salesforce_security_impl_guide

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Securing and Sharing Data Assigning Record Types to Profiles in the Original Profile User Interface Setting Description types, every record type must have a page layout assignment, even if the record type isn't specified as an assigned record type in the profile. Assigned Record Types Default Record Type Record types that are checked in this column are available when users with this profile create records for the object. If --Master-- is selected, you can't select any custom record types; and if any custom record types are selected, you can't select --Master-- . The default record type to use when users with this profile create records for the object. The Record Types and Page Layout Assignments settings have some variations for the following objects or tabs. Object or Tab Accounts Cases Home Variation If your organization uses person accounts, the accounts object additionally includes Business Account Default Record Type and Person Account Default Record Type settings, which specify the default record type to use when the profile's users create business or person account records from converted leads. The cases object additionally includes Case Close settings, which show the page layout assignments to use for each record type on closed cases. That is, the same record type may have different page layouts for open and closed cases. With this additional setting, when users close a case, the case may have a different page layout that exposes how it was closed. You can't specify custom record types for the home tab. You can only select a page layout assignment for the --Master-- record type. 6. Click Save. Assigning Record Types to Profiles in the Original Profile User Interface After creating record types and including picklist values in them, add record types to user profiles and assign a default record type for each profile. When you add a record type to a profile, users with that profile can assign that record type to records they create or edit. Note: Any user can view records having any record type, even if the record type is not associated with their profile. A profile can be associated with several record types. For example, a user who creates opportunities for both hardware and software sales can have both “Hardware” and “Software” record types available when creating opportunities if both record types have been added to the user’s profile. 1. From Setup, click Manage Users > Profiles. 2. Select a profile. The record types available for that profile are listed in the Record Type Settings section. 3. Click Edit next to the appropriate type of record. EDITIONS Available in: • Enterprise • Performance • Unlimited • Developer USER PERMISSIONS To assign record types to profiles: • “Customize Application” 22
Securing and Sharing Data Assigning Page Layouts in the Original Profile User Interface 4. Select a record type from the Available Record Types list and add it to the Selected Record Types list to make it available to users with that profile. Master is a system-generated record type that's used when a record has no custom record type associated with it. When Master is assigned, users can't set a record type to a record, such as during record creation. All other record types are custom record types. 5. From the Default drop-down list, choose a default record type. If your organization uses person accounts, this setting also controls which account fields display in the Quick Create area of the accounts home page. 6. If your organization uses person accounts, set additional options for the default record types for both person accounts and business accounts. These settings are used when defaults are needed for both kinds of accounts, such as when converting leads. • From the Business Account Default Record Type drop-down list, choose a default record type for business accounts. • From the Person Account Default Record Type , choose a default record type for person accounts. 7. Click Save. Options in the Record Type Settings section are blank wherever no record types exist. For example, if you have two record types for opportunities but no record types for accounts, the Edit link only displays for opportunities. In this example, the picklist values and default value for the master are available in all accounts. Note: If your organization uses person accounts, you can view the record type defaults for business accounts and person accounts in the Account Record Type Settings section of the profile detail page. Also, clicking Edit in that section is an alternative way of opening the page where you set record type defaults for accounts. Assigning Page Layouts in the Original Profile User Interface 1. From Setup, click Manage Users > Profiles. 2. Select a profile. 3. Click View Assignment next to any tab name in the Page Layouts section. 4. Click Edit Assignment. 5. Use the table to specify the page layout for each profile. The table displays the page layout assignments for each profile. If your organization uses record types, a matrix displays a page layout selector for each profile and record type. Selected page layout assignments are highlighted. Page layout assignments you change are italicized until you save your changes. 6. If necessary, select another page layout from the Page Layout To Use drop-down list and repeat the previous step for the new page layout. 7. Click Save. EDITIONS Available in: • Enterprise • Performance • Unlimited • Developer USER PERMISSIONS To assign page layouts in profiles: • “Manage Profiles and Permission Sets” 23
Page 1 and 2: Security Implementation Guide Versi
Page 3 and 4: CONTENTS Chapter 1: Security Overvi
Page 5 and 6: Contents Editing Lead Sharing Rules
Page 7 and 8: CHAPTER 1 Security Overview Salesfo
Page 9 and 10: Security Overview User Security Ove
Page 11 and 12: Security Overview Custom Permission
Page 13 and 14: Security Overview CAPTCHA Security
Page 15 and 16: Security Overview Auditing • Role
Page 17 and 18: Securing and Sharing Data Revoking
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Page 21 and 22: Securing and Sharing Data Cloning P
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Securing and Sharing Data Creating
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Securing and Sharing Data Viewing A
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Securing and Sharing Data Granting
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Configuring Salesforce Security Fea
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CHAPTER 4 Enabling Single Sign-On S
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Enabling Single Sign-On • Before
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Monitoring Your Organization's Secu
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Security Tips for Apex and Visualfo
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INDEX A Access about 10 revoking 11
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Index Profiles (continued) object p
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