Category: profiles

Admin Notes — User Permissions involved in Reports and Dashboards

Permission Required for Reports and Dashboards            –              To run reports  –  “Run Reports” User Permission is required.To schedule reports  – “Schedule Reports” User Permission is required.To Create, Edit, and Delete Reports –   “Create and Customize Reports” + “Report Builder” User Permission is required.To create Custom Report Types – “Manage Custom Report Types” User Permission is required.To create and schedule snapshot – “Manage Reporting Snapshots” User Permission is...

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Campaign in Salesforce and Security involved

The very basic question comes to my mind is that what is a Campaign? Here is a very good blog post regarding how you want to define Campaign. Here – What is a Salesforce.com Campaign?Who can access Campaigns?Let’s understand this with the below use caseUse Case: Let’s say we have a custom profile named “Sales User” with below permissions on Campaign object -Now I have two users with this profile -User 1 – Kevin Bailey with Marketing User checkbox checked andUser 2 – Karen Adams with Marketing User checkbox unchecked.So what will happen here is that both Kevin and Karen can view campaigns, run campaign reports, but only Kevin can create new campaigns or edit existing campaigns.Note: So in order to create / edit Campaigns, Marketing User checkbox should be checked and Create/Edit permission should be there on the Campaign object.Let’s summarise the permission information as -To view Campaign – “Read” on Campaign.To create Campaign – “Create” on Campaign + “Marketing User” checkbox checked.To change Campaign – “Edit” on Campaign + “Marketing User” checkbox checked.To use Import Lead wizard – “Edit” on Campaign + “Marketing User” checkbox checked + “Import Lead” checkbox checked on user details page.To use Campaign Update wizard – “Edit” on Campaign + “Marketing User” checkbox checked + “Import Lead” checkbox checked on user details page + “Read” on...

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Standard Chatter Profiles in Salesforce

In Salesforce, we have Standard Chatter Profiles. These profiles are available to those users with Chatter Free or Chatter External User licenses. These profiles allow user to login to Chatter only.Below are the Standard Chatter Profiles available -Chatter Free User Profile:  User with Chatter Free User Profile can access all standard chatter people, profiles, groups and files. User can make posts, leave comments, upload files and join groups. They have limited administrative and general user permission and that is why they are not allowed to access any Salesforce’s object details. This profile is available to users having Chatter Free User license.Chatter Moderator User Profile: Access same data as Chatter Free Users. They can activate/deactivate other Chatter Free users/moderators. They can grant/revoke moderator privileges. They can delete posts and comments which they can see. This profile is available to users having Chatter Free User license.Chatter External User Profile: User will this profile can access groups they have been invited to and interact with members of that groups. This profile normally assigns to external customers so that they can quickly make posts, leave comments or provide feedback. Please provide your feedback. Thanks in...

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Standard Profiles available in Salesforce

There are 6 standard profiles available in Salesforce (EE/UE and PE). They are -Standard User – Can view, edit, and delete their own recordsSolution Manager – Standard User permissions + Can manage published solutions + Can manage categoriesMarketing User – Standard User permissions + Can import leads for the organizationContract Manager – Standard User permissions + Can edit, approve, activate, and delete contractsRead-Only – Can only view recordsSystem Administrator – “Super User”, can customize and administer the applicationFor more details, please refer the below help topics...

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