salesforce_security_impl_guide

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Securing and Sharing Data Searching in the Enhanced Profile User Interface Searching in the Enhanced Profile User Interface On any of the profile pages, type at least three consecutive letters of an object, tab, permission, or setting name in the Find Settings... box. The search terms aren't case-sensitive. As you type, suggestions for results that match your search terms appear in a list. Click an item in the list to go to its settings page. For some categories, you can search for the specific permission or setting name. For other categories, search for the category name. Item Assigned apps Objects • Fields • Record types • Page layout assignments Search for App name Object name Parent object name Example Type sales in the Find Settings box, then select Sales from the list. Let’s say you have an Albums custom object. Type albu , then select Albums . Let’s say your Albums object contains a Description field. To find the Description field for albums, type albu , select Albums , and scroll down to Description under Field Permissions. EDITIONS Available in: Enterprise, Performance, Unlimited, Developer, and Database.com Editions The following items don't appear in searches when using the enhanced profile user interface with Database.com: standard objects, assigned apps, tabs, Visualforce page access settings, and desktop client access settings. USER PERMISSIONS Tabs App and system permissions Tab or parent object name Permission name Type rep , then select Reports . Type api , then select API Enabled . To find permissions and settings in a profile: • “View Setup and Configuration” All other categories Category name To find Apex class access settings, type apex , then select Apex Class Access . To find custom permissions, type cust , then select Custom Permissions . And so on. If no results appear in a search: • The permission, object, tab, or setting you're searching for may not be available in the current organization. • The item you're searching for may not be available for the user license that's associated with the current profile. For example, a profile with the High Volume Customer Portal license doesn't include the “Modify All Data” permission. • Be sure your search terms have at least three consecutive characters that match the name of the item you want to find. • Be sure the search term is spelled correctly. 18
Securing and Sharing Data Working with Profiles in the Original Profile Interface Working with Profiles in the Original Profile Interface To view a profile, from Setup, click Manage Users > Profiles, then select the profile you want. On the profile detail page, you can: • Edit the profile • Create a profile based on this profile • For custom profiles only, click Delete to delete the profile Note: You can’t delete a profile that’s assigned to a user, even if the user is inactive. • View the users who are assigned to this profile EDITIONS Available in: Enterprise, Performance, Unlimited, Developer, and Database.com Editions The settings that are available on the profile detail page vary according to your Edition. Editing Profiles in the Original Profile Interface You can edit all settings in a custom profile. In standard profiles, you can edit all settings except name, description, object permissions, field permissions, and user permissions. 1. From Setup, click Manage Users > Profiles. 2. Select the profile you want to edit. 3. On the profile detail page, click Edit to change any of the following settings: • For custom profiles only, the name and description • App visibility settings • Connected apps accessible to this profile • Tab visibility settings • For custom profiles only, administrative and general permissions • For custom profiles only, object permissions Note: Editing some permissions may automatically cause other permissions to be enabled or disabled. For example, enabling “View All Data” automatically enables “Read” for all objects. Likewise, enabling “Transfer Leads” automatically enables “Read” and “Create” on leads. EDITIONS Available in: • Enterprise • Performance • Unlimited • Developer • Database.com USER PERMISSIONS To edit profiles: • “Manage Profiles and Permission Sets” AND “Customize Application” Tip: If enhanced profile list views are enabled for your organization, you can change permissions for multiple profiles from the list view. • Desktop client access settings You can also view or edit the following settings from the profile detail page: Setting Console layouts for all profiles Page layouts To View or Edit... Under the Console Settings section, click Edit. Under the Page Layouts section, click View Assignment next to an object name. 19
Page 1 and 2: Security Implementation Guide Versi
Page 3 and 4: CONTENTS Chapter 1: Security Overvi
Page 5 and 6: Contents Editing Lead Sharing Rules
Page 7 and 8: CHAPTER 1 Security Overview Salesfo
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Page 11 and 12: Security Overview Custom Permission
Page 13 and 14: Security Overview CAPTCHA Security
Page 15 and 16: Security Overview Auditing • Role
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Securing and Sharing Data User Shar
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Securing and Sharing Data Creating
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Securing and Sharing Data Viewing A
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Securing and Sharing Data Granting
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Configuring Salesforce Security Fea
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CHAPTER 4 Enabling Single Sign-On S
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Enabling Single Sign-On • Before
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Monitoring Your Organization's Secu
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Security Tips for Apex and Visualfo
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INDEX A Access about 10 revoking 11
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Index Profiles (continued) object p
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