In this Salesforce tutorial, we will understand how to enable enhanced profile view in both Salesforce lightning and Salesforce classic edition.
The enhanced profile view is a method that gives users an extensive view of users profile settings or permissions. This enhanced view permits the admin of the salesforce to quickly see and control user-profiles and involves fields, tabs, and objects which users can access.
You have come to the right place if you are glancing to learn how to enable enhanced profile view in Salesforce. We will demonstrate how to enable enhanced profile view in Salesforce Lightning and Salesforce Classic step by step in this article.
So, here we will discuss these topics in this Salesforce tutorial:
- What is enhanced profile view in Salesforce
- Type of enhanced profile view in Salesforce
- Characteristics of enhanced profile view in Salesforce
- How to enable enhanced profile view in Salesforce Lightning
- How to enable enhanced profile view in Salesforce Classic
What is enhanced profile view in Salesforce
In Salesforce enhanced profile view gives a user-friendly terminal for controlling profile settings and permissions. It also shows all the permissions and settings related to the user’s profile on a single page and manufacturing it easy to evaluate and modify the settings.
Some of the key features of an enhanced profile view:
Object and Field Permission: It can show all the objects and fields that the user can access and it can involve reading, writing, editing, creating, and deleting permissions.
Permission Set Assignment: Enhanced Profile view permits the admin to allocate permission sets to users directly from the profile view.
Enhanced User interface: The enhanced profile view gives a user-friendly interface that permits the user simply control their profile settings and permissions.
Tab Permissions: It shows all the tabs which a user can access and control tab visibilities for particular user profiles.
So, with this, we learn about what is enhanced profile view in Salesforce. Further, we will learn about type of enhanced profile view in Salesforce.
Type of enhanced profile view in Salesforce
Here we are discussing the types of the enhanced profile view. In Salesforce there are two types of the enhanced profile view:
- Standard Enhanced Profile View
- Enhanced Profile User Interface
Standard Enhanced Profile View: This type of enhanced profile view gives an enhanced version of the standard profile page in Salesforce. It shows all the settings and permissions related to the user profile on a single page that make it simple for the admin to review and change the profile settings.
Enhanced Profile User Interface: This enhanced profile user interface gives a more user-friendly interface for controlling profile settings and permissions. It permits the user for dragging and dropping the permission and setting to personalize their profile view according to their preferences.
Both types give similar features for controlling the profile settings and permissions. Although, the Enhanced Profile User interface provides more personalized options and an additional user-friendly interface which makes it easy for the users to manage their profiles.
In both types, the Standard enhanced profile view can be available in both Salesforce Lightning and Salesforce Classic where as the Enhanced profile user interface can only be available in Salesforce lightning only.
This is how we can learn the different types of enhanced profile views in Salesforce.
Characteristics of enhanced profile view in Salesforce
Salesforce provides an enhanced profile view for their users that gives a detailed review of the user profiles. Some of the characteristics of the enhanced profile view in Salesforce are:
Detailed Information: The enhanced view gives a board view or complete view of a user profile which includes their job title, contact information, and team.
Activity Timeline: The enhanced profile view involves the activity timeline which shows the user’s latest activity like emails, meetings, and calls.
Customizable Layout: The enhanced profile view can be customized by the users by simply adding, removing, and rearranging the different sections for suiting their needs.
Chatter Feed: The users can view and engage in chatter feeds related to the user’s profile and which permits real-time communication and collaboration.
Access Control: Salesforce provides access control features for the enhanced profile view, which permits administrators to control who can view and edit certain features of a user’s profile.
Sales Performance Metrics: The enhanced profile view gives sales performance metrics like open opportunities, closed deals, and a pipeline value.
Integration with other salesforce features: The enhanced profile view integrates with other salesforce features like Salesforce mobile, and salesforce CRM that gives the users a consistence experience across the different platforms.
In this way, we learn the characteristics of enhanced profile view in Salesforce. Now, let’s move ahead and see how to enable an enhanced profile view in Salesforce. We will explore both the salesforce experiences: Salesforce lightning and Salesforce Classic.
