Set Up and Maintain Your Salesforce Organization What Determines Field Access?
profile or permission sets to the user. Another option is to create a base profile with the least number of permissions and settings that represents the largest number of users possible. Then create permission sets that layer more access.
SEE ALSO:
User Permissions and Access
Assign Permission Sets to a Single User
What Determines Field Access?
Several factors control whether users can view and edit specific fields in Salesforce. You can control users’ access to fields at the record type, user, or field level.
•
Page layouts—Set whether fields are visible, required, editable, or read only for a particular record type.
•
Field-level security—Further restrict users’ access to fields by setting whether those fields are visible, editable, or read only. These settings override field properties set in the page layout if the field-level security setting is more restrictive.
•
Permissions—Some user permissions override both page layouts and field-level security settings. For example, users with the “Edit Read Only Fields” permission can always edit read-only fields regardless of any other settings.
•
Universally required fields—Override field-level security or any less-restrictive settings on page layouts by making a custom field universally required.
After setting these items, confirm users’ access to specific fields using the
field accessibility grid
.
EDITIONS
Available in: both Salesforce
Classic and Lightning
Experience
Available in: Professional,
Enterprise, Performance,
Unlimited, Developer, and
Database.com Editions
Page layouts are not available in Database.com
SEE ALSO:
Modifying Field Access Settings
Verify Access for a Particular Field
See whether access to a field is restricted and at what level—record type, user profile, or field.
1. Navigate to the fields area of the appropriate object:
•
For Knowledge validation status picklists, from Setup, enter
Validation Statuses
in the
Quick Find
box, then select Validation Statuses.
2. Select a field and click View Field Accessibility.
3. Confirm that the field access is correct for different profiles and record types.
4. Hover over any field access setting to see whether the field is required, editable, hidden, or read only based on the page layout or field-level security.
5. Click any field access setting to change it.
To verify field accessibility by a specific profile, record type, or field, from Setup, enter
Field
Accessibility
in the
Quick Find
box, then select Field Accessibility. From this page, choose a particular tab to view and then select whether you want to check access by profiles, record types, or fields.
EDITIONS
Available in: both Salesforce
Classic and Lightning
Experience
Available in: Professional,
Enterprise, Performance,
Unlimited, Developer, and
Database.com Editions
USER PERMISSIONS
To view field accessibility:
•
View Setup and
Configuration
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