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Yogesh Nakhate Data security fields challenge
Please help me in getting this - I tried, but not working -
https://developer.salesforce.com/trailhead/data_security/data_security_fields
https://developer.salesforce.com/trailhead/data_security/data_security_fields
Setup->Manage Users->Profiles->New Profile->Basic Account User(select any pre-existing profile with user license type"salesforce")
Once you click on Save-> Object Setting-> Account-> Object Permissions-> select Read and Edit
In the Field Permissions deselect Read and Edit Permissions of Rating Field....
Assign this profile to a user and check
Next Step to create permission set
Setup->Manage Users->Permission Sets->New->Account Rating(select user license type"salesforce")
Once you click on Save-> Object Setting-> Account-> Object Permissions-> In the Field Permissions select Read and Edit Permissions of Rating Field....
Assign this permission set to the same user and see the difference....
Hope this will help you
Thank you!
Once you have made your profile, scroll down to Field-Level Security
Click Account (View) unselect view/edit for Rating.
In your previous exercise you would have created a profile Account ‘Account Reviewer’ using salesforce licence; you were given only two licences for Trialhead. One you are using and the other one for testing. You would have created a test user as guestadmin, assign the Account Reviewer for guestadmin and login to test that you are able to view Account details, only account details (Administer à Manager Userà Profilesà select profile ‘Account Reviewer’, view in ‘Tab Settings’ à Standard Tab Settings, update as Tab Hidden for all other objects except for Home and Accounts).
Start the following steps now for ‘Basic Account User’
Tip: Uncheck Enable Enhanced Profile User Interface (Build à Customizeà User Interface) à
Step1. Clone Account Reviewer Profile as ‘Basic Account User’, or Create Profile Basic Account User
Setup->Manage Users->Profiles->New Profile->Basic Account User(select any pre-existing profile with user license type salesforce licence;
Once you click on Save-> Object Setting-> Account-> Object Permissions-> select Read and Edit
In the Field Permissions deselect Read and Edit Permissions of Rating Field....
Step 2. Assign ‘Basic Account User’ guestadmin user and verify, you will not be able to view Rating Field.
Step 3. Create permission set go to Setup->Manage Users->Permission Sets->New->Account Rating (select user license type salesforce licence)
Step 4. Once you click on Save-> Object Setting-> Account-> Object Permissions-> In the Field Permissions, Select Read and Edit Permissions of Rating Field....
Step 5. Assign this permission set to the user and guestadmin see the difference....
Now login as guestadmin and you can see the difference, you can view the Field
Please test and reply if this is working for you.
Step2 In Basic Account User page-> Field-Level Security->Account[ View ]->Uncheck Rating Visible->save
Step3 Setup->Customize->Accounts->Fields->Rating->Set Field-Level Security->Uncheck Basic Account User Visible->save
Step4 Setup->Manage Users->Permission Sets->New->Named : Account Rating->save
Step5 Click Account Rating-> Apps Object Settings->Accounts->Check both permissions of Rating
It is worked for me.
Solution:
1- Create a profile name "Basic Account User" and give Read and Edit Permissions on Account object in "Standard Object Permission" section. Go to Field Level Security and click View new to Account, click Edit then uncheck Edit Access for Rating field.
Note - Step 1 effort is to setup a profile to read/write Account object except the Rating field.
2- Create a permission set "Account Rating", select Account then check edit access for Rating field.
Note - Step 2 effort is to create a permission set that allows to read/write Rating field.
I resolved the challenge using the your responses, but I don't understand why we need to assign both permission set and Profile to both users.
I think following should be done.
user 1 - should not have access to Rating field -> assign only Basic Account User Profile.
user 2- should have access to Account and Rating field -> assign Basic Account User Profile and Account Rating permission set .
Regards
Swapnil