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Salesforce.com customization handbook
book

Salesforce.com customization handbook

by Rakesh Gupta, Sagar Pareek
September 2014
Intermediate to advanced
454 pages
9h 7m
English
Packt Publishing
Content preview from Salesforce.com customization handbook

Field-Level Security and its effect on data visibility

Data on fields is very important for any organization. They want to show some data to the field-specific users. In Salesforce, you can use Field-Level Security to make fields hidden or read-only for a specific profile. There are three ways in Salesforce to set Field-Level Security:

  • From an object-field
  • From a profile
  • Field accessibility

From an object-field

Let's start with an example where Sagar Pareek is the system administrator in Appiuss. His manager Sara Barellies wants to create a field (phone) on an account object and make this field read-only for all users and also allowing system administrators to edit the field.

To solve this business requirement, follow these steps:

  1. Navigate to Setup
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Publisher Resources

ISBN: 9781849685986