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