Control Object Access with Profiles and Permission Sets | Salesforce Who Sees What Ch. 3

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  • เผยแพร่เมื่อ 8 มิ.ย. 2024
  • Welcome to Control Object Access with Profile and Permission Sets, the third video in the Who Sees What series. • Who Sees What in Sales...
    In this video, we’ll show you how to create Salesforce profiles and permission sets, and discuss how they’re used to control object access.
    The videos in this series provide admins the basics on visibility and data access in Salesforce, so they can successfully set up their org.
    0:00 Introduction
    1:18 Minimum Access-Salesforce Profile
    1:52 Standard User Profile
    2:10 Solution Manager, Marketing User, Contract Manager
    2:21 System Administrator Profile
    3:00 Permission Sets
    3:42 Learning Objectives
    3:53 User Management Settings
    4:10 Assign a Profile
    4:23 Create a Permission Set
    6:07 Create Another Permission Set
    6:38 Learn More
    #ObjectAccess #SalesforceProfiles
    #Salesforce #SalesforceSupport #SalesforceHowTo
    If you have questions, tap into the wisdom of our entire Trailblazer Community here: trailhead.salesforce.com/trai...
    Need additional guidance? Search for live sessions, webinars, and more here: cs.salesforce.com/events
    Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments - including marketing, sales, commerce, and service - a single, shared view of every customer.
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ความคิดเห็น • 5

  • @vijayanandg459
    @vijayanandg459 5 หลายเดือนก่อน

    Great Explanation

  • @takeshikobayashi39
    @takeshikobayashi39 ปีที่แล้ว +1

    Thank for the helpful Video. First I must create a profile. Then defining the access right on the profile I created. Next I assign the profile to a user. The user can access the objects through the profile they are assigned. Permission Set and Permission Set Group are extensible function on Profiles. They are optional.

  • @refiloemalekela5890
    @refiloemalekela5890 หลายเดือนก่อน

    3:42

  • @dinadeshpande
    @dinadeshpande 8 หลายเดือนก่อน

    @SalesforceSupport "You can't edit standard profiles": Is that accurate? I am able to edit them. Thank you.

  • @jamesparks214
    @jamesparks214 ปีที่แล้ว

    Peggy Sue cline miller this is what I said sbout you are doing something with your phone