Adam TormanDirector, Product Management
How can we compare the different profiles that exist in Salesforce instance?
We want to compare the different profiles of what field and object permissions have been set for them.Can anyone please suggest the best way of getting that? via reports or export?
2 years ago
Please help me define standard tab set for my users
I'm pulling my hair out here. I've tried to make changes to several different Profiles, and created new profiles, and tested assignment of users to those profiles (and...
4 years ago
You can also override your user's tab personalizations when you edit their profile so that if they change their tabs, it will return to the profile's... More
Does SOQL expose profile permissions on custom objects?
I'm working on an org merge, and one thing we need to do is make sure the permissions on custom objects are the same for a given profile. Is there any way to export, view, or...
2 years ago
With the Summer '12 release, we added an attribute to the permissionset sobject in the SOAP and REST APIs that allow you to query whether the permission set is... More
Permission Sets vs Profile vs Roles Sharing Rules
Hi, I have just looked into Permission Sets and saw that it can set pemissions for fields and objects which was what I used to set on a User Profile. And for records settings, I&...
Thanks Paul! We're definitely looking at what it would take to add tab settings in a permission set to make this easier, not only for object tabs but also for...
Hi Mina, I work for salesforce.com as the product manager for permission sets. Permission sets and Profies are very similar. They both contain similar permissions... More
How to Restrict Access to Certain Accounts?
We believe we cannot restrict certain users to seeing only Accounts that have specific values in two specified fields (true?). So as an alternative we are trying to restrict this...
4 years ago
@Roy - there are several ways of determining access for a user and whether to show the new button or throw an error on selecting it. Check out the community post or this...
Everything you said is correct. The feature you want to restrict/grant access by Account values is Critiera Based Sharing (Please vote for the following two ideas: http:... More
Disable User Login
Is there a way to disable a user's login without having the notice tell them their access has been disabled?
4 years ago
Deactivating users will have an impact on record assignment and sharing. You can disable a user's login immediately by setting login hours on their profile to a time... More
object permission: spring 10 release update
I am surprised to see that we cannot set the object permission right after creation of the object, but rather, we have to go to profile and change from there.Why not take one step...
4 years ago
Thank you for asking for this. It's true that we provide a similar profile configuration screen in the new field, tab, record type, app screens but not when creating... More
Hi In the Admin set/ users and select a user, a field called 'Manager'. What are the dependancies with this particular field? Does this field have any relations to the...
What are you trying to do with it? You can use it for more than just workflow approvals, but it is one place where you can create a one to one relationship between users...
No dependencies on Role... it was created for workflow approval processes. More
Where are the workflow roles? NOT Salesforce Roles
Hi,A workflow can have multiple workflow roles. For example:1. New hire approval workflow can have the following roles: - Hiring Manager- Interviewer- New Hire Approver- HR...
1 year ago
Hi Smith,Permission Sets would be good to set granular field access, but they're not designed to be conditional to provide field access only when they are in a...
Hi Sam - I think this is more of an idea than a question but I'll take a stab at it. If you are using workflow approvals, you can create hierarchical user fields to... More
Users receiving "insufficient priviledges" error when trying to reply to emails
We've found a random but recurring error that is appearing for members of our Support team. When they try to Reply or Reply All to an email within a case, they get an "...
3 years ago
Just to confirm, you are replying within the app, not from outlook or another email client?Couple things to check: Do the profiles have 'Send Email' enabled on... More
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