salesforce_security_impl_guide
salesforce_security_impl_guide
salesforce_security_impl_guide
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Securing and Sharing Data<br />
Working with Desktop Client Access in the Enhanced Profile<br />
User Interface<br />
Option<br />
On, no updates<br />
On, updates w/o alerts<br />
On, updates w/alerts<br />
On, must update w/alerts<br />
Meaning<br />
The respective client download page in users’ personal settings is hidden. Users<br />
can log in from the client but can't upgrade it from their current version.<br />
Users can download, log in from, and upgrade the client, but don't see alerts<br />
when a new version is made available.<br />
Users can download, log in from, and upgrade the client. They can see update<br />
alerts, and can follow or ignore them.<br />
Users can download, log in from, and upgrade the client. When a new version<br />
is available, they can see an update alert. They can't log in from the client until<br />
they have upgraded it.<br />
Connect Offline is the only client available with Developer Edition. In Personal, Group, and Professional Editions, all users have the system<br />
default “On, updates w/o alerts” for all clients.<br />
Note:<br />
• Desktop client access is available only for users whose profiles have the “API Enabled” permission.<br />
• If users in your organization have a Connect for Outlook version earlier than 2.0 (such as version 115), and their profile setting<br />
is “Off (access denied)” or “On, must update w/alerts,” the error Invalid Salesforce API request may occur<br />
when they attempt to log in to Connect for Outlook. Users with Connect for Outlook 2.0 or later will see an appropriate<br />
descriptive message.<br />
If users can see alerts and they have logged in to Salesforce from the client in the past, an alert banner automatically appears in the<br />
Home tab when a new version is available. Clicking the banner opens the Check for Updates page, where users can download and run<br />
installer files. From their personal settings, users can also access the Check for Updates page, regardless of whether an alert has occurred.<br />
Working with Desktop Client Access in the Enhanced Profile User Interface<br />
Connect for Outlook, Connect Offline, Connect for Office, and Connect for Lotus Notes are desktop<br />
clients that integrate Salesforce with your PC. As an administrator, you can control which desktop<br />
clients your users can access as well as whether users are automatically notified when updates are<br />
available.<br />
Note: To access desktop clients, users must also have the “API Enabled” permission.<br />
On the Desktop Client Access page in the enhanced profile user interface, you can:<br />
• Change the desktop client access settings by clicking Edit<br />
• Search for an object, permission, or setting<br />
• Clone the profile<br />
• If it's a custom profile, delete the profile by clicking Delete<br />
• Change the profile name or description by clicking Edit Properties<br />
• Go to the profile overview page by clicking Profile Overview<br />
• Switch to a different settings page by clicking the down arrow next to the Desktop Client Access<br />
name and selecting the page you want<br />
EDITIONS<br />
Available in:<br />
• Enterprise<br />
• Performance<br />
• Unlimited<br />
• Developer<br />
USER PERMISSIONS<br />
To view desktop client<br />
access settings:<br />
• “View Setup and<br />
Configuration”<br />
To edit desktop client access<br />
settings:<br />
• “Manage Profiles and<br />
Permission Sets”<br />
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