Data loss because of user mistakes or privileges is a common problem in Salesforce. Salesforce Admins have known and taken countermeasures to limit the loss by creating boundaries to what the users can or can’t do in the CRM. Due to this, user profiles in Salesforce Lightning has gained importance on the platform amongst Salesforce Admins.
In this post, we will be discussing 4 ways using which you can manage your user profiles in Salesforce Lightning Experience. It’ll also give you a glimpse of setting and assigning user permissions in Salesforce, and all the important things you need to know about Salesforce Profiles.

What are the Profiles in Salesforce Lightning & Ways to Use Them?

Profiles are a group of settings and permissions which define what a user can access in Salesforce Lightning. Depending upon the user’s job role, Salesforce Admins can assign users with a profile that includes all the tabs, records, and page access that they require.

An alternate way to do this is by setting permission sets. Read more about permission sets here.

Setting up and managing profiles is a way by which you can conventionally create a secure boundary that dictates user’s access rights. For doing this, you can either use Salesforce’s standard profiles or create custom profiles for your organization.
Moving into the guide, we’ll begin with how to create profiles.

How to Create Profiles in Salesforce Lightning?

Users, roles, and profiles are all managed within the Setup Home of Lightning.
The following Whatfix interactive walkthrough will show you how to create a standard profile in the Lightning Experience.

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How to Edit Profiles in Salesforce Lightning?

Once the profile is created, it’s likely that you won’t fine tune it. But in certain cases, you may have to edit the access rights to give temporary access to your users. That’s when this walkthrough will come in handy.


How to Assign Profiles to Users in the Lightning Platform?

This walkthrough is about assigning profiles to your users. By doing this, you can configure all that the users in your organization can access. All you have to do is assign the profiles according to the user roles. Here’s how.

 

How to Clone Profiles ?

Instead of creating new profiles, you can cut down on the time spent by cloning existing profiles in your Salesforce and subsequently customizing them.

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