Profiles and Permission Sets in Salesforce

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Profile:

A profile is a collection/group of settings and permissions that define what a user can do in Salesforce. A profile controls Object permissions, Field permissions, User permissions, Tab settings, Apex class access, Page Layouts, App settings, Visualforce page access, Record types, Login hours, and login IP ranges. 

 A profile can be assigned to many users, but a user can be assigned a single profile at a time.

Types of profiles:

  1. Standard Profiles: By default, salesforce provides below standard profiles. We cannot delete standard ones like Read Only, Standard User, Marketing User, System Administrator etc. Each of these standard ones includes a default set of permission for all of the standard object available on the platform.
  2. Custom Profiles: Custom ones defined by us. They can be deleted if there are no users assigned to that particular one.

How to create Profiles in Salesforce:

1. Go to Setup. 
2. Search for profiles in Quick Find/Search box and then clicks on Profiles.


3. Clicks on New Profile button.


4. Enter a Profile Name and set the permissions of access.
5. Click on Save button.

Permission Sets:

The permission sets are also very similar to profile. Whatever you can manage at profiles (Like Object permissions, Filed Permission, User Permissions etc.) the same you can manage here also. 

Note: Main difference between these two is that user can have only one profile and can have multiple permission sets at a time.

How to create Permission Sets:

1. Go to Setup. 
2. Search for permission in Quick Find/Search box and then clicks on Permission Sets.


3. Then clicks on the New button.
4. Enter a Label Name and API Name.
5. Select a License from a drop-down box. 
6. Clicks on Save button.
7. Activate Session by clicking on the Edit Properties button.
8. Set permissions according to your need (like System Permissions, App Permissions etc).


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