Salesforce Security Guide

Salesforce Security Guide
Salesforce Security Basics
Authenticate Users
Give Users Access to Data
Control Who Sees What
User Permissions
Object Permissions
Custom Permissions
Profiles
Work in the Enhanced Profile User Interface Page
Work in the Original Profile Interface
Edit Profiles in the Original Profile Interface
Manage Profile Lists
Edit Multiple Profiles with Profile List Views
Clone Profiles
Viewing a Profile's Assigned Users
View and Edit Tab Settings in Permission Sets and Profiles
Enable Custom Permissions in Profiles
Create a User Role
Share Objects and Fields
Strengthen Your Data's Security with Shield Platform Encryption
Monitoring Your Organization’s Security
Real-Time Event Monitoring
Security Guidelines for Apex and Visualforce Development
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Edit Profiles in the Original Profile Interface

Profiles define how users access objects and data and what they can do within the application. In standard profiles, you can edit a limited number of settings. In custom profiles, you can edit all available permissions and settings, except the user license.
Available in: Salesforce Classic (not available in all orgs) and Lightning Experience
Available in: Professional, Enterprise, Performance, Unlimited, Developer, and Database.com Editions
Custom Profiles available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions

User Permissions Needed
To edit app and system permissions in profiles: Manage Profiles and Permission Sets
To edit app and system as well as object and field permissions in profiles: Manage Profiles and Permission Sets

AND

Customize Application

Editing some permissions can result in enabling or disabling other ones. For example, enabling “View All Data” enables “Read” for all objects. Likewise, enabling “Transfer Leads” enables “Read” and “Create” on leads.

Note

If enhanced profile list views are enabled for your organization, you can change permissions for multiple profiles from the list view.

Tip

  1. From Setup, enter Profiles in the Quick Find box, then select Profiles.
  2. Select the profile you want to change.
  3. On the profile detail page, click Edit.