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How do I set up security and access controls in Salesforce?
As a Salesforce administrator, it is important to understand how to set up security and access controls in Salesforce. This is because Salesforce is a powerful platform that can store and manage sensitive customer data, and it is essential to ensure that this data is secure and only accessible to authorized users. Setting up security and access controls in Salesforce will help protect your customer data and ensure that only the right people have access to it.
Grace Everwood
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Salesforce
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Go to "Setup" in the top right corner of the Salesforce page.
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In the left-hand menu, click on "Administer" and then "Manage Users"
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Click on "Profiles"
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Click on the "Edit" button next to the profile you want to set up security and access controls for
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Click on the "Object Settings" tab
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Click on the "Edit" button next to the object you want to set up security and access controls for
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Select the "Field-Level Security" tab
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Select the checkboxes next to the fields you want to enable access to
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Click on the "Save" button
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