Roles and Profiles

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Connexys is an application built on the Salesforce CRM software platform. Therefore, we provide you with several links to Salesforce documentation on Roles and Profiles below.

Roles

Roles determine the visibility of data to users and are a key aspect of controlling access to records. They also influence reports, such as the "My Teams" filter. Roles are relevant when your security model (Org-Wide Defaults) is set to private. 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 your organization’s sharing model specifies otherwise. For more information about Salesforce Roles, refer to this Salesforce article.

Profiles

Profiles dictate how users access objects, fields, page layouts, Apex classes, Visualforce pages, and data within the application. They define record privileges, determining what actions users can perform on records provided they have visibility. Profiles also control other system privileges, such as mass email and data export. When creating users, you assign a profile to each one.
The distinction between Profiles and Permission Sets lies in their purpose: Profiles restrict access, while Permission Sets grant additional permissions. Assign permission sets to specific users by navigating to the User detail page, thereby providing them with extra access and permissions. For more information, consult this Salesforce article on Salesforce Help.

Additional information

In a profile, the "View All" and "Modify All" permissions grant access to every record on an object, irrespective of the Org-Wide Default settings for that object. If you possess one permission but not the other, you won't have access to a record. For example, if you have Read access on Accounts through a Profile/Permission Set but not through Sharing with Roles/Public Groups/Ownership, then you won't have access, and vice versa.

Create a Profile and/or a Role

  1. Navigate to the Salesforce Setup.
  2. Use the Quick Find box to find roles and/or profiles.
  3. Below the company name, click "Add Role" to create a role, or click "Add Profile" to create a profile.
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