Wednesday, April 19, 2023

Salesforce User Licenses / Roles / Profiles -

I have been asked a couple of times if User Licenses, Roles and Profiles work together or independent how different are they from each other. 

My small effort to explain there contribution in Salesforce Applications

User Licenses: User licenses determine the features and functionalities that a user can access in Salesforce. Different types of user licenses are available, such as Salesforce, Salesforce Platform, and Salesforce Community Cloud licenses, and each has its own set of capabilities and limitations.

Roles: Roles are used to define the hierarchical structure of an organization in Salesforce. They are used to control access to records and other data based on the position of a user in the organizational hierarchy. Roles can be used in conjunction with sharing rules to provide granular control over data access.

Profiles: Profiles are used to define the permissions and settings that govern what a user can do and see in Salesforce. They control access to objects, fields, tabs, and other features based on a user's role and job requirements. Profiles can also be used to define page layouts, record types, and other UI settings.

The relationship between these three components can be summarised as follows:

User licenses determine the available features and functionalities for a user, such as whether they can use Salesforce or a more limited platform license.

Roles define the organisational hierarchy and are used to control data access for users based on their position in the hierarchy.

Profiles determine the specific permissions and settings for each user based on their role and job requirements, controlling access to objects, fields, and other features.

Overall, these components work together to provide a flexible and granular security model in Salesforce, enabling administrators to fine-tune data access and control based on the needs of their organization.







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