Professional Documents
Culture Documents
Role&Profile
Role&Profile
With roles can control access to records. They also impact reports
(e.g. “My Teams” filter). When secirity model are set to private Roles come into
play.
Profiles help determine record privileges. Assuming the User can see the record,
Profiles determine what the User can do, view or edit on that record. Profiles
control
other system privileges as well (mass email, export data, etc)
In simple words, Roles are one of the ways you can control access to records and
Profiles
determine what the User can do, view or edit on that record.
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A permission set is a collection of settings and permissions that give users access
to various tools and functions.
Permission sets make it easy to grant access to the various apps and custom objects
in your org, and to take away access when it’s no longer needed.
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For your whole org, you can maintain a list of authorized users, set password
policies,
and limit logins to certain hours and locations.
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4. User Management Administration
As a Salesforce administrator, you manage users in your org. Besides creating and
assigning users,
user management includes working with permissions and licenses, delegating users,
and more.
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5. Sharing Rules
Use sharing rules to extend sharing access to users in public groups, roles, or
territories.
Sharing rules give particular users greater access by making automatic exceptions
to your
org-wide sharing settings.