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  • Customer 360 for Salesforce Spring 2021
  • All Products

Table of Contents

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  1. Preface
  2. Installing Cloud MDM - Customer 360 for Salesforce
  3. Upgrading Cloud MDM - Customer 360 for Salesforce
  4. Assigning Permissions
  5. Configuring Page Layout
  6. Appendix A: Glossary

Setup Guide

Setup Guide

Back Next

Assigning Permissions to User Profiles

Assigning Permissions to User Profiles

Use profiles to assign minimum permissions to a group of users.
  1. Based on the Salesforce environment that you use, perform one of the following tasks:
    • In Salesforce Classic, perform the following tasks:
      1. In the upper-right corner of the page, select your name, and click
        Setup
        .
      2. Under
        Administration Setup
        , click
        Manage Users
        Profiles
        .
    • In Lightning Experience, perform the following tasks:
      1. Click the quick access menu ( The image shows the quick access menu. ), and then click
        Setup
        .
        The
        Setup Home
         page appears.
      2. Under
        ADMINISTRATION
        , click
        Users
        Profiles
        .
    The
    User Profiles
     page appears.
  2. Click a user profile to which you want to assign permissions.
    The profile details appear.
  3. To edit the profile, click
    Edit
    .
  4. Edit the permissions in the following sections:
    • Custom Object Layouts
    • Custom Field-Level Security
    • Custom App Settings
    • Custom Tab Settings
    • Enabled Apex Class Access
    • Enabled Visualforce Page Access
  5. Click
    Save
    .
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