Until now, we have talked about record-level access; it refers to governing which records are accessible by users, including the OWD and sharing rule. Now we will go a step further and discuss how we can hide key fields from a group of users. Data is very important for any organization; it may contain highly sensitive information, such as bank account details. Salesforce allows you to use field-level security to make fields hidden or read only for a specific profile. There are three ways to set field-level security in Salesforce:
From an object field
From a profile
Field accessibility
A business scenario: Alok Sinfal is working as system administrator at Universal Containers. His manager Brigette Hyacinth wants to set the Rating field on the Lead object to be read-only for all users because they have a process created to auto-set the rating for lead objects based on a few fields.
Perform the following steps to solve the preceding business requirement:
Click...