Field-Level Security in Salesforce

The field level is used to control the user’s approach to a field on an object. It can even determine whether the user can edit or see the value for specific fields on an object.

Field-level security in Salesforce is a setting that allows the Salesforce admin to restrict user’s access to specific data.

In the Salesforce tutorial, I will explain Field Level Security and how to set field-level security and change field level security in Salesforce.

What is field-level security in Salesforce?

Salesforce Field Level Security is a security option for every data field in our application. It locks the noticeable fields in any part of the app, as well as related lists and reports that cannot be secured through the page layouts.

It can control whether the user can edit or see the value for specific fields on an object. We can select and offer users full access so that the user can view and edit all the field values.

By using field-level security, we can use the following access level to the fields:

  • No Access: By using g this type of access, the user cannot see the field or even cannot EDT that field.
  • Read Access: By using this access, the user can only read the value that is stored in the field. They cannot edit that field.
  • Edit Access: Using this access, the user can see the field or change the values stored inside it.
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How to Set Field-Level Security in Salesforce

Suppose we are working in a university to manage student data. Here, we can track information particular to the student enrolled in the university program. So, we want to apply the field level of security to restrict access to certain sensitive fields.

Here are the following steps:

1. Log in to the Salesforce account –> Go to Gear Icon–> Click on the Setup Options –> Enter the Profile in the Search box.

How to set field level security in salesforce

2. The profiles page is open; there are many profiles present. I clicked on one of the profiles, but I could not see some of the info related to the field. Here, we are selecting the standard user profile.

How to set field level security in salesforce lightning

3. Now scroll to the bottom of the page and select the custom field-level security. Here, we are selecting the USA Student.

Set field level security in salesforce lightning

4. After selecting the custom field level security, the USA student field level security for the profile standard user page is open. Click on the edit option.

Set field level security in salesforce lightning

5. Now uncheck the fields that are not edited or read by the standard user. Here, we have unchecked the scholarship and StudentContact and then clicked on the save option.

Field level security in salesforce

6. Go to the App Launcher, enter the USA Student in the search box, and select the USA student object. The object record page is open. Here we are selecting Mr. Juwan Bosco’s record and then clicking on the details.

After clicking on the details, you can see the details of the record, but there is no detail related to the scholarship and student because you unchecked read access and edit access.

Salesforce field level security
Set the field-level security

How to Change Field-Level Security in Salesforce

Here, we can change the field-level security by simply checking or unchecking the checkboxes for read and edit access.

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1. Search the object in the profile search box. Click on the edit button and scroll to the bottom of the page. There is the Field Permission section. Under this section, there is a contact field that has checked read access and edit access.

Now, we want to change this edit access permission and make this edit access permission checkbox unchecked.

Change Field level Security in Salesforce

2. Now we click on the edit access checkbox, and the checkbox is unchecked. We click on the save button, and our field level security is changed.

How to change field level security in Salesforce

Conclusion

I hope now you have an idea of the field-level security in Salesforce and how to set field level security in Salesforce. I have also explained how to change field-level security in Salesforce.

You may also like to read the following Salesforce tutorials.