Field Level Security - Chirag-ahir/SFC-Preparation GitHub Wiki
Field level security is a third part of data level security model in salesforce which controls whether a user can see and edit the value for a particular field on an object's record.
- We can control field level security in Profile and Permission sets.
- You can define field-level security either of these ways.
- For multiple fields on a single permission set or profile.(By going to particular profile or permission set)
- For a single field on all profiles (By going to particular field)
Method 1: By going to particular field
STEP1: Go to particular object field for which you want to set field level security
STEP2: Click for Set Field-Level Security
STEP3: Here you can set Visible and Read-Only permission according to different profiles
Method 2: By going to particular profile or permission set
Method 2.1 (By using Profile)
STEP1: Go to particular profile on which you want to restrict field access
STEP2: Scroll down to the field accessibility section
STEP3: Select any standard or custom object for which you want to modify field level access and click on View
STEP4: Here you can modify Read access and Edit access for all the fields on that object for selected profile
Method 2.2 - (By using Permission set)
STEP1: Select any particular permission set on which you want to modify field level security and go to object settings
STEP2: Select the object on which you want to modify field level security
STEP3: Here you can modify Field Permissions by specifying Read Access and Edit Access for different fields on that object
Consideration and Best practice for sharing rules
- You can not edit field level access for any standard fields
- Field accessibility is a one place where you can modify all the field at once for all different profile.
QA:
What is the difference between Visible and Read Only?
"Visible" means Read and Update permission; and "Read Only" removes the Edit facet. If you enable only visible check box, then user can read & edit that field.