You are here:
Manage Users and Data Access
One of the most important administrative tasks is setting up and keeping your users up to date with the permissions and access that they require to perform their everyday tasks. Salesforce provides a variety of features and tools so that you can customize your data access setup for internal and external users.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| The available user and data management options vary according to which Salesforce edition you have. |
- Manage Users
In Salesforce, each user is uniquely identified with a username, password, and profile. You can have internal users, such as employees, who log in to Salesforce. You can also have external users who log in to Experience Cloud sites and guest users who don’t have login credentials. - Control Who Sees What
Salesforce data sharing lets you expose specific data sets to individuals and groups of users. Permission sets, permission set groups, and profiles provide object-level and field-level security by controlling access. Record-level sharing settings, user roles, and sharing rules control the individual records that users can view and edit. - Set Up Your Users’ Object, User, and Field Permissions
Salesforce provides a flexible, layered data sharing design so admins can control user access to data. Use profiles to configure default settings and layouts, then use permission sets and permission set groups to grant object, user, and field permissions. Salesforce also provides tools to automate, migrate, or report on your users’ permission assignments. - Set Up Record Access for Your Users
As part of your data management setup, configure the access that your users have to records that they don’t own through organization-wide defaults, the role hierarchy, sharing rules, manual sharing, and other features. Sharing settings respect the object permissions that you configure for your users using permission sets. - Additional Features that Control Data Access
Salesforce offers many optional features that allow you additional control over what data your users can access. As you decide which features to configure for your Salesforce org’s data access strategy, review these features and their applications. - Who Can See What in Experience Cloud Sites
Experience Cloud sites contain different user types who require varying levels of access. What users can see in a site depends on their user type and which tabs the administrator selects when creating the site. This topic offers a set of tables that describes what users with different access levels can see and do with different site features. - Securely Share Your Experience Cloud Sites with Guest Users
Experience Cloud sites help you connect with customers and partners. When building your site, you can use various settings and permissions to protect your data and your customers’ data, and publicly share the site with guest users. Keeping your data secure is a joint effort between you and Salesforce. - Troubleshooting User Access Issues and Insufficient Privileges Errors
Review this guidance if you or one of your users is experiencing insufficient or unexpected access for an object, record, field, or feature in Salesforce.
Did this article solve your issue?
Let us know so we can improve!
