salesforce_security_impl_guide

Securing and Sharing Data
Editing Multiple Profiles with Profile List Views
Editing Multiple Profiles with Profile List Views
If enhanced profile list views are enabled for your organization, you can change permissions in up
to 200 profiles directly from the list view, without accessing individual profile pages. Editable cells
display a pencil icon ( ) when you hover over the cell, while non-editable cells display a lock icon
( ). In some cases, such as in standard profiles, the pencil icon appears but the setting is not actually
editable.
Warning: Use care when editing profiles with this method. Because profiles affect a user's
fundamental access, making mass changes may have a widespread effect on users in your
organization.
To change permissions in one or more profiles:
1. Select or create a list view that includes the profiles and permissions you want to edit.
2. To edit multiple profiles, select the checkbox next to each profile you want to edit. If you select
profiles on multiple pages, Salesforce remembers which profiles are selected.
3. Double-click the permission you want to edit. For multiple profiles, double-click the permission
in any of the selected profiles.
4. In the dialog box that appears, enable or disable the permission. In some cases, changing a
permission may also change other permissions. For example, if “Customize Application” and
“View Setup and Configuration” are disabled and you enable “Customize Application,” then
“View Setup and Configuration” is also enabled. In this case, the dialog box lists the affected
permissions.
EDITIONS
5. To change multiple profiles, select All n selected records (where n is the number of profiles you selected).
6. Click Save.
Note:
Available in:
• Enterprise
• Performance
• Unlimited
• Developer
• Database.com
USER PERMISSIONS
To edit multiple profiles from
the list view:
• “Manage Profiles and
Permission Sets”
AND
“Customize Application”
• For standard profiles, inline editing is available only for the “Single Sign-On” and “Affected By Divisions” permissions.
• If you edit multiple profiles, only those profiles that support the permission you are changing will change. For example, if you
use inline editing to add “Modify All Data” to multiple profiles, but because of its user license the profile doesn't have “Modify
All Data,” the profile won't change.
If any errors occur, an error message appears, listing each profile in error and a description of the error. Click the profile name to open
the profile detail page. The profiles you've clicked appear in the error window in gray, strike-through text.
Note: To view the error console, you must have pop-up blockers disabled for the Salesforce domain.
Any changes you make are recorded in the setup audit trail.
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