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
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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Manage Profile Lists

Profiles define how users access objects and data, and what they can do within the application. When you create users, you assign a profile to each one. To view the profiles in your organization, from Setup, enter Profiles in the Quick Find box, then select Profiles.
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 view profiles, and print profile lists: View Setup and Configuration
To delete profile list views: Manage Profiles and Permission Sets
To delete custom profiles: Manage Profiles and Permission Sets

Viewing Enhanced Profile Lists

If enhanced profile list views are enabled for your organization, you can use additional tools to customize, navigate, manage, and print profile lists.

  • Show a filtered list of profiles by selecting a view from the drop-down list.
  • Delete a view by selecting it from the drop-down list and clicking Delete.
  • Create a list view or edit an existing view.
  • Create a profile.
  • Print the list view by clicking Print icon.
  • Refresh the list view after creating or editing a view by clicking Refresh icon.
  • Edit permissions directly in the list view.
  • View or edit a profile by clicking its name.
  • Delete a custom profile by clicking Del next to its name.

    You can’t delete a profile that’s assigned to a user, even if the user is inactive.

    Note

Viewing the Basic Profile List

  • Create a profile.
  • View or edit a profile by clicking its name.
  • Delete a custom profile by clicking Del next to its name.