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Salesforce.com customization handbook

You're reading from   Salesforce.com customization handbook Customize Salesforce to automate your business requirements

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Product type Paperback
Published in Sep 2014
Publisher
ISBN-13 9781849685986
Length 454 pages
Edition 1st Edition
Concepts
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Toc

Table of Contents (14) Chapters Close

Preface 1. Getting Started with Salesforce 2. User Management and Organization Administration FREE CHAPTER 3. Making Your Salesforce Data Secure – Security Settings in Salesforce 4. Domain Management, E-mail Administration, and Google Apps Settings 5. CRM Functions and Streamlining Business Requirements 6. Automating a Business Process 7. Concepts of Data Management 8. Reports and Dashboards in Salesforce 9. Chatter Configuration 10. Mobile Administration 11. Setting Up Deployment Processes 12. AppExchange – Extending Salesforce Functionality Index

Field-Level Security and its effect on data visibility


Data on fields is very important for any organization. They want to show some data to the field-specific users. In Salesforce, you can use Field-Level Security to make fields hidden or read-only for a specific profile. There are three ways in Salesforce to set Field-Level Security:

  • From an object-field

  • From a profile

  • Field accessibility

From an object-field

Let's start with an example where Sagar Pareek is the system administrator in Appiuss. His manager Sara Barellies wants to create a field (phone) on an account object and make this field read-only for all users and also allowing system administrators to edit the field.

To solve this business requirement, follow these steps:

  1. Navigate to Setup | Customize | Account | Fields and then click on the Phone (it's a hyperlink) field.

  2. It will redirect you to the detail page of the Phone field; you will see a page like the following screenshot:

  3. Click on the Set Field-Level Security button, and it will...

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