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.
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.
- Object Permission
- Field-Level Security
