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Read Only Profile Conversion to Custom Profile

Дата публикации: Jul 19, 2026
Описание

At Salesforce, the security and protection of your data is critical. To further protect your data, Salesforce is making changes to the Read Only standard profile that reflect security best practices and allow you to customize this profile to fit your business's needs.
The Read Only standard profile is defined as allowing assigned users to view the Salesforce org's setup, run and export reports, and view — but not edit — other records. Over time, additional permissions have been added to the Read Only standard profile that go beyond this definition. Some of these permissions may be more permissive than represented in the profile's definition, because they give implicit or explicit edit access in order to allow key Salesforce features to function. For example, users with the Read Only profile are allowed to post in Chatter, an action which involves editing a database table under the hood.
To allow for flexibility in your org's definition of read only, Salesforce is converting the Read Only standard profile to a custom profile. This change allows you to edit permissions in this profile as your business needs require. You can also rename the profile.

Решение

This article walks through when the change happens, how it impacts your org, and what steps to take before and after conversion.

When Will This Change Happen?

The Read Only standard profile is converted to a custom profile in existing orgs with the rollout of the Summer '21 release. Use the transition period to review the permissions included in this profile and make any required changes.
As part of this change, Essentials editions can create up to two custom profiles and Professional editions can create up to three custom profiles. The converted custom Read Only profile counts toward this limit.
New Salesforce orgs created in Spring '21 and later do not have the Read Only profile. For new orgs that want to create a Read Only profile, start with the Minimum Access standard profile as a least-privilege profile base, and assign custom permission sets to grant Read access as needed.

How Does This Change Impact My Org?

The Read Only standard profile is converted to a custom profile that your Salesforce admins can modify. The value of the fullName field of the profile in the Metadata API changes from "ReadOnly" to "Read Only" (with a space).
Your org can be impacted in these scenarios:

 

  • Metadata retrieve() or deploy() calls on the Profile Metadata type that reference "ReadOnly" (without a space) are invalid after conversion. For example, a retrieve() call with <members>ReadOnly</members> returns no result — you must update to <members>Read Only</members>.
  • The Read Only custom profile name isn't localized. Queries of Profile.Name always return in English, regardless of the user's language.
  • Some Apex tests that rely on the Read Only standard profile to validate negative access conditions may not work as before, especially for packaging use.

What Do I Need to Do?

Before the profile is converted:
Review the permissions included in the Read Only profile (see the permissions table below). Evaluate whether users assigned to the Read Only profile should continue to have the included permissions.
To reassign users with the Read Only profile to the Minimum Access profile:

  1. From Setup, enter Profiles in the Quick Find box.
  2. Select Profiles.
  3. Navigate to the Read Only profile.
  4. Click Assigned Users (enhanced UI) or View Users (original UI).
  5. For each user, update the profile assignment to the Minimum Access - Salesforce profile.
  6. To grant more permissions, create a new permission set, or use the Converter feature in the Salesforce Labs Profile and Permission Set Helper app.

After the profile is converted:
After conversion, you can remove or add permissions as needed. If you change the profile's name, review all Apex code and customizations that reference the Read Only profile and update all references with the new name. Test all changes in a sandbox or Developer Edition org before enabling in production.
Edit Permissions — Enhanced Profile User Interface:

  1. From Setup, enter Profiles in the Quick Find box.
  2. Select Profiles.
  3. Navigate to and click "Read Only."
  4. Click "System Permissions" or "App Permissions," or search for the permission.
  5. Click Edit.
  6. Edit the permissions.
  7. Click Save.

Edit Permissions — Original Profile Interface:

  1. From Setup, enter Profiles in the Quick Find box.
  2. Select Profiles.
  3. For "Read Only," click Edit.
  4. Edit the permissions.
  5. Click Save.

Rename the Read Only Profile — Enhanced Profile User Interface:

  1. From Setup, enter Profiles in the Quick Find box.
  2. Select Profiles.
  3. Navigate to and click "Read Only."
  4. Click Edit Properties.
  5. Update the Name of the profile.
  6. Click Save.

Rename the Read Only Profile — Original Profile Interface:

  1. From Setup, enter Profiles in the Quick Find box.
  2. Select Profiles.
  3. For "Read Only," click Edit.
  4. Update the Name of the profile.
  5. Click Save.

What Permissions Are Included in the Read Only Profile?

The following table lists user permissions included in the Read Only profile and whether each provides implicit or explicit edit access. Note: "Yes" in the last column indicates the permission provides some form of edit access despite the "Read Only" profile name.

What permissions are included in the Read Only profile?

