In the Apps section, click Object Settings and select Accounts.Select the type of users who will use this permission set: Salesforce Platform.Description: Grants Delete Accounts permission.Click New and complete the Create screen.From Setup, enter Permission Sets in the Quick Find box and select Permission Sets.Let’s add sales engineer, Amy Daniels.Īllow a User to Delete Accounts Using Permission Sets Click Save & New. You have one more user to add, then you’re all set.Select New User and fill in the details.Now that you’ve deactivated two users, you have two additional Salesforce Platform licenses available. Repeat the same steps to deactivate Ted Kim.On the warning message, click OK, then click Save.Deselect the Active checkbox to deactivate Maya’s user license.Navigate to Users in Setup, and click Edit next to Maya Lorrette.
#Creation workshop new profile free#
To complete this challenge, we’re going to deactivate a few users to free up some of those licenses. In a Trailhead playground, you’re limited to the number of Salesforce and Salesforce Platform licenses you have to distribute. Next, fill in his Locale settings, including time zone and language.(auto-populates with your email address-replace using formula: first initial and last name of user initials and your favorite ) Note: either GMT-07:00 or GMT-08:00 depending on time of year. Fill in her Locale settings, including time zone and language.Replace using formula: first initial + last name of user + + your initials + your favorite color + a number +. Complete the new user record with these details. From Setup, enter Users in the Quick Find Box, then select Users.
Scroll down to the Standard Object Permissions section and remove the check in Delete column next to the Accounts object.Enter Standard Profile - No Acct Delete for Profile Name.Click Clone next to Standard Platform User.Click S from the alphabet picker across the top.From Setup, enter Profiles in the Quick Find box, and select Profiles.Create a New Profile Without Delete Permissions Noah Larkin, VP of Services, is helping to clean up records, and needs temporary permission to delete Accounts. John Wiseman, CEO, wants to ensure users have access to the objects they need to do their job, but wants to restrict the ability to delete records to just Executive Users and the Support team. The first item on the agenda is to ensure that all users have the appropriate object permissions for their job roles. You are attending a security and data access review meeting with the CEO and the Executive team. (This clip starts at the 13:25 minute mark, in case you want to rewind and watch the beginning of the step again.) Introduction
#Creation workshop new profile series#
Want to follow along with an expert as you work through this step? Take a look at this video, part of the Trail Together series on Trailhead Live.
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