Term
Profile
What is a Profile? |
|
Definition
A Profile is a collection of
settings (that control what people see) and
permissions (that control what people can do) |
|
|
Term
Profile
What do settings control?
PFART |
|
Definition
| Settings control what the user can SEE(e.g. Apps, Tabs, record Types, Page Layouts, Fields) |
|
|
Term
Profile
What do permissions control?
GASC |
|
Definition
| Permissions control what the user can DO(e.g. Administrative (customise apps), General User (run reports), Standard Object (create leads), Custom Object(edit positions)) |
|
|
Term
Profile
What 5 things does a profile determine?
TOPOAS |
|
Definition
1 Object Access
2 Object Permissions (CRED)
3 Which tabs are visible
4 Which apps are assigned
5 System settings (login hours and IP ranges and system permissions eg create/cust reports) |
|
|
Term
| Role hierarchy Does role hierarchy expand or contract access to records |
|
Definition
| Role hierarchy EXTENDS access to records when the org wide default set to anything more restrictive than public read/write. |
|
|
Term
| Role hierarchy What are the 3 methods of role hierarchy? NVE |
|
Definition
| 1) No access - essentially maintains OWD of private (if someone else owns record, the role cannot see it) 2) View Only - regardless of ownership 3) Edit - regardless of ownership |
|
|
Term
| Role hierarchy How does role hierarchy work? |
|
Definition
| It uses the organisational hierarchy to determine if/when managers get to see records of all subordinates. Note you only see records of people BELOW you in the heirarchy. You won't see the records of your peers. |
|
|
Term
| OWD What does OWD control? |
|
Definition
| OWD controls the baseline visibility for each object (e.g. Accounts, Contacts, opportunities, Cases) across the whole organisation for records they don’t own. |
|
|
Term
| OWD What are the 4 OWD settings? |
|
Definition
| 1. Public Read/Write/Transfer (transfer only available on Leads/Cases) 2. Public Read/Write 3. Public Read Only 4. Private – most restrictive e.g. Users will not see Opportunities that they do not own |
|
|
Term
| Field Level Security What does FLS control? |
|
Definition
| Visibility of data to individual fields based on a users profile. |
|
|
Term
| Field Level Security Does FLS override modify all/view all system admin permissions? |
|
Definition
| Yes FLS overrides modify all/view all system admin permissions. |
|
|
Term
| Sharing Rules Name 3 ways in which sharing rules can be accessed? |
|
Definition
| Sharing rules EXTEND access to users regardless of their place in the role hierarchy using either • Roles • Public groups • Territories |
|
|
Term
|
Definition
|
|
Term
Table
Explain the difference between Data Loader and Import Wizard? |
|
Definition
|
|
Term
Table
What are the 6 standard profile types? |
|
Definition
|
|
Term
Table
Describe dependent picklists |
|
Definition
|
|
Term
|
Definition
|
|
Term
Table
Explain the Salesforce layers |
|
Definition
|
|
