Roles and Profiles

Follow

Connexys is an application on Salesforce CRM software, and hence we offer you on this page several links to Salesforce documentation about Roles and Profiles.

Roles
Determines what is visible to the user. Roles are one of the ways you can control access to records. They also impact reports (e.g. "My Teams" filter). Roles come into play if your security model (Org-Wide Defaults) are 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 for an object specifies otherwise.
 
For more Salesforce information about Roles click here.
 
Profiles
Profiles define how users access objects, fields, page layoutsApex classes and Visualforce pages and data, and what they can do within the application. Profiles help determine record privileges. Assuming the User can see the record, Profiles determine what the User can do, view or edit on that record. Profiles control other system privileges as well (mass email, export data, etc). When you create users, you assign a profile to each one.
 
The difference between Profile and Permission Sets is that Profiles are used to restrict from something where Permission Set allows user to get extra permissions. Assign this permission set to a particular user by navigating to the User detailpage. In this way, only this specific user is getting those additional access/permissions.

Look here for more information on Salesforce Help. 

Additional information
On a profile, the View All and Modify All permissions can be used to quickly grant access to every record on an object, regardless of whether the Org-Wide Default on that object is private. 
If you have one but not the other, you won't have access to a record - so if you have Read on Accounts on a Profile/Permission Set but not through Sharing with Roles/Public Groups/Ownership then you don't have access and vice versa. 

 
Create a Profile and/or a Role
1. Go to the Salesforce Setup
2. Use the Quick Find box to find Roles and/or Profiles.
3. Just under the company name, click Add Role or in case of Profiles click on Add Profile

Have more questions? Submit a request

Comments

Powered by Zendesk