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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.
Learn About Data Security
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Plan Your Access Control Setup Guidelines for Creating Permission Sets and Permission Set Groups |
Set Up Default Settings and Layouts with Profiles |
Grant Permissions Configure Permissions and Access in Permission Sets Set Assignment Expiration Details for Users in Permission Sets and Permission Set Groups |
Manage Users’ Assigned Permissions Manage Permissions in the Permission Set and Permission Set Group Access Summaries Report on Custom Permission Set and Permission Set Group Assignments |
Migrate or Automate Access Assignments Manually Grant or Revoke Access with a User Access Policy Automatically Grant or Revoke Access with a User Access Policy |
Troubleshoot Access Control Issues Troubleshoot Object and Record Access Issues Troubleshoot Feature Access Issues Troubleshoot Field Access Issues |
