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What are the difference between a Role and Profile?
What are the difference between a Role and Profile?
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4 Replies
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<div data-md="61" lang="en-IN"><div aria-level="3" role="heading" data-attrid="wa:/description" data-hveid="CA0QAQ">Roles controle which records/objects a user can SEE based on their role in the hierarchy. Profile settings determine what users can see (control the visibility of objects, tabs, CRUD, fields) and do with objects. Profiles are typically defined by a job function. Each profile is associated with a license type.
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<div>Role: It controls the data level access and also decides which type of data can be viewed by which user. it maintains the record level access in the org.</div>Profile: It controls the object level access. We can control which field a user can see by enabling the Field Level Security in Profile settings. We can assign different Record Types and Page Layouts to a Profile to decide which fields the user with a particular profile can access.
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Role simply controls the type of access to the records a user has and Profile controls the type of access to the objects, fields, layouts, apps, etc a user has in salesforce.
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main purpose of a role is twofold - hierarchical reporting (think who are all in a team) and visibility for managers into records of their subordinates if you have changed OWD to private or public read only. Roles can also be used in processes like workflow and queues
Profile is about what users can SEE and DO in the org, this covers everything from object access to system functionality. Think editing / deleting records, running reports etc. You use profiles for login restrictions & password policies. Profiles are also used to assign page layouts / record types / business processes.
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