Security Implementation Guide

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Working with Desktop Client Access in the Enhanced Profile User Interface

Available in: Enterprise, Performance, Unlimited, and Developer Editions

User Permissions Needed
To view desktop client access settings: “View Setup and Configuration”
To edit desktop client access settings: “Manage Users”
Connect for Outlook, Connect Offline, Connect for Office, and Connect for Lotus Notes are desktop clients that integrate Salesforce with your PC. As an administrator, you can control which desktop clients your users can access as well as whether users are automatically notified when updates are available.

To access desktop clients, users must also have the “API Enabled” permission.

Note

On the Desktop Client Access page in the enhanced profile user interface, you can:

  • Change the desktop client access settings by clicking Edit
  • Search for an object, permission, or setting
  • Clone the profile
  • If it's a custom profile that's not assigned to any users, delete the profile by clicking Delete
  • Change the profile name or description by clicking Edit Properties
  • Go to the profile overview page by clicking Profile Overview
  • Switch to a different settings page by clicking the down arrow next to the Desktop Client Access name and selecting the page you want