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Determine Object Access

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Previous: Restrict Logins

Object-level security-or object permissions-provide the bluntest way to control data. Using object permissions you can prevent a user from seeing, creating, editing, or deleting any instance of a particular type of object, such as a Company or Opportunity. Object permissions let you hide whole tabs and objects from particular users, so that they don't even know that type of data exists.

You specify object permissions in permission sets and profiles. Permission sets and profiles are collections of settings and permissions that determine what a user can do in the application, similar to a group in a Windows network, where all of the members of the group have the same folder permissions and access to the same software.

Profiles are typically defined by a user's job function (for example, system administrator or sales representative). A profile can be assigned to many users, but a user can be assigned to only one profile. You can use permission sets to grant additional permissions and access settings to users. It's easy to manage user's permissions and access with permission sets, because you can assign multiple permission sets to a single user.

 
Next: Manage Record Access with the Role Hierarchy

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