Salesforce Security Guide

Salesforce Security Guide
Salesforce Security Basics
Authenticate Users
The Elements of User Authentication
Passwords
Cookies
Single Sign-On
My Domain
Two-Factor Authentication
Network-Based Security
Session Security
Custom Login Flows
Single Sign-On
Connected Apps
Desktop Client Access
Desktop Client Access in the Enhanced Profile User Interface
View and Edit Desktop Client Access in the Original Profile User Interface
Configure User Authentication
Give Users Access to Data
Share Objects and Fields
Strengthen Your Data's Security with Shield Platform Encryption
Monitoring Your Organization’s Security
Security Guidelines for Apex and Visualforce Development
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Desktop Client Access in the Enhanced Profile User Interface

To make updates to your desktop client access settings, use the enhanced profile user interface. For example, change Connect for Outlook alert settings from here.
Available in: Salesforce Classic (not available in all orgs)
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 Offline and Connect for Office 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:

  • Search for an object, permission, or setting
  • Clone the profile
  • Delete custom profile
  • Change the profile name or description
  • Go to the profile overview page
  • Switch to a different settings page