Set Up and Maintain Your Salesforce Organization Permissions for UI Elements, Records, and Fields
5 Minute Upgrades
Salesforce reserves just five minutes of scheduled maintenance time to roll out new major versions of our service. These upgrades to the next release occur three times per year.
Although your organization should expect to experience a disruption of up to five minutes, the interruption is typically one minute or less. Users receive an error message letting them know that the service is unavailable during the upgrade, and are prompted to log in again when the upgrade is complete.
Check for Desktop Client Updates
Desktop clients such as Salesforce for Outlook and Connect Offline integrate Salesforce with your
PC. Your administrator controls which desktop clients you are allowed to install.
If your administrator enabled Home tab alerts, an alert banner displays on your Home tab when a new client version is available.
You can also see which clients are installed on your computer and check for updates on your own.
1. From your personal settings, enter
Check for Updates
in the
Quick Find
box, then select Check for Updates.
2. From the table, review the names and version numbers of available desktop clients.
3. If you are using Internet Explorer, click the correct desktop client and then click Install Now to install a client. If you are using another browser such as Mozilla Firefox, click Download Now to save the installer file to your computer. To run the installer program, double-click the saved file.
After you install the update, the alert banner displays on your Home tab until you log in through the newly updated client.
EDITIONS
Available in: Salesforce
Classic
Available in all editions
EDITIONS
Available in: Salesforce
Classic
Available in: All Editions except for Database.com
USER PERMISSIONS
To view client update alerts:
•
On, updates w/alerts
OR
On, must update w/alerts on your profile
Permissions for UI Elements, Records, and Fields
To access UI elements, records or fields in Salesforce requires specific permissions. At a minimum, you must have the “Read” permission to view a tab, record, record field, related list, button, or link.
To edit a record or record field, you must have the “Edit” permission.
What you can view or edit also depends on how you customized your personal display or page layout and what edition your org is using. This table described the different access levels in more detail.
Action
To view a tab:
Access Needed
You must have the “Read” permission on the records within that tab.
If you don’t see a particular tab, verify that you customized your personal display to show the tab.
To view a record:
You must have the “Read” permission on the type of record you want to view.
EDITIONS
Available in: Salesforce
Classic
Available in: All Editions except Database.com
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Set Up and Maintain Your Salesforce Organization
Action
To view a field:
To edit a field:
To view a related list:
To view a button or link:
How Do I Discontinue Service?
Access Needed
If you can’t view a certain record, check whether your org uses a sharing model or territory management. In certain sharing models, the owner of the record has to specifically share the record to grant view access to others. Territory management can restrict access to accounts, opportunities, and cases.
You must have the “Read” permission on the type of record for the field.
If you can’t view a certain field, check field-level security and your page layout. Field-level security can restrict access to a field. Page layouts can hide fields.
You must have the “Edit” permission on the type of record for the field.
If you can’t edit a certain field, check field-level security and your page layout. Field-level security can restrict access to a field. Page layouts can set fields to not be editable.
You must have the “Read” permission on the type of records displayed in the related list.
If you can’t view a certain field, check your page layout. Page layouts can hide fields.
Make sure that you have the necessary permission to perform the action. Buttons and links only display for users who have the appropriate user permissions to use them.
How Do I Discontinue Service?
If the service doesn’t meet your needs, you should cancel it.
Users who are up-to-date with their payments can request a complete download of the data in the system.
To submit your request directly, contact the Salesforce Customer Support Billing Department .
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Set Up and Maintain Your Salesforce Organization User Management
User Management
In Salesforce, each user is uniquely identified with a username, password, and profile. Together with other settings, the profile determines which tasks a user can perform, what data the user can see, and what the user can do with the data.
EDITIONS
Important: Salesforce recommends that you appoint a backup administrator for your org.
A backup administrator can keep your org running in case your primary administrator is unavailable.
As an administrator, you perform user management tasks, such as:
Available in: both Salesforce
Classic and Lightning
Experience
The available user management options vary according to which
Salesforce Edition you have.
•
Create and edit users
•
Reset passwords
•
Create Google Apps accounts
•
Grant permissions
•
Create and manage other types of users
•
Create custom fields
•
Set custom links
•
Run reports on users
•
Delegate user administration tasks to other users
Depending on your Salesforce edition and the additional features that your company purchased, you have specific licenses, such as
Marketing or Connect Offline. The licenses let users access features that are not included in their user licenses. You can assign one or more of these licenses to users and also set up accounts for users outside your org to access a limited set of fields and objects. You can grant access to the Customer Portal, partner portal, or Self-Service through user licenses. Using Salesforce to Salesforce, create connections to share records with other Salesforce users outside of your org.
Note: Starting with Spring ’12, the Self-Service portal isn’t available for new orgs. Existing orgs continue to have access to the
Self-Service portal.
IN THIS SECTION:
View and Manage Users
In the user list, you can view and manage all users in your org, partner portal, and Salesforce Customer Portal.
Licenses Overview
To enable specific Salesforce functionality for your users, you must choose one user license for each user. To enable additional functionality, you can assign permission set licenses and feature licenses to your users or purchase usage-based entitlements for your organization.
Passwords
Salesforce provides each user in your organization with a unique username and password that must be entered each time a user logs in. As an administrator, you can configure several settings to ensure that your users’ passwords are strong and secure.
Control Login Access
Control whether your users are prompted to grant account access to Salesforce admins, and whether users can grant access to publishers.
Log In as Another User
To assist other users, administrators can log in to Salesforce as another user. Depending on your organization settings, individual users might need to grant login access to administrators.
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