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Profile in salesforce CRM



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Name: Adam B
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Salesforce Certified Professional and expert and OBEI Developer. Salesforce Skills • Worked on Object Oriented Methodologies and Design. • Strong knowledge on Apex Language in creating Triggers, VF... [More]
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Add Date: 03/30/2012
This article covers the use of profiles and what setting / customization comes under profiles, profiles are collections of settings and permissions that determines what the user can do with the records and how they view the record.
Note : Profiles never override your organization sharing model.(Which we will discuss soon in the next article)
Below Diagram gives us and clear idea showing, what all settings does a profile contain, and what all customization can be done



There are 6 standard profiles which are provided by salesforce by default, you cannot edit or delete those profiles from the organisation. Those are as follow
1. System Administrator.
2. Standard user.
3. Read-Only .
4. Contract Manager.
5. Solution Manager.
6. Marketing User.

We Will discuss Profile Components which are show in the image above.

Page Layouts : Which page layout the user can see, we have multiple layouts, which can be assigned to multiple profiles. Below you can see how we can select page layouts for different objects.


Field-Level Secutiry : the field-level security access that the user has to view and edit specific fields, if the field in the profile is configured to read only or not visible, it will override the profile view as well. Below you can see how we can assign security to different users, we can click on view, then we can click on Read-only or visible in front of field to set the security



Custom Apps : Which Standard and custom apps the user can view.
Tabs :Which Tabs the user can view. you can select one of the option from three of them, One tab hidden : tab will be hidden, Default on : you will always see the tab, Default Off : you will always not see the tab but can find it in the all tabs option


Record Types :which record types are available to the user.
Login :the hours and IP addresses from which the user can log in.



Object Permissions : We can give permission on object for CRUD, we can allow or customize the user setting up whether the use can edit the record, delete it or can update it, we can define it in the profile, Object Permission settings do have two more options like View all and Modify all, selecting it will override the user sharing settings and allow the user to access all the records in the object.



Note : Profiles are always about setting up user permission like what all access he will have in application, which all tabs he can see, what all fields,etc. it is never related to what all records he will see or what all records he will have access to.

In case you have any questions/query please comment on the article and I will get back to you with answer as soon as possible

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