How to Set Field-Level Security in Salesforce

In the Salesforce tutorial, I will explain how to set field-level security in Salesforce lightning and Salesforce classic step by step.

The field level is used to control the user’s approach to a field on an object. It can control even if the user can edit or see the value for specific fields on an object. Field-level security is a setting that allows the admin of the salesforce that defines the user’s restrictions as to who can approach the specific data.

• What is field-level security in Salesforce?
• How to set field-level security in salesforce
• How to set field-level security in salesforce lightning
• How to set field-level security in salesforce classic

What is field-level security in Salesforce?

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

It can control even if the user can edit or see the value for specific fields on an object. We can select and offer users full access as 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
• Read Access
• Edit Access

No Access: By using g this type of access the user cannot see the field or even there 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: By using this access the user can see the field or even they can change the values that are stored inside the field.

This is how we can understand What is field-level security in salesforce. Further, we will learn how to set field-level security in salesforce.

Read: How to Avoid Creating Duplicate records in Salesforce

How to set field-level security in salesforce

The field-level security in Salesforce is a significant way to that control the approach to huge amounts of data. The data that can be controlled by the field level security are:

• Reports
• Edit and detail the page
• Related Lists
• List views
• Emails
• Customize Link
• Templates for mails

By using the field level security the thought we kept in our mind is:

The field that holds by the detailed page has field-level security settings and page layout settings.

After setting up the field-level security it is the responsibility of the admin to verify the user access.

The admin can also check the values in the restricted fields are still searchable or not.

The field-level security includes two types of permission:

• Read Access
• Edit Access

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: By using this access the user can see the field or even they can change the values that are stored inside the field.

So, with this, we understand how to set field-level security in Salesforce.

How to set field-level security in salesforce lightning

Here we set the field-level security in Salesforce lightning. If you want to learn how to set field-level security in salesforce lightning follow these steps:

Step-1: First, logging into the salesforce lightning account, go to the gear icon under the gear icon the setup option is present click on it and then enter the profile in the Quick Find Box and select the profile option.

Step-2: After clicking on the profile the profiles page is open, there is lots of profile present click on one of the profile which can not see some of the info related to the field. Here we are selecting the standard user profile.

Step-3: After selecting the profile, the profile page is open. Scroll to the bottom of the page and select the custom field-level security. Here we are selecting the USA Student.

Step-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.

Step-5: After clicking on the edit option and then unchecked the fields that are not edited or read by the standard user. Here we have unchecked the scholarship and Studentcontact and then click on the save option.

Step-6: After clicking on the save option, go to the app launcher and enter the sales in the search box and select the object that is present in the nav bar. Here we are selecting the USA student object.

After selecting the object, the object page is open where the record is present click on that record. 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 and there is no detail related to the scholarship and studentcontact because of unchecking the read access and edit access.

So, with this, we have learned how to set the field-level security in salesforce lightning.

How to set field-level security in salesforce classic

Here we set the field-level security in Salesforce classic. If you want to learn how to set field-level security in salesforce classic follow these steps:

Step-1: Click on the Setup, enter the profile in the Quick Find Box, and then select the profiles that are present under the Manage Users.

Step-2: After clicking on the profile the profiles page is open, there is lots of profile present click on one of the profile which can not see some of the info related to the field. Here we are selecting the system administrator profile.

Step-3: After selecting the profile, the profile page is open. Scroll to the bottom of the page and select the custom field-level security. Here we are selecting the USA Employeee.

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

After clicking on the edit option and then unchecked the fields that are not edited or read by the standard user.

Here we have unchecked the read access and edit access checkbox of the account number field from this the user cannot see the account number field also uncheck the edit access checkbox of the first name field from this user cannot have the access to edit the first name field and then click on the save option.

Step-5: After clicking on the save option, again go to the setup and then click on the USA employee object.

After selecting the object, the object page is open where the record is present click on that record. Here we are selecting Mrs. Mertie Bernier record and then clicking on the details.

After clicking on the details you can see the details of the record and there is no detail related to the account number because of unchecking the read access and edit access.

This is how we can understand how to set field-level security in salesforce classic.

You may also like to read the following Salesforce tutorials.

• Create community in Salesforce Lightning
• Activity History Related list is not visible in Salesforce
• How to Get Security Token in Salesforce
• How to Enable Knowledge Users in Salesforce

Conclusion

In this Salesforce tutorial, we have learned how to set field-level security in salesforce. This can be performed on both salesforce lightning and salesforce classic.

• What is field-level security in Salesforce?
• How to set field-level security in salesforce
• How to set field-level security in salesforce lightning
• How to set field-level security in salesforce classic