Read How to create profile in Salesforce
How to enable enhanced profile view in Salesforce Lightning
Here we enable enhanced profile view in salesforce lightning. If you want to learn how to enable enhanced profile view in salesforce lightning follow these steps:
Step-1: Login into the Salesforce lightning account, and go to the gear icon(⚙️). Under the gear icon, there are two options Setup and Service Setup. Click on the Setup option.
After clicking on the setup, enter the profiles in the Quick Find Box. The Profiles option comes at the top select this profiles option.
Step-2: After clicking on the profiles, the profiles page is open. Now select the custom Sales profile option on the profiles page.
Step-3: After clicking on the custom sales profile, the custom sales profile page is open. Now we can see the detailed view of the custom sales profile after that scroll to the bottom and we can move each and every option.
Step-4: Now enter the user management settings in the Quick Find Box. The user management settings option is come at the top, select the user management settings option.
Step-5: After selecting the user management settings option, the user management setting page is open. Now enabled the enhanced profile user interface option from which we can see the enhanced view of the profile.
Step-6: After enabling the enhanced profile user interface option again enter the profiles in the Quick Find Box. Select the profiles option.
Step-7: After selecting the profiles option, the profile page is open. Select the custom Sales Profile again.
Step-8: After clicking on the custom sales profile, the custom sales profile page is open and we can see the enhanced view of the profile in which all the headings are available or whatever we want to update or change we can select accordingly.
If we want to change the object setting click on the object settings options and all the objects are available under this object settings.
In this way, we have learned how to enable enhanced profile view in salesforce lightning. Further, we will learn how to enable enhanced profile view in Salesforce classic.
How to enable enhanced profile view in Salesforce Classic
Here we enable an enhanced profile view in salesforce Classic. If you want to learn how to enable enhanced profile view in salesforce Classic follow these steps:
Step-1: Login into the Salesforce classic account. Click on the Setup option that is present at the top of the page.
After clicking on the setup, enter the profiles in the Quick Find Box. The Profiles option comes at the top select this profiles option.
Step-2: After clicking on the profiles, the profiles page is open. Now select the custom Marketing profile option on the profiles page.
Step-3: After clicking on the custom marketing profile, the custom sales profile page is open. Now we can see the detailed view of the custom sales profile after that scroll to the bottom and we can move each and every option.
Step-4: Now enter the user management settings in the Quick Find Box. The user management settings option is come at the top, select the user management settings option.
Step-5: After selecting the user management settings option, the user management setting page is open. Now enabled the enhanced profile user interface option from which we can see the enhanced view of the profile.
Step-6: After enabling the enhanced profile user interface option again enter the profiles in the Quick Find Box. Select the profiles option.
Step-7: After selecting the profiles option, the profile page is open. Select the custom Marketing Profile again.
Step-8: After clicking on the custom sales profile, the custom marketing profile page is open and we can see the enhanced view of the profile in which all the headings are available or whatever we want to update or change we can select accordingly.
If we want to change the object setting click on the object settings options and all the objects are available under this object settings.
So, with this, we have learned about how to enable the enhanced profile view in Salesforce classic.
You may also like to read the following Salesforce tutorials.
- How to create and edit Profile List View Salesforce [Lightning & Classic]
- How to Create Public Groups in Salesforce
- How to Enable Knowledge Users in Salesforce
- How to Create Document in Salesforce
- How to add Photo to Salesforce Profile
Conclusion
In this tutorial, we have learned about What is an enhanced profile view in salesforce. We have also discussed the type of enhanced profile view in Salesforce and also discuss the characteristics of enhanced profile view in salesforce. In addition, we have covered how to enable enhanced profile view in salesforce lightning as well as salesforce classic.
- What is enhanced profile view in Salesforce
- Type of enhanced profile view in Salesforce
- Characteristics of enhanced profile view in Salesforce
- How to enable enhanced profile view in Salesforce Lightning
- How to enable enhanced profile view in Salesforce Classic
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