Salesforce Admin · Salesforce Basic · Security Model

Permission Sets in Salesforce.

Let us assume that in your organization you have multiple users, let us say few are assigned to Marketing Agent Profile, some assigned to Marketing officers Profile. Marketing Agent Profile is more restricted compared to Marketing officers Profile. You know that there is a user who is in Marketing Agent’s profile who is performing better, and you want to assign him some additional permissions.

Permission sets have similar options that are in profiles, then question is why permission set when we have profiles. permission set is a collection of settings and permissions that give users access to various tools and functions. The settings and permissions in permission sets are also found in profiles, but permission sets extend users’ functional access without changing their profiles. You can create a permission set, give those additional access in that permission set and assign it to users who needs those additional options.

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Salesforce Admin · Salesforce Basic · Security Model

Data security through Profiles in Salesforce

There are ample options in profiles in salesforce. In this post I will discuss about different options with which you can secure data (only, not all options) from different users.

With OWD, you can decide who can view, edit the record and who cannot. I will try to explain you how profiles can be helpful in sharing records and its permission.

But first let’s see how you can reach profiles.

Step 1: Login into your Salesforce Org.

Step 2: In Quick Search type “Profiles”, Select Profiles option.

You will see list of all profiles that are available in System. Both Standard profiles and Custom profiles.

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Here you can see a column named Custom, you can differentiate between Standard and Custom by the checkbox field. If check box is unchecked, its standard profile and if check box is checked, its custom profile.

There are limited standard profiles, predefined by salesforce. You can create custom profiles and assign permission as per business requirement. In this post we will only discuss about different options to secure data.

To secure data through profiles there are multiple options.

  1. Object Permission
  2. Field-Level Security
Continue reading “Data security through Profiles in Salesforce”