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Creating Custom Profiles

Salesforce Certified Platform App Builder • 10m

Up Next in Salesforce Certified Platform App Builder

  • Introducing Roles

    This lecture covers Roles and the Role Hierarchy, which governs what individual records a user may see. The roll-up nature of records in the Role Hierarchy is covered and example scenarios are addressed.

  • Creating Roles and Assigning Users to...

    In this lecture, I show you how to create new Roles. We then assign users to these new Roles.

  • Profiles vs. Roles

    Newer Salesforce developers often confuse Profiles and Roles. We cover cloning a profile in order to create a custom profile and then we assign that custom profile a Login IP Range. Scenarios are discussed that you may find on the exam.