How to Set Up Salesforce Users: The Differences Between Profiles, Roles and Security Sharing

When setting up or expanding your Salesforce instance, one of the last things administrators want to deal with is fine-tuning user permissions. It’s not fun, often confusing and the benefits aren’t immediately apparent. But, as we’ve often warned, user error is the leading cause of data loss in the cloud, and one of the best ways to limit the damage from user mistakes is to place reasonable boundaries around user access. That’s where Salesforce user Profiles, Roles and Security Sharing Settings come in.

Managing user permissions in Salesforce can be a bit more complicated than setting up conventional Unix or Windows users and groups. Here’s a quick overview of the key things you need to know about managing user Profiles, Roles and Security Sharing Settings in Salesforce.

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