PROFILE VS ROLE SALESFORCE
The Salesforce platform affords corporate users a wide range of opportunities to manage its user base. These opportunities, in turn, require the enterprise or its partners to interact with Salesforce in a professional way to gain the most efficacy from any given digital interaction. Salesforce profiles and roles are two of the most important aspects of the Salesforce platform that an enterprise must understand in order to make the most effective use of the Salesforce ecosystem. What are Salesforce Profiles? At a high level, Salesforce Profiles are sets of permissions that specify which information users can access, as well as which system features users can use within Salesforce. They serve as a safeguard and are designed to control user access to sensitive information, enforce secure use of the platform, control account customization, and prevent data corruption. Each user in Salesforce is assigned a specific profile depending on the type of access they require. What are Salesforce Roles? Profiles are further broken down by Salesforce roles. These create hierarchical relays between users for establishing data sharing rules, which can be used to ensure sales reps and agents are not accessing existing customer accounts. They can also be used to differentiate between tasks that different users are able to do even when they are in the same system. For example, a sales rep may only have access to view and input customer data while a manager is allowed to edit data and reports and generate new contracts. Salesforce roles also make it possible to tailor permissions to best fit each user's job. Additionally, a Salesforce role will allow the user to occupy more than one role in the same system. Roles also serve to guide access to external data sources like Microsoft Outlook and Box. How are Profiles and Roles Used Together? The synergy between Salesforce profiles and roles is a key aspect of the Salesforce's power to create customizations amongst its users. Salesforce profiles are designed to ensure users can only access relevant information while roles are intended to offer customizations to different levels of access. By crafting effective profiles and making efficient use of roles, organizations can ensure that the right users have access to controlled areas, while also keeping track of who these users are and what they are accessing. For businesses looking to implement Salesforce release management, data backup and recovery, and security solutions, it is essential to understand the implications of profiles and roles and how they can be used to best benefit the organization. Embracing the full power of the Salesforce platform in this way can provide added control and efficiency, while reducing risk.
Topics:
