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Mastering Salesforce CRM Administration

You're reading from   Mastering Salesforce CRM Administration An Advanced Administration Certification Handbook

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Product type Paperback
Published in Mar 2017
Publisher
ISBN-13 9781786463180
Length 412 pages
Edition 1st Edition
Concepts
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Author (1):
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Rakesh Gupta Rakesh Gupta
Author Profile Icon Rakesh Gupta
Rakesh Gupta
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Toc

Table of Contents (13) Chapters Close

Preface 1. A Deep Dive into the Salesforce Lightning Experience FREE CHAPTER 2. Security Settings in Salesforce 3. Territory Management 4. Extending Salesforce with Custom Objects and Applications 5. Getting More Value from Sales Cloud 6. Increasing Service Agent Productivity by Using Service Cloud 7. Optimizing Business Processes with Visual Workflow and Approval Processes 8. Automating Complex Business Processes 9. Analyzing Productivity with Reports and Dashboards 10. E-mail and Mobile Administration 11. Different Ways of Deploying an Application between Environments 12. Basics of Apex and Visualforce Page

Field-level security


Until now, we have talked about record-level access; it refers to governing which records are accessible by users, including the OWD and sharing rule. Now we will go a step further and discuss how we can hide key fields from a group of users. Data is very important for any organization; it may contain highly sensitive information, such as bank account details. Salesforce allows you to use field-level security to make fields hidden or read only for a specific profile. There are three ways to set field-level security in Salesforce:

  • From an object field

  • From a profile

  • Field accessibility

From an object field

A business scenario: Alok Sinfal is working as system administrator at Universal Containers. His manager Brigette Hyacinth wants to set the Rating field on the Lead object to be read-only for all users because they have a process created to auto-set the rating for lead objects based on a few fields.

Perform the following steps to solve the preceding business requirement:

  1. Click...

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