In Salesforce, security and access control are very important. Every company wants to ensure that users can only see and edit data relevant to their jobs.
To manage this, Salesforce provides two important features:
- Roles
- Profiles
Many beginners get confused between these two. But if you understand them clearly, managing user access becomes very easy.
A simple way to remember:
- Roles = What data you can SEE in Salesforce
- Profiles = What actions you can DO in Salesforce
Both work together to create a secure and efficient Salesforce system.