See this table for a list of included user permissions and their descriptions:
 

PermissionDescriptionCategory in Enhanced User InterfaceCategory in Original Profile InterfaceProvides implicit or explicit edit access?
Access ActivitiesAccess tasks, events, calendar, and email and activity-based features, such as Einstein Activity Capture and Activity Metrics.System PermissionsGeneral User Permissions No
Access LibrariesAccess libraries.System PermissionsAdministrative Permissions No
Allow Access to Customized ActionsUnsupported. Use the page layout editor to customize which actions show up in Salesforce and in the Salesforce mobile app.System PermissionsGeneral User Permissions No
Allow View KnowledgeAllow user to view knowledge articles.App PermissionsGeneral User Permissions No
Apex REST ServicesAllow access to Apex REST services.System PermissionsAdministrative PermissionsYes
API EnabledAccess any Salesforce.com API.System PermissionsAdministrative Permissions No
Assign TopicsAssign existing topics to feed items. Remove topics from feed items.System PermissionsGeneral User PermissionsYes
Chatter Internal UserUse all Chatter features. See Chatter Overview in the Salesforce Help for more information.System PermissionsAdministrative PermissionsYes
Create and Customize List ViewsCreate list views; modify and delete own list views.System PermissionsAdministrative PermissionsYes
Create and Customize ReportsCreate, edit, and delete reports in personal folders.System PermissionsAdministrative PermissionsYes
Create and Own New Chatter GroupsCreate and own new Chatter groups.System PermissionsAdministrative PermissionsYes
Create Public LinksLet users create links to share files externally. Unlike content deliveries, public links can't be password protected. To let a user create links to files in a library, enable Deliver Content for that user in the library.System PermissionsAdministrative PermissionsYes
Create TopicsCreate new topics by assigning them to feed items.System PermissionsGeneral User PermissionsYes
Edit My Own PostsAllow users to edit their own feed items.System PermissionsAdministrative PermissionsYes
Edit Opportunity Product Sales PriceChange the sales price on opportunity line items.App PermissionsGeneral User PermissionsYes
Edit TopicsEdit topic names and descriptions.System PermissionsGeneral User PermissionsYes
Export ReportsUse Export Details and Printable View to export reports.System PermissionsGeneral User Permissions No
Field Service StandardGive users access to all standard Field Service Lightning features.System PermissionsAdministrative Permissions No
Invite Customers to ChatterInvite Customers to Chatter.System PermissionsAdministrative PermissionsYes
Knowledge OneReplaces the Articles tab with the Knowledge tab.App PermissionsGeneral User Permissions No
Lightning Console UserGives the user access to Lightning console apps.System PermissionsAdministrative Permissions No
Lightning Experience UserAccess Lightning Experience and switch between Lightning Experience and Salesforce Classic.System PermissionsAdministrative Permissions No
Lightning LoginDetermines if a user is eligible to use Lightning Login functionalities.System PermissionsAdministrative Permissions No
Manage Macros Users Can't UndoCreate, update, and run macros that include irreversible instructions.App PermissionsAdministrative PermissionsYes
Read D&B Company recordsRead D&B company records.App PermissionsGeneral User Permissions No
Run ReportsRun reports and dashboards.System PermissionsGeneral User Permissions No
Select Files from SalesforceSelecting a Salesforce file is an option when attaching a file.System PermissionsAdministrative Permissions No
Send Outbound MessagesSend outbound messages to an external Web service API.System PermissionsAdministrative Permissions No
Send Through GmailWhen you enable this feature, some of your Salesforce org's data may be saved or processed by a third party, who may offer different privacy and security protections for such data. Salesforce.com is not responsible for the privacy and security of the data that is shared with third parties as a result of your decision to enable this feature.

Allow users to send emails through Gmail when composing emails in Lightning Experience. The Send Email through External Email Services user permission is enabled by default on standard profiles.
System PermissionsAdministrative PermissionsYes
Share Files with People in CommunitiesShare files in communities by changing their sharing settings or posting them to profiles.System PermissionsAdministrative PermissionsYes
Show App Launcher in CommunitiesDisplay the App Launcher icon in communities.System PermissionsAdministrative Permissions No
Show Company Name as Community RoleAllow users to see other users' company name in community role.System PermissionsAdministrative Permissions No
Subscribe to ReportsSubscribe to reports in Lightning Experience to schedule report refreshes and send notifications by email. Your organization's data may be saved and/or processed by third-party services, and Salesforce is not responsible for data users choose to send outside of Salesforce.System PermissionsAdministrative Permissions No
View Help LinkAllow user to view help link.System PermissionsAdministrative Permissions No
View KnowledgeView Salesforce Knowledge articles.App PermissionsGeneral User Permissions No
View Roles and Role HierarchyAllow user to view roles and role hierarchy.System PermissionsAdministrative Permissions No
View Setup and ConfigurationView the App Setup and Administrative Settings pages.System PermissionsAdministrative Permissions No
View TopicsView topics on posts, comments, and records.System PermissionsAdministrative Permissions No
Номер статьи базы знаний

000393290

 
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Salesforce Help | Article