Security Implementation Guide

Security Overview
Securing and Sharing Data
User Permissions and Access
Revoking Permissions and Access
Profiles Overview
Enhanced Profile User Interface Overview
Working with Profiles in the Original Profile Interface
Viewing and Editing Tab Settings in Permission Sets and Profiles
Enable Custom Permissions in Profiles
Assigning Record Types and Page Layouts in the Enhanced Profile User Interface
Permission Sets
Object Permissions
Field-Level Security Overview
User Permissions
Desktop Client Access Overview
Working with Desktop Client Access in the Enhanced Profile User Interface
Viewing and Editing Desktop Client Access in the Original Profile User Interface
Setting Login Restrictions
Managing Salesforce Classic Permissions
About Organization-Wide Sharing Defaults
Setting Your Organization-Wide Sharing Defaults
External Organization-Wide Defaults Overview
Sharing Rules Overview
User Sharing Overview
Roles Overview
About Groups
Creating and Editing Groups
Group Member Types
Viewing All Users in a Group
Granting Access to Records
Configuring Salesforce Security Features
Enabling Single Sign-On
Monitoring Your Organization's Security
Security Tips for Apex and Visualforce Development
PDF

Newer Version Available

This content describes an older version of this product. View Latest

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 Profiles and Permission Sets”
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, 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