Friday, 5 September 2014
Thursday, 4 September 2014
What are Roles in salesforce?
In
Salesforce, Roles are the part of Administration Setup. Roles are
defined to increase or decrease the authority of any user in terms of
data visibility. The data visibility can also be managed by building
role hierarchy or by using sharing rules. Defining role hierarchy
permits the user at higher level to access the records owned by users at
lower level in role hierarchy. It is not necessary that a user must
have a role.
Moreover, OWD are used to set the default access for objects,
for example if, OWD has been set as private means that only the record
owner can access the record. Additional access to the records owned by
other users can be achieved by roles i.e. user with higher level in role
hierarchy can access the records of the user at lower level in role
hierarchy. Another way to achieve this is writing sharing rules, where
we can specify the logic to which role user, which record should be
shared. We can not specify this role hierarchy with standard objects as
it is set by default, but we can set up this role hierarchy for any
custom object. Defining role for users is not compulsory, but not
defining roles may cause some problems in reports for that user.
Summarised view of above explanation:
1. It is not compulsory to define role for each and every user.
2. We can write sharing rules to share records to a user with particular role and subordinates.
3. Roles are also helpful in Extending OWD settings.
4. Role hierarchy controls the access of record according to the user level.
What are Profiles in Salesforce?
In Salesforce, Profiles are mainly used to control the object level access. These are one of the
most important things to create an application. We cannot have any user without
profile. In Profile we defines the fields/objects permissions and also many
other permissions. It states what a user can do and access in the org.
Salesforce provide some standard Profiles itself which can be used as it is,
and also we can create our own Profiles with required set of permissions. It is
recommended that, new custom Profiles should be created by cloning of standard
Profile.
By profiles we can define the following
things:
1. Object CRUDE (create, read, update,
delete & edit) Permissions.
2. Field - Level Security (view or edit).
3. Page Layouts for each and every object.
4. Visibility of Tabs.
5. IP addresses Restriction.
6. Login Hours can also be defined.
7. Record Type Permissions.
8. VF pages & Apex classes can also be
defined that what should be visible to this profile user.
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