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  • Customer 360 for Salesforce Winter 2020
  • 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. 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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