Tech Edge Weekly

Tech Blog


Managing Profiles and Permission Sets in Salesforce.

Profiles and Permission sets regulate what users can see and how they can process the data within the Salesforce org. It is a crucial security segment in any operation and therefore one of the most significant parts in the latest Salesforce interview questions.

Understanding the idea of role and permission sets as well as their management is one of the key functions of a qualified Salesforce professional that allows customers to get the most out of Salesforce, and develop and maintain successful Customer Relationship Management (CRM) strategy. 

In this article, we shall talk about the management of permission sets, aka. Establishment of access levels to various users within a Salesforce org.

The function of Profiles and Permission Sets.

To understand the principles of management of profiles and Permission sets it is essential to determine their function in the Salesforce org you are working with at the moment.

Profiles are created automatically and assigned to various users depending on their function in the company. Roles can be imagined as Olympic rings that unite various team members according to their occupation and help them communicate with their group working on the same project.

The only problem with profiles is that they can be pretty hard to manage as once created they can’t be removed and the permits that they receive (read, browse, edit, etc.) are assigned to them once and for all. In the end, even a small organization with relatively moderate tram can develop enormous profiles that will be hard to manage and adjust.

That is why Salesforce introduces Permission Sets – another frequently seen matter in the Salesforce interview questions and answers lists.

Permission sets are temporary assignments that give certain users access to data for the period they are working within and can be lifted afterward.

So, how do we manage Permission Sets in Salesforce?

It is one of the most frequently asked among all the latest Salesforce interview questions for beginners

To allow you to manage users’ permissions and permission sets Salesforce has introduced Custom profiles. Those can be created when needed and granted to certain users regardless of their current position in the company and deleted when not in use anymore.

To view permissions and their descriptions, from Setup, enter Permission Sets in the Quick Find box, then select Permission Sets, then select or create a permission set.

Now you can from the Permission Set Overview page. Click App Permissions or System Permissions.

From now on you can define between:

  • Permission Sets – the collection of permission settings that grant users certain tools and functions to browse and process data. This concept can extend profile functionality without the need to make any changes in the profile itself.
  • User Permissions – those are pre-assigned tools and access that every profile receives upon creation. Keeping them as basic as possible and assigning various permission sets when needed is the key feature and the main benefit of the profile and permission sets management in Salesforce.

Giving certain users content or temporary access to certain data and tools is the key security management feature that allows Salesforce customers to create a reliable and potent database. That is why they pay so much attention to this segment in the Salesforce interview questions and answers as well as Salesforce certification exams.  There are many important Salesforce interview questions like these will help you to become successful Salesforce consultant  along with professional Salesforce online course equip you with needy skillset.