In this lesson, I create a new page layout for our custom object of Project. For this new page layout, the intention is to create an Admin Only page layout. Once we have created the new page layout, I assign it to my System Administrator profile via Page Layout Assignments. I then demonstrate how another user with a different profile does not see the same page layout as I as an administrator, because their page layout assignment is different. To get to this point, we encounter the limitations of a Standard Profile in that you cannot adjust the CRUD rights on an object. I assign the user a different profile and extend that profile CRUD rights to the Project object. We then login as the user and discover that they don't have the Lightning Experience permission on their profile, so we create a Permission Set to grant the Lightning Experience User System Setting and then assign the user to that Permission Set. We finally then log in and the user is in Lightning and we are able to confirm that their page layout view is different from mine when viewing a Project.
In this lesson, we look at the implications of setting field level security (FLS) on a field via the page layout, as well as setting FLS at the field level.
In this lesson, I adjust a previously created formula field to return the Account Phone number on the Project record whenever there is a Phone Number populated, but yet hide any characters from the formula in the field if the account does not have a phone number. This is a good example of a more...
In this lesson, we create a Validation Rule on the Percentage Complete field on the Project object to limit entries by users to 100%, but no higher.
