User profile permission explanation

Profile controls

  • There are two types of system permissions in a profile, Administrative and General.
  • You can create a Custom Profile or a Permission Set if you have either Enterprise or Performance Edition to give access.
  • In Contract Manager, Group, and Professional Editions you have 6 Standard Profiles that cannot be customized by default, but permissions can be added. 

Administrative Permissions

General User Permissions

  • Activate Contracts – Allows the user to change contract’s status to Activated.
  • Approve Contracts – Allows the user to apply an approved status to a contract.
  • Assign Topics – Allows the user to assign existing topics to feed items and remove topics from feed items.
  • Connect Organization to Environment Hub – Allows the user to connect this Organization to an Environment Hub.
  • Convert Leads – Allows the user to convert Leads need “Create” and “Edit” on Leads, Contacts, and Opportunities with “Read” permission on any related Campaigns., Accounts
  • Create AppExchange Packages – Allows the user to create packages that can be distributed through AppExchange.
  • Create and Customize Reports – Allows the user to create, edit, and delete reports.
  • Create Report Folders – Allows the user to create, edit, and delete report folders and manage these folders if sharing rights allow.
  • Create and Share Links to Chatter Files – Allows the user to Share a Chatter file with anyone by creating a file link and sending it via email or IM.
  • Create Libraries – Allows the user to create Salesforce CRM Content libraries.
  • Create Topics – Allows the user to add new topics to a record.
  • Delete Activated Contracts – Allows the user to delete an activated contract.
  • Delete Topics – Allows the user to add or delete topics on a record.
  • Deliver Uploaded Files and Personal Content – Allows the user  to create content deliveries from a shared library in Salesforce CRM content.
  • Download AppExchange Packages – Allows the user to install  managed AppExchange apps in the Organization.             
  • Drag-and-Drop Dashboard Builder – Allows the user to create, edit, and delete dashboards through the drag-and-drop dashboard.
  • Edit Case Comments – Allows the user to edit their own case, but not other user’s comments.comments
  • Edit My Dashboards – Allows the user to edit, move, save, and delete user’s own dashboards in shared folders.
  • Edit Events – Allows the user to create,edit, and delete events.
  • Edit Opportunity Product Sales Price – Allows the user to change the sales price on Opportunity line items.
  • Edit Tasks – Allows the user to  create, edit, and delete tasks.
  • Edit Topics – Allows the user to edit topic names and descriptions.
  • Email-Based Identity Verification Option – Allows a user to only receive Email Based Identity confirmation instead of SMS.
  • Export Reports – Allows the user to Use Export Details and Printable View to export reports.
  • Import Leads – Allows the user to import leads through the Import Wizard.
  • Import Solutions – Allows the user to import solutions using the Import Wizard.
  • Insert System Field Values for Chatter Feeds – Allows the user to set the CreatedById or CreatedDate for chatter post or comment from API when creating the record.
  • Knowledge One – Allows the user to view the knowledge tab instead of the articles tab.
  • Manage Cases – Allows the user to administer case settings, including Email-to-Case and mass transfer of cases.
  • Manage Flow – Allows the user to use flows
  • Manage IP Addresses – Allows the user to create, edit, and delete trusted IP ranges. 
  • Manage Connected Apps – Allows the user to manage, create, and delete OAuth applications.
  • Manage Content Permission – Allows the user to configure library content in Salesforce CRM content.
  • Manage Content Properties – Allows the user to create, edit, and delete custom fields in Salesforce CRM content.
  • Manage record types and layouts for Files – Allows users to administrate content in non-Chatter enabled orgs (in Chatter-enabled orgs, this permission doesn’t do anything; access is controlled via the “Customize Application” permission)
  • Manage Leads – Allows the user to change the status of multiple Leads in a list view.
  • Manage Published Solutions – Allows the user to create, edit, and delete solutions that accessible to the public on your Self-Service portal or Web site.
  • Manage Territories – Allows the user to make changes in the territories settings in the Setup menu.
  • Mass Edits from Lists – Allows the user to mass edit records from the list view.
  • Mass Email – Allows the user to mass email Contacts and Leads.
  • Manage Two-Factor Authentication – Allows the user to manage the time based token secret for Two-Factor Authentication
  • Lightning Login -Allows a user to use the Lightning Login feature.
  • Remain in Salesforce Classic – Allows the users who wants to remain on Classic Interface
  • Report Builder – Allows the user to create, edit, and delete reports using the Report Builder interface.
  • Run Reports – Allows the user to view the reports tab, run reports, view dashboards based on reports.
  • Send Email – Allows the user to send email to a single Contact or Lead.
  • Tag Manager – Allows the user to rename or delete Public Tags.
  • Transfer Cases – Allows the user to change the case owner field on the case Object.
  • Transfer Leads – Allows the user to change the Lead owner field on the Lead Object.
  • Two-Factor Authentication for API Logins – Allows the user to create a time-based token using a mobile phone to scan a QR code generated instead of theemailed security token in the API login attempt.
  • Two-Factor Authentication for User Interface Logins – Allows the user to create a time-based token using the mobile phone to scan a QR code generated during login.
  • Upload AppExchange Packages – Allows the user to upload packages to AppExchange. Create and upload Change Sets.
  • View Encrypted Data – Allows the user to view the value of encrypted fields in plain text.
  • View My Team’s Dashboards – Allows the user to view dashboards owned by people under them in the Role Hierarchy.
  • View Reports in Public Folders – Allows the user to view and access reports in public folders, which does not include others’ personal folders. 
  • Edit My Reports – Allows user to edit, move, save, and delete user’s own reports created in shared folders.

For user permission, read our Available Feature Licenses documentation.

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