What is The simplest way to control data access ?
set permissions on a particular type of object
What is an object?
An object is a collection of records, like leads or contacts.
How can you set object permissions?
with profiles or permission sets
How many PROFILES can each user have?
How many PERMISSION SETS can each user have?
one or more permission sets.
What do Field-level security settings—or field permissions control?
whether a user can see, edit, and delete the value for a particular field on an object.
where does field-level security controls the visibility on fields?
any part of the app, including related lists, list views, reports, and search results
How do you absolutely make sure that a user can’t access a particular field?
The field-level security page for a given object to restrict access to the field. There are simply no other shortcuts that provide the same level of protection for a particular field.
Where does page layout control the visibility of fields?
ONLY on detail and edit pages,
How can Field settings can be applied?
either by modifying profiles or permission sets or from the Field Accessibility menu in Setup.
What can be done AFTER setting field-level security for users?
Create page layouts to organize the fields on detail and edit pages.
Verify users’ access to fields by checking the field accessibility.
Customize search layouts to set the fields that display in search results, in lookup dialog search results, and in the key lists on tab home pages.
What steps should you take prior to Restrict Field Access with a Profile?
enable the enhanced profile user interface
How can you enable the enhanced profile user interface?
Setup, in the Quick Find box,>
Management Settings, >
select User Management Settings.>
Turn on Enhanced Profile User Interface.
How do you Restrict Field Access with a Profile?
Quick Find box, enter Profiles, >
Select the profile you want to change. >
Click Object Settings and select the object for which you want to update the field settings.
Under Field Permissions, for each field, specify the kind of access you want for users with this profile, and save your settings.
What are permission sets typically used for ?
for expanding a user’s access to fields that are restricted in their profile.