salesforce security faqs

8/12/2019 Salesforce Security FAQs

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Salesforce FAQs Collection part III

Security in SalesForce CRM

Description:BISP is committed to provide BEST learning material to the beginners and advance learners.

In the same series, we have prepared a complete end-to end Hands-on Beginners Gide !or

Sales"orce. The docment !ocses on common #estions being as$ed in interview related to

secrit% in Sales!orce. &oin or pro!essional training program and learn !rom e'perts.

History:Version Description Change Author Publish Date0.1 Initial Draft Chandra Prakash har!a 10th"an #01$0.1 %e&ie'(1 A!it har!a 1#th"an #01$

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Question 1 : A custom profile does not appear for Custom object.

Problem :

We have created a custom object "SAP Accounts" on Custom Object. We have already created a

custom user profile "USR1" which we want to use to access this custom object "SAP Accounts".

We have set the object access to "USR1". But it is showing the message that we need to give

"USR1" Read permission on Custom Object.

Step1 : ere you can see in user1" SAP Account " custom object data is read only.

Solution : Step 1.

!ogin dmin account# $hen go to Setup% Mana!e Users% Profiles# select profile name&Which

given user'# Clic( on dit)rofile. see below.

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Step " :

fter that go to down and chec( " Custom #bject Permissions" in " Custom #bject Permission

" chec( all chec( bo+ and save for Custom object " SAP Accounts". see below.

fter that you can chec( user1 profile . show below.

Question " : limitin! mana!ers in t$e same role access to certain data.

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Problem : What is the best way to limit managers in the same role to being able to only see the

records they own and those of their subordinates.

Solution :

-uppose you are setting this reuirement for -tudent&$his is a custom object' then follow following

steps /

Step 1:

-et organi0ation wide access of the -tudent to )rivate.

o to Setup% Administration setup% Security controls% S$arin! settin!s% #r!ani&ation'

(ide'defaults% dit % Corresponding to that object set it to )rivate.

Step " : Create role hierarchy and assign respective roles to managers and subordinates.

o to Setup% administer% Mana!e User% Role# $hen create role.



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Step ) :3n organi0ation wide access chec( the option " rant access using hierarchy" .

-et organi0ation wide access of the -tudent to )rivate.

o to Setup% Administration setup% Security controls% S$arin! settin!s% #r!ani&ation'

(ide'defaults% dit % chec(ed the chec( bo+ " rant access using hierarchy".

fter set private field. you can see below.



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Question ) *o( to create profile in free +ersion,

Solution :

Create account on -ales5orce# you have two ways.o to below lin(.

1. http/66www.salesforce.com

*. http/66www.7eveloper.5orce.com

5or create 5ree version in -ales5orce prefer way is go to lin( number &*' . you can see below.

Step 1 : Open web browser 8nter address on 9R! http/66www.7eveloper.5orce.com# Clic( on :oin

;ow Button. see below.

Step ) : fter Clic( on :oint Button open new page# Registration page it show in figure.

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-ote1. 5irst ;ame# !ast ;ame 5ield

= 7on>t give any -pace and -pecial character space allow.

*. nd other field ;o -pecific ?alidation.

Step :'open your email that 8nter you in 8mail 5ield.

open mail that coming from [email protected]

show in figure

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fter clic( this lin( show new web page on this page to create own password show in figure

Clic( to save lin( and view home screen salesforce.com



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;ote / fter !ogout you have to way of login

1.' http/66salesforce.com clic( to login button.

*.' http/66developer.force.com clic( to 78 !ogin Button

Question : *o( to #pen Security /o0en n SalesForce.com .

2$at is Security /o0en:

security to(en is an automatically generated (ey by -ales5orce that you must add to the end of

your password in order to log into -ales5orce from an untreated networ(.

Step 1:

Clic( to you profile nameopen dropdown menu then select My Settin!

o to My Settin!% personal% Reset My Security /o0en



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Clic( on Reset My Security /o0enlin( and you can see new web open new web page.

Step " :

fter $hat you can see Reset Security /o0enbutton Clic( on this button.

Step ) :

fter Clic( Reset Security /o0enbutton# the to(en has been send on your mail id chec( your mailid and how to use security to(en instruction all so write here. you can see below.

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Question 3 : *o( to permit 4isualForce Pa!e Access in User Account.Problem:when 3 login my user account ?isual5orce page &;ew8+ample' not view give me error .

see below.

Solution :

Step 1:!ogin your admin account then go to

Setup% Mana!e Users% User. -elect user )rofile which want to show ?isual5orce page. -ee

below.



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Step " :

$hen o to down find " nable 4isualForcePa!e Access" then Clic( on ditbutton.

Step ) : $hen select vailable ?isual5orce page and add. Eou can see below.

Step :fter that go to user page and you can view ?isual5orce page. see below.

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Question 5 : *o( to set lo!in $ours for user.

Problem : We have one user 3 want to set user login hours. user login time only 1Dam 3-$ to < pm

3-$.

-ee below user login /,< F 3-$ .

Solution :

Step 1 :

o to your dmin account $hen go to Setup% Mana!e User% User# -elect user &which user want

to set login hours' see below.

Step " :o to down and see !ogin ours# clic( on 8dit Button. see below

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-tep , / ere you can set login hours day wise.

fter set login hours then you can try to login. it show you 8rror message. you can only login 1D F

3-$ = < )F 3-$.

Question 6: *o( to set 7o!in P Ran!es for user.



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Problem:We have some user 3 want set !ogin 3) Ranges.

8+/ 3 am set this 3) 1*.1


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Problem :when 3 login my user account pe+ Class not is there view. -ee below.

5or see pe+ Class in 9ser ccountSetup% e+elop% Ape9 Class.

Solution :

Step 1:

o to your dmin account $hen go to Setup% Mana!e User% User# -elect user &which )rofile

want to set enable pe+ Classes' see below.

Step " : o to down and see " nable Ape9 Classes"# clic( on ditbutton.

Step ) : -elect vailable pe+ Class and clic( on dd button# save it. -ee below.

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fter that go to user profile and chec( this page# now this ape+ page available on user profile.

Question ; : *o( to set Field le+el Security .



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)roblem / 9ser1 &Asst. Mana!er1'login see all account 5ields.

9ser * &Asst. Mana!er"' login see not see account ll fields.

User 1


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Step ) :8nter here profile ;ame. then clic( on Sa+ebutton.

Step :fter that go to Setup% Users% select user &User" Asst. Mana!er"'# Clic( on dit

button.

see below.

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Step 3 :ere you can select )rofile "AsstFild"# then save it.

Step 5 : $hen again go Setup% Users% select user &User" Asst. Mana!er"'#and clic( on "

AssFild "

Step 6 :fter clic(# o to down you can see " Field'7e+el Security" here you can clic( on

ccount " view ". then clic( on 8dit button.

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Step 8 :9nchec(ed visible field>s&which want to you'. then clic( on Sa+ebutton.

Step ; : fter that login 9ser*&sst. Fanager*' account# here you can see some 5ield>s messing.you can see below.

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Question 1>: #bject le+el Security.

Problem :3 want to hide $ab 9ser* &sst. Fanager' but 9ser1 can see this $ab.

-olution /

Step 1: o to Setup% Users% select user &User" Asst. Mana!er"'# and clic( on "AssFild " then

clic( on ditbutton.

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Step " : fter 8dit o to down and find $ab setting# here find ccount $ab and set? /ab *idden?.

and save it.

fter that you can see both user.

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