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Set Up and Maintain Your Salesforce Organization
Permissions for UI Elements, Records, and Fields

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Permissions for UI Elements, Records, and Fields

To access UI elements, records or fields in Salesforce requires specific permissions. At a minimum, you must have the “Read” permission to view a tab, record, record field, related list, button, or link. To edit a record or record field, you must have the “Edit” permission.

Required Editions

Available in: Salesforce Classic
Available in: All Editions except Database.com

What you can view or edit also depends on how you customized your personal display or page layout and what edition your org is using. This table described the different access levels in more detail.

Action Access Needed
To view a tab:

You must have the “Read” permission on the records within that tab.

If you don’t see a particular tab, verify that you customized your personal display to show the tab.
To view a record:

You must have the “Read” permission on the type of record you want to view.

If you can’t view a certain record, check whether your org uses a sharing model or territory management. In certain sharing models, the owner of the record has to specifically share the record to grant view access to others. Territory management can restrict access to accounts, contacts, opportunities, and cases.
To view a field:

You must have the “Read” permission on the type of record for the field.

If you can’t view a certain field, check field-level security and your page layout. Field-level security can restrict access to a field. Page layouts can hide fields.
To edit a field:

You must have the “Edit” permission on the type of record for the field.

If you can’t edit a certain field, check field-level security and your page layout. Field-level security can restrict access to a field. Page layouts can set fields to not be editable.
To view a related list:

You must have the “Read” permission on the type of records displayed in the related list.

If you can’t view a certain field, check your page layout. Page layouts can hide fields.
To view a button or link:

Make sure that you have the necessary permission to perform the action. Buttons and links only display for users who have the appropriate user permissions to use them.
 
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