𝐏𝐥𝐞𝐚𝐬𝐞 👍 𝐋𝐢𝐤𝐞, 𝐂𝐨𝐦𝐦𝐞𝐧𝐭 𝐚𝐧𝐝, 𝐒𝐡𝐚𝐫𝐞 𝐭𝐡𝐞 𝐕𝐢𝐝𝐞𝐨.
𝐒𝐮𝐛𝐬𝐜𝐫𝐢𝐛𝐞 𝐎𝐮𝐫 𝐂𝐡𝐚𝐧𝐧𝐞𝐥 𝐅𝐨𝐫 𝐌𝐨𝐫𝐞 𝐕𝐚𝐥𝐮𝐚𝐛𝐥𝐞 𝐕𝐢𝐝𝐨𝐞𝐬.
Profiles in Salesforce
In the previous articles/videos, we learnt record-level security and user management. While onboarding a user, we discussed the three essential details an admin has to fill accurately- Role, license and profile.
Role is not mandatory, but Profile is mandatory for every user. There can be no user in Salesforce without a profile assigned to him.
In this article, we will discuss profile in detail.
What are Profiles in Salesforce?
Profiles are a bunch of settings and permissions that define the level of access a user has in Salesforce CRM. It is mandatory for a user to have a profile assigned to him.
Profile in Salesforce is similar to the job profile. Every person working in the organization has a job profile. Without a job profile, the person’s duties and responsibilities cannot be defined in the company. The same is in Salesforce.
Every user onboarded in Salesforce will have a specific level of access, which is determined by the profile of that user. The profile consists of all the access level settings for a user.
Before onboarding users in Salesforce, the system administrator must first create profiles by understanding the requirements of the company.
What can profiles control in Salesforce?
Profile controls the following.
Object-level security- Profiles determine the objects, tabs and applications a user has access to.
Field-level security- User profile determines the fields a user can access.
Page layouts- Profile determines the page layout the user can view.
Record types- It determines the record types accessible to the user.
6 окт 2024
