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
No comments:
Post a Comment