3. Profiles and Permission Flashcards Preview

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Flashcards in 3. Profiles and Permission Deck (12)
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1
Q

What are the two things each user needs to log into our Salesforce Org?

A
  1. One User license

2. One Profile

2
Q

What is a user license?

A

depending on which type of license a user have they’ll have different level of access

3
Q

What is a profile?

A

Profiles define how users access objects and data, and what users can do in Salesforce. When you create users, you must assign exactly one profile to each user.

4
Q

What are some traits of a standard profile?

A

Most permissions on standard profiles cannot be customized

Standard object CRED setting cannot be modified

Custom profiles can be created based on standard profiles

Some standard profiles available are :
System Admin
Standard User
Read Only
Solution Manager
Marketing User
Contract Manager
5
Q

Why and how do you create a custom profile?

A

Some settings on Standard that can’t be modified like object access as well as some app permissions. When we need to create a custom profile we’ll find the standard profile that most closely meets our needs, clone it, and make the changes we need.

6
Q

What do profiles control?

A
  • apps user can see
  • tabs user see
  • what user can do to records
  • what records users can access
  • when and from where users can login
  • controls app & system permission
7
Q

What is the difference between “View All Data” and “Modify All Data”?

A

Modify All Data is CRED (create, read, edit, delete all record) regardless of sharing setting

View All Data is read all record regardless of sharing setting

8
Q

What does the permission “Customize Application do?

A

user can customize the organization using the Setup menu options

9
Q

What are the different ways you can access an object with profiles?

A
  1. create
  2. read
  3. edit
  4. edit

CRED

10
Q

What is Field-Level Security?

A

FLS restricts users access to fields

can choose which fields they can read/edit, read, or not see at all

11
Q

What are Permission Sets?

A

Permission sets are groups of permissions that can be assigned to specific users in addition to their
existing profile permissions.

user have one profile
users can have multiple permission sets

12
Q

What is the best practice for Profile and Permission Sets?

A

Use Profiles to give users the absolute minimum access and permission.

User Permission Sets to adjust permissions for user job roles.