How to create profile in Salesforce

In this Salesforce tutorial, I will explain how to create a profile in salesforce lightning and salesforce classic step by step.

In order to handle a wide range of company operations through the platform, Salesforce needs a structured strategy. And assigning profiles in Salesforce is a key component of managing Salesforce operations successfully.

In Salesforce, a profile defines how users can access objects and data to carry out particular business operations. It assists users in executing and refraining from performing particular sets of actions on the Salesforce platform.

The topics that we will cover in this Salesforce tutorial are as follows.

• What is Profile in Salesforce
• What Salesforce Profile can do?
• Categories of Profile in Salesforce
• How to create Profiles in Salesforce Lightning
• How to create Profiles in Salesforce Classic

What is Profile in Salesforce

A Salesforce Profile is a collection of settings and permissions granted to particular Salesforce users that specify the scope of their activity on the platform salesforce.com.

In Salesforce, a profile controls how users can access objects and data to carry out particular business operations. Each profile has a unique license that grants access to a set of features and functionalities.

And every time a user is created, a Salesforce profile is assigned to them to describe the scope of their Salesforce activity.

Read: How to create and edit Profile List View Salesforce [Lightning & Classic]

What Salesforce Profile can do?

The settings that can be modified using profiles are listed below:

• Profile Detail: It contains the name, license, type, description, etc of the profile.
• Page Layout: It contains the limits that a Salesforce user may access. It includes both Standard and Custom Object Layouts.
• Field Level Security: It contains the settings that users are only allowed to create, read, modify, and remove fields that meet certain criteria. It includes both Standard and Custom Field Level Layouts.
• Tabs: It contains the settings that limit the number of tabs that Salesforce users can access and view.
• Record Types: It contains the settings that limit the record types that particular Salesforce users may access.
• Login: It contains the settings that, Salesforce users are only permitted to log in during certain times and only when certain conditions are met.
• App: We can set the user view for regular applications and custom apps using the profile feature.
• Permissions: We can also set the permissions using the profile.

Categories of Profile in Salesforce

We have two different kinds of profiles in salesforce:

Standard Profile: Standard profile is one that Salesforce originally provided. Users must follow the default Salesforce permission sets that have been allocated to them and cannot delete these profiles.

Custom Profile: Users can develop a custom profile depending on their unique needs.

How to create Profile in Salesforce Lightning

Here I’ll explain how to create a custom profile in the salesforce lightning edition.

Suppose, we want to create a profile having a user license type customer community login.

Step 1: Type Profiles in the Quick Find box, and select Profiles.

Step 2: Find the profile that has a user license as a Customer Community login.

Step 3: Click on Clone.

Step 4: Now, enter the Profile Name. Here, I set it to Customer Services. Then, click on Save.

Step 5: Still we are on the Customer Services profile page now to modify the settings of the profile. Click on Edit.

Step 6: Scroll down and make the changes in the profile settings as per your need.

Step 7: Click Save.

With this, we created a new profile and learned to edit the settings of the profiles in salesforce lightning.

How to create Profiles in Salesforce Classic

Here I’ll explain how to create a custom profile in the salesforce classic edition.

While creating the profiles in salesforce lightning I used the cloning method. In this method, we simply clone the file which matches the requirement on the newly created profile.

But now, I will explain the process of creating the profiles in salesforce classic using the New Profiles method. Suppose, we want to create a profile having a user license type Salesforce.

Step 1: On the top right corner of the screen select your avatar by clicking it. Then, select Switch to Salesforce Classic by clicking.

Step 2: On the right of the salesforce page, click on Setup.

Step 3: Move the cursor to Administer on the left of your salesforce page. Click on the Manage Users dropdown (⬇) and select Profiles.

Step 4: Click on New Profile.

Step 5: Select the Existing Profile whose copy you want to create. Here, I select the Contract Manager.

Step 6: Enter the Profile Name and Save. Here, I name it Sales Manager.

Step 7: Still we are on the Sales Manager profile page now to modify the settings of the profile. Click on Edit.

Step 8: Scroll down and make the changes in the profile settings as per your need.

Step 9: Click Save.

With this, we created a new profile and learned to edit the settings of the profiles in salesforce classic.

Also, check : How to Create Public Groups in Salesforce

Conclusion:

In this tutorial, we have learned about salesforce profiles and their types. We have also discussed the components of the salesforce profile. In addition, we have covered how to create a profile in salesforce lightning as well as classic.

• What is Profile in Salesforce
• What Salesforce Profile can do?
• Categories of Profile in Salesforce
• How to create Profiles in Salesforce Lightning
• How to create Profiles in Salesforce Classic

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• How to Enable Enhance Profile View in Salesforce
• How to add Photo to Salesforce Profile