Book Image

Salesforce.com Customization Handbook

Book Image

Salesforce.com Customization Handbook

Overview of this book

Table of Contents (19 chapters)
Salesforce.com Customization Handbook
Credits
About the Authors
About the Reviewers
www.PacktPub.com
Preface
Index

Profiles


Profiles are a way to customize the Salesforce overall experience of a user. Profiles are used to decide the data security in a Salesforce organization by granting object-level permissions and Field-Level Security that decide whether the fields need to be shown to a specific set of users. Profiles have certain rules or settings that we can set in order to grant or restrict a set of user permissions. Roles decide data/record-level access in Salesforce (that is, the records that you can access), and profiles decide what users can see in those records (that is, fields, related lists, and apps).

Let's start with an example. In the roles section, we created a new role for the organization. Sagar Pareek is the system administrator and he wants to maintain data visibility based upon the said role, but in Salesforce, roles can only maintain data/record-level access, so he has to go with the profile feature.

Types of profiles in Salesforce

There are two types of profiles in Salesforce. These...