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Admin Request: create or edit a Profile

Knowledge Article Number 000152647
Description


If you're making a request to create or edit a Profile, here's the information that we need from you when you submit your case.

Resolution  

Requirements: Create a Profile


1. Production org or sandbox? (include your sandbox name or Org ID)

2. Would you like us to contact you before proceeding (even if requirements are clear)? We'll always contact you if something needs further explanation.

3. What is the new Profile name?

4. Since all new Profiles must be cloned from an existing profile, which existing Profile should be cloned?

5. What attributes need to be changed on the new Profile? (Object, Administrative permissions, Tab settings, and so on)

 

Requirements: Edit a Profile


1. Production org or sandbox? (include your sandbox name or Org ID)

2. Would you like us to contact you before proceeding (even if requirements are clear)? We'll always contact you if something needs further explanation.

3. What is the existing Profile name?

4. What attributes need to be changed on the existing Profile? (Object, Administrative permissions, Tab settings, and so on)

 

Find more Case Templates


All of our Configuration Case Templates can be accessed on our Premier Success Plans Tool kit under “Customize Salesforce for your Business” (click Download on the “Configuration Case Templates” tile).

You can also access them directly by visiting Configuration Case Templates.​





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