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Topics#Salesforce DeveloperFrage von Postalytics PTesting
Postalytics PTesting fragte in #Salesforce Developer
16. Jan. 2019, 16:53

Very Basic Question - New to SF

I'm looking to create a user with very limited permissions. They only need to be able to create views in Leads and Contacts. So the most limited permissions with the ability to create views. Then I'd like to login as that user and test something out with the integration my Dev team has built. I know how to create a user but how do I limit their permissions?
2 Antworten
  1. Sitanshu Tripathi (SFDC4STUDENTS)
    17. Jan. 2019, 09:26
    Step 1 - Clone an Admin Profile.

    Step 2 - Click on "Edit" button and find the "Standard Object Permissions" Section.

    Step 1 - Clone an Admin Profile.Step 2 - Click on

    Step 3 - Find the "Lead" label and unckeck the 'Create, Edit, Delete, View All, Modify All' make sure the Read permission is selected.

    User-added image

    Step 4 - Save the changes.

    Now,

    1. Create a user or edit an existing user and select your above created Profile. That's it.

    One thing more Postalytics PTesting,

    1. You can't edit these permission if you are using a Salesforce standard profile. So You will have to create a Profile.

    If you are geeting my points then please mark as a best answer. Do not forget the other person's effort for your question.
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