A Must-Have for Admins: Salesforce Profiles, Permission Sets, and Roles Explained

Keeping your data safe and organized is a must-have. Luckily, Salesforce provides all the tools to help administrators control who can see and do what.

In this video, we'll break down three key components: profiles, permission sets, and roles. These tools allow you to customize access levels and privileges to fit your company's unique needs.

• Profiles in Salesforce define the baseline permissions and access settings for a user. When a user is assigned a profile, they inherit the permissions and settings defined within that profile.
• On the other hand, permission sets are a way to grant additional permissions and access settings to users beyond what their profile provides.
• Roles in Salesforce define the hierarchical structure of an organization and are used primarily for managing data visibility and sharing settings.

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