Here’s some helpful usability tips for editing Profile permissions in the native Salesforce (SFDC) online interface (aka “The Builder”). Whether your setting object permissions, field level securities, layout assignments, or Visualforce page securities, each “edit access point” has its advantages.
The most obvious and comprehensive way is from the Profile Detail page. Here you can adjust every type of permission on your Profile. Depending on what type of permission you’re editing, you’ll want to either click the “Edit” button or scroll down to a page block and click “View”. By doing the latter, you’ll be taken to another screen where you can click “Edit” to make changes.
This is a great way to make bulk adjustments to a Profile — things like all the field level security settings for a single object, Visualforce page access, or setting page layout assignments. Performing the first option (just initially clicking “Edit”) takes you to a screen where you can set all object permissions for the Profile. See here:
Another technique, specifically for setting field level security, is simply from a field’s Set Field-Level Security option — good for when you’re first defining a custom field and you know your Profile’s permissions. Go to Object > Field > Set Field-Level Security…
Lastly, access through Security Controls > Field Accessibilty > Object is useful when wanting to view all your Profiles and field level securities, although it’s a somewhat cumbersome method when it comes to editing such things.
Happy SFDCing —-
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Posted by Tom Burre on March 9, 2009 at 12:11 am
