Monday, 6 January 2014

Learning Salesforce – Part-2



Part-1 can be found from here (Learning Salesforce - Part-1)

Creating a profile

A profile contains user permissions and access settings that control what users can do within their organization.

What does a profile Control?

1.    Which standard and custom apps users can view
2.    What are the record types available for the users of that profile
3.    Which page layouts they can access?
4.    Fields level security for all objects.
5.    Apex classes, VF pages.

There are some standard profiles provided by salesforce if we want to create custom profile we can create by using the following path.

Path: Setupà AdministeràManage usersàProfilesà New Profile

After clicking new, we have to select the existing profile. So that it would clone all the features of that existing profile then give any new name then save it.

User

User is the person who is having an authenticated Username and Password to login to sales force org.

Path to create a user: Setup
à AdministeràManage usersàUsersà New User

We have to fill all the required fields.

Assigning a user to profile

Path: Setup
à AdministeràManage usersàUsersàopen the Particular user

Edit the User detail and select the required profile to that user. 
Adding Multiple Users:

Path: Setup
à AdministeràManage usersà Users àAdd Multiple Users

Note: One profile can have multiple users but one user can be assigned to only one profile.

Permission sets

A permission set is a collection of settings and permissions that give users access to various tools and functions. The settings and permissions in permission sets are also found in profiles, but permission sets extend users' functional access without changing their profiles.

Permission set control does the same things done by profile.

Creating Permission set:

Path: Setup
à AdministeràManage usersàPermission setsàNew

We can create a Permission set; in that permission set we can define all the permissions or access settings we want to give.

Assigning Permission set to User:

Path: Go to users (Path: Setup
à AdministeràManage usersàUsers)à Permission setsàEdit Assignments

Then it will show all the available permission sets so that we can add whatever the permission set you want to assign to that particular user.


Roles

Depending on our sharing settings, roles can control the level of visibility that users have into your organization’s data. Users at any given role level can view, edit, and report on all data owned by or shared with users below them in the hierarchy, unless our organization’s sharing model for an object specifies otherwise. Specifically, in the Organization-Wide Defaults related list, if the Grant Access Using Hierarchies option is disabled for a custom object, only the record owner and users granted access by the organization-wide defaults receive access to the object's records.

Creating a role:

Path: Setup
à AdministeràManage usersàRolesàSetup roles

There you may find all the roles. If we want to create new role just click on add role so that a new role we can create.

Assigning user to a role:

Path: Go to roles
àClick on particular roleàAssign users to role

Whenever we click on Assign users to role it would show all the available users so that we can select the particular user to that role.