Wednesday, April 19, 2023

Salesforce Platform User - Privileges

The Salesforce Platform User profile does not have access to the Lead object by default. 
This profile is designed for users who do not need access to Leads and instead focuses on providing access to core Salesforce objects and functionality.
List of the objects and privileges typically associated with the Salesforce Platform User profile:
Objects:
Accounts
Campaigns
Cases
Contacts
Contracts
Opportunities
Price Books
Products
Quotes
Reports
Solutions
Privileges:
Create, edit, and delete records for the objects mentioned above
View and edit all data in the objects mentioned above
Access to sales-specific reports and dashboards
Access to sales features such as forecasting, collaborative forecasting, and team selling
Access to creating and managing email templates
Access to creating and executing outbound email campaigns
Access to creating and managing custom fields
Access to creating and managing page layouts and record types
Access to creating and managing workflow rules and approval processes
Access to creating and managing profiles and permission sets for other users in the organization
Access to creating and managing custom objects and custom apps

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