Several factors control whether users can view and edit specific fields in Salesforce. You can control users’ access to fields at the record type, user, or field level.
|Available in: both Salesforce Classic and Lightning Experience|
|Available in: Professional, Enterprise, Performance, Unlimited, Developer, and Database.com Editions|
Page layouts are not available in Database.com
- Page layouts—Set whether fields are visible, required, editable, or read only for a particular record type.
- Field-level security—Further restrict users’ access to fields by setting whether those fields are visible, editable, or read only. These settings override field properties set in the page layout if the field-level security setting is more restrictive.
- Permissions—Some user permissions override both page layouts and field-level security settings. For example, users with the “Edit Read Only Fields” permission can always edit read-only fields regardless of any other settings.
- Universally required fields—Override field-level security or any less-restrictive settings on page layouts by making a custom field universally required.
After setting these items, confirm users’ access to specific fields using the field accessibility grid.