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Salesforce.com Customization Handbook by Sagar Pareek, Rakesh Gupta

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Profiles

Profiles are a way to customize the Salesforce overall experience of a user. Profiles are used to decide the data security in a Salesforce organization by granting object-level permissions and Field-Level Security that decide whether the fields need to be shown to a specific set of users. Profiles have certain rules or settings that we can set in order to grant or restrict a set of user permissions. Roles decide data/record-level access in Salesforce (that is, the records that you can access), and profiles decide what users can see in those records (that is, fields, related lists, and apps).

Let's start with an example. In the roles section, we created a new role for the organization. Sagar Pareek is the system administrator and he wants ...

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