Control Access to Fields | Data Security

Описание: #salesforce
#trailhead
#salestraining

Data Security :    • Data Security Salesforce  

Create a profile and permission set to handle field access
Sales team members have most of the same object and field permissions as the Standard User profile. But your company wants to make sure that sales team members don’t delete certain records, and that only senior sales members have access to certain fields.

For this challenge, use both profiles and permission sets to control object-level permissions. Make sure that all sales team members can create, edit, and view accounts and contacts, but NOT delete them. Then make sure that most sales members can't see or edit the Rating field on accounts, but some senior sales members can.
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Challenge Requirements
Clone the Standard User profile:
Existing Profile: Standard User
Profile Name: Sales
Control access for the Sales profile:
Standard Object Permissions:
Accounts: Read, Create, Edit
Contacts: Read, Create, Edit
Field Permissions:
Rating field on the Account object: no access
All other permissions from the Standard User profile remain as is
Create a new permission set:
Label: Rating
API Name: Rating
User License: Salesforce
Control access for the Rating permission set:
Field Permissions:
Rating field on the Account object: Read Access, Edit Access
00:00 Introduction
00:46 Profile
03:26 Permission set