they change
  • Review Profile, Permission Set, Role, Record Sharing, and Group Sharing settings side by side
  • See applicable Record Type and
    Territory Management settings within access reviews
  • Review Profile access to Page Layouts across Objects
  • Review permissions within Permission
  • Set Groups at the Permission Set level
  • Save tab selections as reusable templates for consistent recurring reviews
  • Surface unused access components and last review dates from the Home tab
  • Run targeted, read-only security and configuration checks using Lightning Intel, with reusable filter templates and CSV export

Want to understand how it improves your workflow? Book a tailored demo

Book a Demo

30 min walkthrough. No prep needed

Pick once. Clone repeatedly.

1

Pick the profile

Open Cloner. Select the Salesforce licence type and the profile you want to migrate.

2

Name the permission set

Enter your naming convention. The new permission set will use this name in the org.

3

Clone in one action

Click Clone Profiles. The new permission set is created with the source profile's object access and field-level security replicated.

4

Reference the history

See every clone performed in the migration history. Review what's been done and pick the next profile.

Instant Permissions Cloner is one part of a broader governance picture

Instant Permissions Cloner moves you off profiles.The Suite manages access, users, audits, and reports across the model you're moving to.

Part of the Security + Access Manager Suite

Eight apps. One workflow covering permissions, users, audits, reports, and metadata.Instant Permissions Cloner can be installed as a standalone app or as part of the full suite.

See any user's full access, risk score and login history, and grant or revoke in one place.

View App

Compare and bulk-edit permissions across profiles and permission sets, with a full audit trail.

View App

Plan reviews with owners and deadlines, track progress, and export audit evidence.

View App

Find stale reports, check what's linked, then archive or delete in bulk.

View App

See how every field is used, what depends on it, and what's safe to remove.

View App

Document and classify fields as an admin, and share trusted definitions with every user.

View App

Ready to take the migration off tomorrow's list?

In a tailored demo we'll show you:

• How to clone a profile into a permission set in three clicks• How object access and field-level security replicate automatically• How the migration history gives you a record of every clone performed

30 minutes. No prep needed. No credit card required.

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