SALESFORCE PROFILES BEST PRACTICES
Success for enterprises on the Salesforce platform requires an attention to detail when it comes to user profiles. Effective profile management helps ensure that the way users access and interact with the platform aligns with the company's policies and procedures. It also helps with data and security integrity, particularly when used in conjunction with a software provider that offers comprehensive Salesforce release management, data backup and recovery, and security solutions. Salesforce profiles are the fundamental vehicles through which companies control end user access to the system. To utilize Salesforce efficiently, and to stay within the bounds of company standards and regulations, it's essential to create profiles with permissions that provide only the most necessary access to necessary fields, objects, and data. Start at the Top Salesforce admins should begin their profile management efforts at the highest possible level. When creating user profiles, it's important to consider any applicable external guidelines or restrictions imposed by the company on the Salesforce environment. It's also beneficial to analyze existing user profiles to understand and account for existing permissions and available data fields. From there, admins can create an organized set of profiles to be assigned to users who access Salesforce from various roles within the company. Masters of user profiles should keep in mind that in many cases, organization of permission profiles can follow a similar hierarchical approach to the organizational setup of the company itself. Craft the Control The key to crafting effective permission profiles is establishing a strict set of controls. When it comes to assigning access rights and user permissions to Salesforce profiles, admins must move cautiously and carefully craft the profile feature set of each user group. As a general rule, admins should strive to ensure users can see and use only the features, objects, and data they need to perform their respective jobs. Admins should also exercise caution against granting users permissions they don't actually need. Doing so can lead to a consequent waste of resources and a potential security risk. Integrate and Isolate Part of protecting against security risks is ensuring integration between roles and data objects. For example, Salesforce admins should or attach permissions for related objects to profiles, allowing users to interact with associated data fields without granting access to unrelated data sets. In the same vein, admins should consider editing rules to accommodate user access to related profiles. But also be sure to identify roles and tasks that should be completely isolated from others, and make sure those profiles are separate. Ensure3-way Solutions Maintaining Salesforce profiles should be a 3-way undertaking between the company's IT department, admins, and users. Appropriately, it's best to discourage users from making unapproved or unauthorized changes to their profiles. At the same time, admins must be diligent about monitoring users and managing profile changes. This ensures that changes throughout the system comply with company policies and external regulations, as well as increasing overall protection for both the system and the users. Robust and final When used as part of a comprehensive approach to Salesforce release management, data backup and recovery, and security solutions, robust profile management helps convey and protect the trust of enterprise customers. As part of their Salesforce release process, admins should always keep an eye to the profile management, ensuring control of changes and keeping all configurations safe and secure.