Topic 39

Zdrs: 1
You said some users still can’t see the right records—and others keep requesting “just one more access.” What’s going on?
Good morning, Tina. I noticed you seem a bit preoccupied today. Is there something on your mind?
Good morning, yes, there is. I have been trying to grasp the concept of users, profiles and permission sets in Salesforce, but I find it quite intricate and confusing.
Exactly. Some people can open the object but can’t see the records they need. Others can see the records but can’t edit a specific field. And we have one-off access requests every week.
Zdrs: 2
That’s the classic Roles vs Profiles vs Permission Sets situation. Let’s separate record access from feature/object access, and then handle exceptions cleanly—no more, no less.
Good morning, Tina. I noticed you seem a bit preoccupied today. Is there something on your mind?
Good morning, yes, there is. I have been trying to grasp the concept of users, profiles and permission sets in Salesforce, but I find it quite intricate and confusing.

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