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

Field-Level Security and its effect on data visibility


Data on fields is very important for any organization. They want to show some data to the field-specific users. In Salesforce, you can use Field-Level Security to make fields hidden or read-only for a specific profile. There are three ways in Salesforce to set Field-Level Security:

  • From an object-field

  • From a profile

  • Field accessibility

From an object-field

Let's start with an example where Sagar Pareek is the system administrator in Appiuss. His manager Sara Barellies wants to create a field (phone) on an account object and make this field read-only for all users and also allowing system administrators to edit the field.

To solve this business requirement, follow these steps:

  1. Navigate to Setup | Customize | Account | Fields and then click on the Phone (it's a hyperlink) field.

  2. It will redirect you to the detail page of the Phone field; you will see a page like the following screenshot:

  3. Click on the Set Field-Level Security button, and it will...