DIFFERENCE BETWEEN ROLES AND PROFILES IN SALESFORCE
With the Salesforce platform offering an extensive array of features and tools, many organizations strive to optimize their usage of the platform to maintain their data integrity, security, and ensure top-notch data release management. As it stands, assigned user permissions remain one of the pillars of an organization’s success when it comes to managing the various features in Salesforce and effectively utilizing them in their context. User access control can be managed via assigning profiles and roles. To understand the difference between the two, it is important to consider the level of granularity via which an organization looks to exercise control over the access their users have, as well as the set of actions the user performs in the Salesforce platform. Profiles, as the name implies, are built upon a custom template. It essentially organizes the user permissions onto a set of tabs which helps define the level of access a user has to the different objects, fields and data sets available in the Salesforce platform. Additionally, it defines various operations or actions that the user can perform - from creating new records, to editing existing ones or deleting them. Roles, correspond to the sharing of access to records, data and objects between users. Generally speaking, roles are primarily used for granting access to records, allowing different users to access them for viewing, editing, or extracting them. Roles are created based on hierarchical order which ensures that any changes or alterations to an organization’s resources or data sets automatically cascades through the organization. For companies relying on Salesforce Release Management, ensuring data security is often a priority. Profiles are used to assign the specific users, granting them the relevant permissions that the profile is created with. This ensures that users can only view the resources they have permission to, which means that they can’t inadvertently make any changes to the resources of which they are not allowed access. Therefore, when it comes to Salesforce Data Backup and Recovery, it is important to ensure that you are regularly backing up the data available in Salesforce in order to take advantage of the best data recovery offers. With an assignment of roles, potential threats of breach can be mitigated as access is monitored, limiting the ability of certain users from gaining permission to objects or resources they are not intended to access. Knowing the distinction between roles and profiles when deploying Salesforce Release Management, Data Backup, and Security solutions is key to harnessing the usage of your Salesforce platform. Typically, you would be assigning a profile to each user, and a role to a group of users to allow sharing of access to that particular data set or resources. In conclusion, Salesforce provides a broad inclusion for organizations looking to optimize their platform usage, encompassing user access control and data security as part of their suite. Having a clear understanding of the distinction between profiles and roles helps ensure better control over the access users have, maintaining the data integrity of your Salesforce platform.
Topics:
