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Salesforce CRM Administration Handbook

You're reading from  Salesforce CRM Administration Handbook

Product type Book
Published in Apr 2024
Publisher Packt
ISBN-13 9781835085691
Pages 328 pages
Edition 1st Edition
Languages
Concepts
Authors (2):
Krzysztof Nowacki Krzysztof Nowacki
Profile icon Krzysztof Nowacki
Mateusz Twarożek Mateusz Twarożek
Profile icon Mateusz Twarożek
View More author details

Table of Contents (16) Chapters

Preface 1. Chapter 1: Getting Started with Salesforce 2. Chapter 2: Salesforce Architecture 3. Chapter 3: Getting to Know Data Management 4. Chapter 4: Lightning Experience 5. Chapter 5: Objects in Salesforce 6. Chapter 6: User Management and Security 7. Chapter 7: Automation Tools 8. Chapter 8: Reports and Dashboards 9. Chapter 9: AppExchange and Custom Applications 10. Chapter 10: Service Cloud 11. Chapter 11: Sales Cloud 12. Chapter 12: Salesforce Administrator Exam Preparation 13. Chapter 13: Continuing Education and Career Development 14. Index 15. Other Books You May Enjoy

Field-level security

Field-level security is a straightforward concept that enhances security beyond object and record access. Put simply, it regulates field visibility for users. By employing field-level security, you can dictate whether users with particular Salesforce profiles or permission sets should have access to specific fields or not.

Let’s see how this works in practice. Let’s modify the field access on the Account object:

  1. Navigate to Setup and search for Field Accessibility.
  2. Choose the Account object.
  3. Choose the View by Fields option.
  4. Choose a field. For example, pick the Phone field
  5. Choose the profile that you want to update; for example, Read Only. Click the link in the Field Access column.

    Edit the Field-Level Security settings. Let’s make the Phone field not visible for the user with the Read Only profile. Just make sure that the Visible checkbox is unchecked.

  6. Save your settings.

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