Improve data security with Salesforce Profiles - PowerPoint PPT Presentation

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Improve data security with Salesforce Profiles

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Optimize Access Control by Understanding the Importance of Salesforce Profiles. Explore how Salesforce Profiles regulate user access to features and functionality, safeguarding sensitive data and preventing unauthorized usage. Learn about standard and custom profiles, and the process of profile creation in Salesforce. Empower your organization with streamlined feature and functionality management. Comment & Share your thoughts! www.asteritechnology.com – PowerPoint PPT presentation

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Title: Improve data security with Salesforce Profiles


1
Improve data security with Salesforce Profiles
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2
What are Salesforce Profiles?
Salesforce Profiles define the permissions and
access that users have to Salesforce features and
functionality.
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3
Why are Salesforce Profiles important?
  • Salesforce Profiles are important because they
    help to ensure that users only have access to the
    features and functionality that they need to do
    their jobs.
  • This helps to protect sensitive data and prevent
    unauthorized access.

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4
Types of Salesforce Profiles
There are two main types of Salesforce Profiles
  • Standard Profiles These are predefined profiles
    that come with Salesforce.
  • Custom Profiles These are profiles that you
    create to meet the specific needs of your
    organization.

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5
How to create a Salesforce Profile
To create a Salesforce Profile, you will need to
go to the Setup menu and select Profiles. You
will then need to enter a name for the profile
and select the permissions that you want to give
users.
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6
Conclusion
Salesforce Profiles are an effective solution
that can help you manage user access to
Salesforce features and functionality. By
understanding how to create and manage Salesforce
Profiles, you can help protect your data and
ensure that users only have access to the
information that they need.
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7
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8
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