Profiles, roles, and permission sets

If we already have a user, let us give them access to certain doors that were previously closed to them. Therefore, in this section, we will deal with profiles, roles, and permission sets. Let me start with the first one. Long, long ago, Salesforce created great software for database management. When users started browsing all the records, one of them stumbled upon the salaries of other employees. This is, of course, a fictional example, but I think such situations could have been quite common. Whenever I start a conversation with a client, I mention such examples; they always spark the imagination, and we start discussing access.

Profiles in Salesforce are a key element in ensuring user access and security. Forgive me for spoiling a later part of the text – this may soon change. For now, profiles maintain all elements related to access; thanks to them, you can grant or revoke the possibility of entering records of a given object. Can...