![]() ![]() O The hours during which and IP addresses from which users can log in (profile login hours, Profile IP addresses) O Which Apex classes and Visualforce pages users can access O Admin Permissions that allow users to manage the system and apps within it O Which fields within objects users can view and edit O Object permissions that allow users to create, read, edit, and delete records O Which record types are available to users? O Which standard and custom apps users can view? Profile never override organization’s sharing model or role hierarchy.(Exp: A profile set to allow a user access to create, edit, delete leads but a user with above profile cannot edit, delete other users leads if organizations lead sharing model is read only) A profile can be assigned to many users, but a user can be assigned to only one profile at a time, where all of the members of the group have the same folder permissions and access to the same software. Profiles: (compulsory when setting up the user, user must be associated with a profile)Ī collection of settings (what user can see) and Permissions (what user can do)Ī profile contains user permissions and access settings that control what users can do within their organization.Profiles are typically defined by a user’s job function (for example, system administrator or sales representative), but you can have profiles for anything that makes sense for your organization. Manual sharing allows record owners to give read and edit permissions to folks who might not have access to the record any other way. ![]() Sharing rules allow us to make automatic exceptions to organization-wide defaults for particular groups of users. Role hierarchies allow us to make sure that a manager will always have access to the same records as his or her subordinates. For example, we can make it so that any user can see any record of a particular object to which their object permissions give them access, but so that they’ll need extra permissions to actually edit one. Organization-wide defaults allow us to specify the baseline level of access that a user has in your organization. wide defaults (Which records should be hidden by default?), Role hierarchy / Sharing model / Manual sharing (What exceptions should we make?)) Field-level security controls whether a user can see, edit, and delete the value for a particular field on an object. ![]() Page layouts only control the visibility of field on detail and edit pages whereas field level security controls the visibility of fields in any part of the app (related lists, list views, reports and search results)(in order to be absolutely sure that a user does not have access to a particular field) (visible/ read only boxes checked – read only | only visible box checked – editable | no box – hidden) In the platform, we control access to individual fields with field-level security. User is prevented from a particular field without having to hide the whole object, such as “max salary” or “SS”. Field level security: (What fields on those objects can a user see?) (In user Profiles and permission sets) (Field level access with field permissions) a variation of object level security.(Tab settings, Standard / Custom object permissions) On the platform, we set object-level access with object permissions in user profiles and permission sets User wouldn’t even know the object exists. ![]() It allows us to hide whole tabs & objects from particular users. Object level security: (What objects can a user see?) (It is set in user Profiles and Permission sets) to prevent user from viewing, creating, editing or deleting any instance of a particular type of object.However, you can delegate some portal administrative duties to portal users. You cannot delegate administrative duties related to your organization to partner portal or Customer Portal users. To control access to specific records: Use sharing settings and rules.(Create record types for a custom object to display different picklist values and page layouts to different users based on their profiles.) To control access to applications and objects, including fields and record types within objects: Use profiles and permission sets.Salesforce checks the ownership of the record (Organization wide defaults, role-level access, any sharing rules will be checked)Ĭontrolling a user’s access to data in several ways:.Salesforce checks whether user’s profile has any administrative permissions (view all data, modify all data).Salesforce checks whether user’s profile has object level permission to access that object.Sharing rules can never be stricter than the OWD settings. It is a must have knowledge for all Salesforce admins and devs. This post was actually written many years ago but it is still relevant. ![]()
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