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Topics#TrailheadQuestion de Mandodari(Mandy) Rawat
Mandodari(Mandy) Rawat (The Weather Company) a posé une question dans #Trailhead
25 févr. 2015, 03:56

Data Security -> Controlling Access to Fields -> Create a Profile and Permission Set to properly handle field access

Hi Experts,

I am trying to solve this challenge but not able to solve because of salesfore license issue. Salesforce only allows 2 'Salesfoce' license for DE. Is there a way to solve this challenge? Please help.

Create a Profile and Permission Set to properly handle field access

The Marketing Coordinator and Account Manager both require access to view and update Account Records, but only the Account Manager should be able to see and edit certain fields. Specifically, only the Account Manager should be able to see and edit the Rating field. The Marketing Coordinator should not be able to see or edit the Rating field. Create one profile and one permission set with the appropriate field-level security to solve for this use case.The profile must be named 'Basic Account User' and result in an API name of 'Basic_Account_User'. It should use the 'Salesforce' user license type.

The permission set must be named ‘Account Rating’ and result in an API name of 'Account_Rating'.
35 réponses
  1. Himanshu Parashar (Slalom LLC)
    25 févr. 2015, 05:22
    Hi Mandodari,

    Here is the Answer as per my understanding.

    1. Create Organization wide default as Private.

    2. As it said already create a profile names Basic_Account_User.

        (a) assign this profile to both users.

        (b) Remove profile permission from Rating_c field

         

    3. Create Permission set Account Rating

         (a) Add permisson to Rating__c field

        (b) Assign permisson set to Account User.

    Thanks,

    Himanshu

    Salesforce Certified Developer | Administrator | Service Cloud Implementation Expert

    P.S.  If my answer helps you to solve your problem please mark it as best answer. It will help other to find best answer.

     
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