Salesforce Security Guide

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Salesforce Security Guide
Salesforce Security Basics
Authenticate Users
Give Users Access to Data
Control Who Sees What
User Permissions
Object Permissions
Custom Permissions
Profiles
Configure Default Settings in Profiles
Edit Multiple Profiles with Profile List Views
Create or Clone Profiles
View a Profile's Assigned Users
Permission Sets
Create a User Role
Share Objects and Fields
Strengthen Your Data’s Security with Shield Platform Encryption
Audit and Monitor Your Organization’s Security
Real-Time Event Monitoring
Security Guidelines for Apex and Visualforce Development
API End-of-Life Policy
PDF

Profiles

Profiles define default settings for users. When you create users, you assign a profile to each one.
Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
Available in: Essentials, Professional, Enterprise, Performance, Unlimited, Developer, and Database.com Editions
Custom Profiles available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions

Watch the video to see how you can configure profiles.

Your org includes several standard profiles where you can edit a limited number of settings. With editions that contain custom profiles, you can edit all permissions and settings except the user license. In Contact Manager and Group Edition orgs, you can assign standard profiles to your users, but you can’t view or edit the standard profiles, and you can’t create custom profiles.

Every profile belongs to exactly one user license type.

When possible, assign users the Minimum Access - Salesforce profile, and then use permission sets and permission set groups to grant users only the permissions that they require. Apply permission sets to users based on the tasks that they do rather than their job title. Because you can reuse smaller permission set building blocks, you can avoid creating dozens or even hundreds of profiles for each user and job function. For more information, see Permission Sets in Salesforce Help.

Note