Data Security | Control Access to Fields | Trailhead / Salesforce
Trailmix 2 - Customize Salesforce with Clicks
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 Accounts 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 Accounts object: Read Access, Edit Access
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Disclaimer -
This Video for education purposes
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