Salesforce Security Guide

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Salesforce Security Guide
Salesforce Security Basics
Authenticate Users
Give Users Access to Data
Share Objects and Fields
Field Permissions
Set Field Permissions in Permission Sets and Profiles
Set Field-Level Security for a Field on All Permission Sets
Classic Encryption for Custom Fields
Organization-Wide Sharing Defaults
Sharing Rules
User Sharing and Visibility
Public and Personal Groups
Manual Sharing
Restriction Rules
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

Set Field-Level Security for a Field on All Permission Sets

Set field-level security for a field on permission sets. This option is an alternative to setting field-level security for a field on profiles.
Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions

User Permissions Needed
To set field-level security: Manage Profiles and Permission Sets

AND

Customize Application

In some cases, you want users to have access to an object, but you don’t want every field accessible to them. For example, you want certain account information accessible only to select employees. By configuring field permissions, or field-level security, you can control the specific fields that a user can see and edit on object records.

  1. From Setup, in the Quick Find box, enter User Management Settings, and then select User Management Settings. Enable Field-Level Security for Permission Sets during Field Creation if it isn’t already enabled.
  2. In Object Manager, select an object, and then click Fields & Relationships.
  3. Select the field that you want to modify.
  4. Click Set Field-Level Security.
  5. Specify the field's access level. You can only set field-level security in custom permission sets created for your org.

    Select Permission sets with object permissions to filter the list to permission sets that have Create, Read, Edit, or Delete access on the field’s object. Deselect this option to show all permission sets. If no permission sets have object permissions for the field’s object, the list contains all permission sets.

    Note

  6. Save your changes.