salesforce_security_impl_guide

Securing and Sharing Data
Field-Level Security Overview
Field-Level Security Overview
Note:
Who Sees What: Field-level Security
Watch how you can restrict access to specific fields on a profile by profile basis.
Field-level security settings let administrators restrict users’ access to view and edit specific fields
in:
• Detail and edit pages
• Related lists
• List views
• Reports
• Connect Offline
• Email and mail merge templates
• Custom links
• The partner portal
• The Salesforce Customer Portal
• Synchronized data
• Imported data
EDITIONS
Available in:
• Enterprise
• Performance
• Unlimited
• Developer
• Database.com
The fields that users see on detail and edit pages are a combination of page layouts and field-level security settings. The most restrictive
field access settings of the two always apply. For example, if a field is required in the page layout and read-only in the field-level security
settings, the field-level security overrides the page layout and the field will be read-only for the user.
Important: Field-level security doesn’t prevent searching on the values in a field. When search terms match on field values
protected by field-level security, the associated records are returned in the search results without the protected fields and their
values.
You can define field-level security in any of the following ways:
• For multiple fields on a single permission set or profile
• For a single field on all profiles
After setting field-level security for users, you can:
• Create page layouts to organize the fields on detail and edit pages.
Tip: Use field-level security as the means to restrict users’ access to fields; then use page layouts primarily to organize detail
and edit pages within tabs. This reduces the number of page layouts for you to maintain.
• Verify users’ access to fields by checking the field accessibility.
• Customize search layouts to set the fields that display in search results, in lookup dialog search results, and in the key lists on tab
home pages.
Note: Roll-up summary and formula fields are always read-only on detail pages and not available on edit pages. They may also
be visible to users even though they reference fields that your users cannot see. Universally required fields always display on edit
pages regardless of field-level security.The relationship group wizard allows you to create and edit relationship groups regardless
of field-level security.
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