salesforce_security_impl_guide

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Securing and Sharing Data Editing Multiple Profiles with Profile List Views Editing Multiple Profiles with Profile List Views If enhanced profile list views are enabled for your organization, you can change permissions in up to 200 profiles directly from the list view, without accessing individual profile pages. Editable cells display a pencil icon ( ) when you hover over the cell, while non-editable cells display a lock icon ( ). In some cases, such as in standard profiles, the pencil icon appears but the setting is not actually editable. Warning: Use care when editing profiles with this method. Because profiles affect a user's fundamental access, making mass changes may have a widespread effect on users in your organization. To change permissions in one or more profiles: 1. Select or create a list view that includes the profiles and permissions you want to edit. 2. To edit multiple profiles, select the checkbox next to each profile you want to edit. If you select profiles on multiple pages, Salesforce remembers which profiles are selected. 3. Double-click the permission you want to edit. For multiple profiles, double-click the permission in any of the selected profiles. 4. In the dialog box that appears, enable or disable the permission. In some cases, changing a permission may also change other permissions. For example, if “Customize Application” and “View Setup and Configuration” are disabled and you enable “Customize Application,” then “View Setup and Configuration” is also enabled. In this case, the dialog box lists the affected permissions. EDITIONS 5. To change multiple profiles, select All n selected records (where n is the number of profiles you selected). 6. Click Save. Note: Available in: • Enterprise • Performance • Unlimited • Developer • Database.com USER PERMISSIONS To edit multiple profiles from the list view: • “Manage Profiles and Permission Sets” AND “Customize Application” • For standard profiles, inline editing is available only for the “Single Sign-On” and “Affected By Divisions” permissions. • If you edit multiple profiles, only those profiles that support the permission you are changing will change. For example, if you use inline editing to add “Modify All Data” to multiple profiles, but because of its user license the profile doesn't have “Modify All Data,” the profile won't change. If any errors occur, an error message appears, listing each profile in error and a description of the error. Click the profile name to open the profile detail page. The profiles you've clicked appear in the error window in gray, strike-through text. Note: To view the error console, you must have pop-up blockers disabled for the Salesforce domain. Any changes you make are recorded in the setup audit trail. 14
Securing and Sharing Data Cloning Profiles Cloning Profiles Tip: If you’re cloning a profile to enable certain permissions or access settings for one or more users, you might be able to enable those permissions or access settings using permission sets. For more information, see Permission Sets Overview. 1. From Setup, click Manage Users > Profiles. 2. In the Profiles list page, do one of the following: • Click New Profile, then select an existing profile that’s similar to the one you want to create. • If enhanced profile list views are enabled, click Clone next to a profile that’s similar to the one you want to create. • Click the name of a profile that’s similar to the one you want to create, then in the profile page, click Clone. A new profile uses the same user license as the profile it was cloned from. 3. Enter a profile name. 4. Click Save. Viewing a Profile's Assigned Users To view all users that are assigned to a profile from the profile overview page, click Assigned Users (in the enhanced profile user interface) or View Users (in the original profile user interface). From the assigned users page, you can: • Create one or multiple users • Reset passwords for selected users • Edit a user • View a user's detail page by clicking the name, alias, or username • View or edit a profile by clicking the profile name • If Google Apps is enabled in your organization, export users to Google and create Google Apps accounts by clicking Export to Google Apps EDITIONS Available in: • Enterprise • Performance • Unlimited • Developer • Database.com USER PERMISSIONS To create profiles: • “Manage Profiles and Permission Sets” EDITIONS Available in: • Enterprise • Performance • Unlimited • Developer • Database.com 15
Page 1 and 2: Security Implementation Guide Versi
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Page 11 and 12: Security Overview Custom Permission
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Monitoring Your Organization's Secu
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INDEX A Access about 10 revoking 11
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