What is Profiles, Permission Sets & Roles in Salesforce

Profile:- A profile is a collection of permission and setting, it’s can be defined what user can do.

It’s can handle many type of permission such as Standard and Custom Object Permission, tab setting, app setting, pagelayout, record type, apex class access, login hour, etc..

There are two type of Profile: -

Standard profile
Custom profile

Standard Profile:- We can’t delete the standard profile because It’s is provided by salesforce.
System Administration, custom: sales profile, custom: marketing profile, custom: support profile, standard profile, etc...

Custom Profile:- We can create and delete custom profile, If there are not user assigned in a custom profile we can delete It.

There are four way to declare about this:-

User a Profile a Record Type a Page Layout

User:- user always associated with profile, A one user associated with only one profile. It is a mandatory for all of users.

Profile:- Profile associated with Record type. There are a multiple users can have in one single profile. Profile can be standard and can be custom.

Record Type:- Record Type associated with profile, It’s handles of page layout.

Page Layout:- There are many pageLayout can have in a single object. It’s depended on a business logic. We can re-arrange the object field, create a section, Visible and disappear object field, we can make read-only or required from page layout, Drag and drop the related list, Attachment, etc... It’s handled so many things.

What is Permission Sets?-

Permission works similar as profiles, it’s can also give permission like, object, tab setting, app setting, page layout, record type, etc..

But main difference is that A user can have only one profile but at a same time its can have given some extra and multiple permission by grant additional access.

For example:-

There are many employee working in a team. Each and every member has assign same profile. But my manage want to give some of user extra permission may be some extra app access, field or object, In this case they can create a permission set and assign some particular user.

Difference between Role and Profile

Role:- Role is Record level access and it is not mandatory for all users.
Profile:- Profile is object level and field level access and it is mandatory for all users.

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