For Administrators

  • How to Access Inaccessible Profiles
    April 13, 2015

    How to Access Inaccessible Profiles in Salesforce

    The request was simple; remove a record type that was defaulted for all profiles. Yet for some reason, no matter what I did, there were profiles that still had the record type set as default.  And what was worse, those profiles weren't coming up in the profiles list. The two profiles?  Package License Manager and External Who These

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  • July 30, 2013

    Configuring Salesforce Profiles: Tips I Wish Someone Told Me from the Start

    In last month’s security blog, I provided a high-level description of the Four Pillars of Salesforce security, which controls what a User can see in Salesforce. The next key aspect of security to think about is Profiles, which control what a User can do within the system. Found under Setup | Manage Users | Profiles, a Profile controls how

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  • June 26, 2013

    4 Pillars of Salesforce Security: Controlling Who Can See What

    When I graduated from college, my first job focused on data security for a university in Boston. While it had next to nothing to do with the International Relations degree with which I graduated, and it was not the State Department job I had perhaps envisioned, it did have a profound impact on how I see data access. Forevermore when I look at

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