Who Sees What in Salesforce?

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Salesforce is a powerful customer relationship management (CRM) platform used by many businesses around the world. It is designed to help companies streamline their sales processes, track customer interactions, and gain insights into customer behavior. With such a comprehensive system, it is important to understand who can see what information in Salesforce. This article will discuss the different levels of visibility and access that different users can have in Salesforce.

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User Permissions and Access Levels

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The first thing to understand is that Salesforce has different levels of permissions and access. The most basic level is the system administrator, who has the highest level of access and visibility. This user has full access to all data and can customize the system as needed. The system administrator also has the ability to create and manage user accounts, assign user roles and profiles, and manage security settings.

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The next level down is the user. This user has access to view and edit data, but cannot customize the system. They can also create reports, but cannot change the system settings. The user can also create and manage user accounts, but cannot assign user roles or security settings.

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The last level is the guest user. This user has limited access to view data, but cannot edit it. They also cannot create or manage user accounts, assign user roles or security settings, or create reports. This level of access is usually used for external customers or partners that need to be able to view data in Salesforce, but should not have access to internal data or system settings.

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Object and Field-Level Security

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In addition to the different levels of permissions, Salesforce also has object and field-level security. Object-level security determines which users can view, edit, or delete data in a specific object. For example, a user may have permission to view a customer record, but not edit it. The object-level security determines this. Field-level security determines which users can view or edit specific fields in an object. For example, a user may have permission to view a customer's name and address, but not their phone number. The field-level security determines this.

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Object and field-level security is managed by the system administrator and can be customized to meet the needs of the organization. For example, some organizations may want to limit access to certain objects or fields to specific users or roles. This can be done by creating security profiles and assigning them to specific users or roles. This allows organizations to control exactly who can view or edit certain data.

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Conclusion

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As you can see, Salesforce has different levels of permissions and access that determine who can see what data. System administrators have the highest level of access and visibility, while users have access to view and edit data, but not customize the system. Guests have the lowest level of access, and can only view data. Object and field-level security can also be used to control who can view or edit specific objects or fields. By understanding these different levels of permissions and access, organizations can ensure that the right people have access to the right data.