In Salesforce, view all and modify all are the special types of permissions. These are the Object-level permissions, and we can give these permissions through the profile.
In this Salesforce tutorial, we are going to learn about view all and modify all permissions in Salesforce, what view all and modify all in Salesforce, when we can use it, the difference between “View all, Modify all” and “View all data, Modify all data”, and what are uses of these permissions.
Additionally, we will see how to set view all and modify all permissions in Salesforce Lightning and Salesforce Classic.
View All and Modify All Permissions
What is view all and modify all permissions in Salesforce?
The “View All” and “Modify All” permissions ignore all the sharing rules, sharing settings, and all security options. It gives authority to the user on a particular profile on which app these permissions for the Object.
- View All: The view all options give the authority to the user that they can Read All records by ignoring what sharing and security settings are. Users can have read access to records associated with a given object across the organization.
- Modify All: In this option, users can Read and Edit the records associated with a given object across the organization.
View all and Modify all are not available for ideas, price books, article types, and products.
It is available in all Salesforce editions with Salesforce Lightning and Classic.
When can we use View All and Modify All permissions in Salesforce?
Sometimes when the Administrator is not available for that reason we need the delegated Administrators who manage all records for the specific object, using these permissions we delegated admin can manage organization records.
What are the uses of view all and modify all permissions?
Followings are the uses of view all and modify all permissions –
- When we already have applied sharing rules and settings as private, and then want to give access, then without modifying sharing settings, we can directly give view all and modify all permissions.
- Using these permissions, we can give access to the particular object across the organizations.
- View all and Modify all can be better alternatives to view all data and modify all data permissions.
What is the difference between “View all, Modify all” and “View all data, Modify all data” in Salesforce?
- View All/Modify All: In this, we can permit the particular profile to access specific object’s records across the organization.
- View All Data/Modify All Data: In this, Users with View All Data permission can view all apps and data, even if the apps and data are not shared with them.
How to Set View All and Modify All Permissions in Salesforce Lightning
Using the following steps, we can apply view all and modify all permissions to an object.
1. First login to the Salesforce org. go to the Home Page, and in the Quick Find Box, search for the Profile. Under the Users option, you can see Profile. Then click on it.
2. You can see all profiles that will appear on the screen, select the profile on which you want to apply, view all, and modify all permissions. These permissions will apply to the User under the selected profile.
Click on the profile that you have selected. Here, I have selected the Principle Profile.
3. To grant the view all and modify all permission we need to Edit this profile, to edit the profile click on the Edit button.
4. Here we can see under the Data Administration, we have the View All and Modify All options. To grant this lick and make active to these checkboxes. On which object we want to apply these permissions just click on that checkbox.
This is how we can set view all and modify all permissions in Salesforce Lightning.
How to Set View All and Modify All Permissions in Salesforce Classic
Using the following steps, we can apply view all and modify all permissions to an object.
1. In Salesforce Lightning we have an option in the view profile Switch to the Salesforce Classic. In Salesforce Classic, click on the Setup option.
2. Then, you will use the Quick Find Box in that search for the profile. Under the Manage Users option you can see the Profile option, click on it.
3. Then, you will see all profiles appearing on the screen; select the profile in which the user is associated with that profile. Click on it, here I have selected the CEO profile.
4. To grant the view all and modify all permission we need to Edit this profile, to edit the profile click on the Edit button.
5. Here we can see under the Data Administration, we have the View All and Modify All options. To grant this lick and make active to these checkboxes. On which object we want to apply these permissions just click on that checkbox.
This is how we can set view all and modify all permissions in Salesforce Classic.
Conclusion
I hope you have got an idea about view all and modify all permissions in Salesforce, what is view all and modify all, when we can use it, and the difference between “View all, Modify all” and “View all data, Modify all data”, and what are uses of these permissions.
Additionally, we have also seen how to set view all and modify all permissions in Salesforce Lightning and Salesforce Classic.
You may like to read:
- How to Assign Permission Sets using Data Loader in Salesforce
- How to Create Custom Permission Set in Salesforce
- How to Create a Permission Set Group in Salesforce
- Assignee does not have permission to view cases in Salesforce
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.
