Learn about the essentials of user profiles within Salesforce.
- [Narrator] Let's have a look at user profiles. Profiles are templates that set permissions and settings. Having these templates speeds up onboarding for Salesforce users. We can limit or open up data access with profiles and assign people to those profiles. Profiles relate to job functions such as management, sales, etc. Let's have a look at them. We're signed into Salesforce and we're on the home tab. We'll go ahead and click on the gear cog icon and click Setup.
From here, we'll go ahead and type in "profiles" here in the Quick Find. Then we'll click on Profiles and we're going to go ahead and set up a new profile. Let's set up a profile for Outside Sales. We'll click New and we'll go ahead and give this a name which is Outside Sales. And Salesforce requires us to clone from an existing user to speed up configuration so I'll go ahead and select the user. We'll make it a Standard User in Salesforce and then we'll click Save.
Once we've cloned the profile, we can then make edits to the new profile. So let's do that. Let's click Edit and make a few adjustments. Let's go ahead and scroll down and we'll go to Standard Object Permissions. Outside Sales people don't need to see anything but leads. I'll take everything else off the Standard Object Permission section and then I'll go ahead and save these settings. So let's do that. I'll add these permissions and then I'll continue taking these away.
When we're done we'll scroll back up and then click Save. Now, something worth mentioning is that Standard Profiles can not be deleted. Let's go ahead and verify that this new profile is available in the new user flow. We'll type "users" here in the Quick Find, we'll click Users, we'll click on New User. And we'll go ahead and pull down the User License, we'll pull down and select Salesforce User License, and then we'll pull down profiles and we can see Outside Sales did show up and it worked.
Profiles are applied to a user when adding new users into Salesforce and these users adopt all the permissions of that profile. It's a way that Salesforce streamlines the ability to onboard new users and is a very helpful aspect of user management.
- Planning a transition to Salesforce
- Administering user accounts
- Managing permissions
- Capturing and converting leads
- Customizing views
- Setting up opportunities
- Creating campaigns
- Customizing fields and pages
- Customizing apps
- Building and sharing reports
- Importing data
- Batch processing data
- Enforcing data security with auditing and policies