Sunday, March 22, 2015

Salesforce – Profiles: Object Settings

Permissions to access objects and fields, and settings that specify which record types, page layouts, and tabs are visible.

Setup > Manager Users > Profiles (Select a profile) Custom Sales Profile

Click Object Settings

We can displayed object list with their object permissions total fields, tab settings and page layouts. Now click on Account Objects.

Account Objects > Edit

Here we can configure the Tab settings, Record Types, Page Layouts, Objects Permissions and Field Permissions as required.

Tab Settings: You can select Hidden Tab, Default Off and Default On.

Account Record Types and Page Layout Assignment: You select page layout and assign record type with respect to page layouts.

Object Permission: Object permissions specify the type of access that users have to objects.

Field Permission: Specify the access level for each field in an object.

Save


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