Profiles and permission sets in salesforce
Download as PPTX, PDF4 likes6,914 views
The document provides an overview of profiles and permission sets in Salesforce, outlining their roles in determining user access and permissions for various functions. It describes how profiles define users' permissions, what they can see, and their interaction with data, while permission sets allow more granular control without altering the profiles. Key concepts include field-level security, record types, and customization of page layouts to meet specific business requirements.
Profiles and permission sets in salesforce
- 1. Presented By: Sunil Kumar Email id: sunil02kumar@gmail.com Twitter : @sunil02kumar Blog: http://sunil02kumar.blogspot.in/ PROFILES AND PERMISSION SETS IN SALESFORCE
- 2. Module Agenda Overview of profiles. Profiles and Permissions. Profile and Access to Data. Profiles and the User Interface. Permission Sets
- 3. What is a Profile? Defines a user`s permissions to perform different functions. Determines how a user sees records to which s/he has access. Every user has a profile(only 1 profile). we can group the things that profiles control into three categories : - Permission, Access to Data, and User Interface. Permissions Access to Data User Interface General User Permissions Field Level Security Page Layout Administrative Permissions Object CRUD Record Type Standard/Custom Object CRUD Login Hours and IP Ranges Tabs
- 4. What Do Profile Control? Tab setting determine which tabs users see when they log in. Permissions determine what users can do to record to which they have access.
- 5. What Do Profile Control?(Cont.) Login Hours and Login IP Ranges Sets the hours when users with a particular profile can use the system Sets the IP addresses from which users with a particular profile can log in.
- 6. Additional Information About Profiles Salesforce provides many standard profile. - Permission on standard profile can not be customize. Developers can create custom profiles. - when creating a new custom profile, developers need to select a profile from which to copy over permission and settings. Typically, Organizations will have one profile for each actor.
- 7. Module Agenda Overview of profiles. Profiles and Permissions. Profile and Access to Data. Profiles and the User Interface. Permission Sets
- 8. Profile have set of permissions Profiles control Administrator Permissions. Profiles control General User Permissions.
- 9. A Few Permission to Note • “ View All Data ” • “ Modify All Data ” • “ Customize Application ” • “ API Only User ” • “ Password Never Expires ”
- 10. Object Permissions Permissions determine what users can do to records to which their have access. Lacking the “Read” permission for an object means that users will not be able to access it at all. - No access in the application or API. - No access on Reports. - No access through search.
- 11. Module Agenda Overview of profiles. Profiles and Permissions. Profile and Access to Data. Profiles and the User Interface. Permission Sets
- 12. What is Field-Level Security? Restricts users` access to view and edit fields. Overrides any less-restrictive field access setting in page layouts and search layouts. Controls which fields users can access in related lists, list views, reports, force.com connect offline, email and mail merge templates, custom links, and when synchronizing data or importing data.
- 13. Module Agenda Overview of profiles. Profiles and Permissions. Profile and Access to Data. Profiles and the User Interface. Permission Sets
- 14. Record Types Record types are used to tailor user interaction experience to specific business needs. Note: Record types only affect the way that data is displayed in the UI. It is not a form of sub-classing. Record types can determine page layouts, in conjunction with profiles. Or limit picklist options.
- 15. What does a page layout Control? How detail and edit pages are organized. Page section customizations. Which fields, related lists, and custom links a user sees. Field properties-visible, read-only and required. Note: May establish unique layouts for different business scenarios.
- 16. Module Agenda Overview of profiles. Profiles and Permissions. Profile and Access to Data. Profiles and the User Interface. Permission Sets
- 17. Permission Sets • A 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. • For example, to give users access to a custom object, create a permission set, enable the required permissions for the object, and assign the permission set to the users. You never have to change profiles, or create a profile for a single use case. While users can have only one profile, they can have multiple permission sets. • Permission sets are assigned to users. You can assign permission to multiple users using Apex data loader. • Permission sets are very useful when you want to assign permission to users on ad-hoc basis without doing any changes to user’s profile.
- 18. • Assigned apps • Object settings, which include: Tab settings Record type settings Object permissions Field permissions • App permissions • Apex class access • Visualforce page access • System permissions Permission Sets Various permission which can be configured in permission sets are: