How to Create Profile and Manage Permissions on It | Salesforce Developer Guide
Introduction
- A profile in Salesforce is a group/collection of settings and permissions that define what a user can do in Salesforce.
- You can manage various permissions for the user who has that particular profile using a profile. This means the user will be able to see or not various objects, fields and other things in that application.
A profile controls "Object permissions, Field permissions, User permissions, Tab settings, App settings, Apex class access, Visualforce page access, Page layouts, Record Types, Login hours & Login IP ranges."
Important Points
- For creating a profile we have to log in from the system administrator account.
- A Profile can have many users but the User can have only one Profile assigned to him.
Types of Profiles
There are two types of profiles present in Salesforce as follows:
1. Standard Profiles
A standard profile is a profile that is provided to the users by Salesforce by default. Users cannot delete these profiles and need to adhere to the default Salesforce permission sets assigned to them. On these profiles, some standard permissions are already managed by Salesforce.
There are some standard profiles present in Salesforce:
- System Administrators
- Standard Platform One App User
- Standard Platform User
- Standard User
- Customer Community User
- Salesforce Partner User
- Solution Manager
- Marketing User
- Contract Manager
- Read Only
- Chatter Moderator User
- Site.com Only User
2. Custom Profiles
Custom Profiles in Salesforce are defined by the user. These profiles can be edited and deleted.
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How to Create Profiles?
Step 1 - Go to the gear icon and click on it.
Step 2 - Now click on the setup.
Step 3 - Go to the Quick Find box and search “Profiles” and click on profiles from drop-down suggestions.
Step 4 - In the profile list click on the “New Profile” button for creating a new custom profile. There is already some standard profile present in the profile list and you can edit and manage permission on the standard profile according to your requirements.
Step 5 - Select “Existing Profile” and according to the existing profile the User License is automatically selected by Salesforce. Now you can write your custom profile name in the “Profile Name” field. Here I select Standard user in Existing Profile and in the user license “Salesforce” is automatically selected by the Salesforce. And in My Profile, I write “My Admin”, which is my custom profile.
Now click on the “Save” button.
Step 6 - Now your custom profile is created successfully and you can assign this profile to one or more users.
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Manage Permissions on Profile
1. Page layouts: It is used to manage which page layout a user will see in his org. And in profile, we can manage Standard as well as Custom profiles for the user.
2. Field Level Security: Using field-level security we can restrict users to Create, Read, Edit and delete fields. We can apply it for both standard and custom fields.
3. Custom Apps: This restricts all the custom and standard apps that can be viewed and accessed by a Salesforce user.
4. Record Types: This restricts the record types available to specific Salesforce users. It is also applicable for both standard and custom Record Types.
5. Login Hours: This restricts the login hours of Salesforce users onto the platform based on specific requirements.
6. Tabs: This restricts the tabs that can be accessed and viewed by Salesforce users. It is also applicable for standard and custom Tabs.
7. Objects: We can manage object permissions for the user. The object may be standard and custom objects. We restrict the user to see the particular object in his org. And also manage the Create, Read, Edit, Delete permissions of records of that particular object.
8. Visualforce Pages: We can give permissions to a user to view a specific Visualforce Page.
I hope this information is useful for you.
Thank You!!!
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