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Hands-On Low-Code Application Development with Salesforce

You're reading from   Hands-On Low-Code Application Development with Salesforce Build customized CRM applications that solve business challenges in just a few clicks

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Product type Paperback
Published in Oct 2020
Publisher Packt
ISBN-13 9781800209770
Length 608 pages
Edition 1st Edition
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Author (1):
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Enrico Murru Enrico Murru
Author Profile Icon Enrico Murru
Enrico Murru
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Table of Contents (28) Chapters Close

Preface 1. Section 1: What Is Salesforce?
2. Chapter 1: A Brief Introduction to Salesforce FREE CHAPTER 3. Section 2: Data Modeling
4. Chapter 2: Building the Data Model 5. Chapter 3: Mastering Formulas 6. Chapter 4: Cleaning Data with Validation Rules 7. Chapter 5: Handling Dynamic Configuration 8. Chapter 6: Security First – The "Who Sees What" Paradigm 9. Section 3: Automation Tools
10. Chapter 7: Be a Workflow Champion 11. Chapter 8: Setting Up Approval Processes 12. Chapter 9: Process Builder – Workflow Evolution 13. Chapter 10: Designing Lightning Flows 14. Chapter 11: Interacting with Actions 15. Section 4: Composing the User Interface
16. Chapter 12: All about Layouts 17. Chapter 13: The Lightning App Builder 18. Chapter 14: Leveraging Customers and Partners Power with Communities 19. Section 5: Data Management
20. Chapter 15: Importing and Exporting Data Declaratively 21. Chapter 16: Learning about Data Reporting 22. Section 6: Ready to Release?
23. Chapter 17: The Sandbox Model 24. Chapter 18: Deploying Your Solution 25. Section 7: Before We Say Goodbye
26. Chapter 19: Salesforce Ohana – The Most Amazing Community Around 27. Other Books You May Enjoy

Configuring user permissions with profiles and permission sets

We've seen that a user is related to a specific license type, and in the same way, each profile is related to a specific license type. This means that when you select a license type when defining a user, only a subset of all the available profiles is allowed.

This is what you see in your org when clicking on Setup | Users | Profiles:

Figure 6.4 – Extract of profiles on a Salesforce org

As you can see, we have standard and custom profiles. Standard profiles come built into your org and their permissions are roughly unchangeable, which is why you should always clone a profile to create a new custom one with the desired permissions.

Remember that you cannot change a profile's license type.

Further reading

If you want to look deeper into profile permissions, jump to Salesforce Help at https://help.salesforce.com/articleView?id=admin_userprofiles.htm&type=5.

As we...

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