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Field Level Security in Salesforce

Field Level Security in Salesforce

What You’ll Learn

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Access to sensitive information within specific fields in Salesforce is often required to be restricted. Field-level security in Salesforce is a powerful tool that allows you to control access to individual fields within an object.

It goes beyond simply hiding fields on a page layout. It offers granular control over what users can see and edit on a record-by-record basis. You can easily specify the access level (Read, Edit, Read Only) for each field on an object.

It helps in protecting sensitive information by restricting access to authorized users only. Users only see the information relevant to their role, reducing clutter and improving data clarity.

So, let’s jump into understanding the field-level security in Salesforce and find out how you can use it.

What is Field-Level Security in Salesforce? 

Field-level security in Salesforce controls whether a user can see and edit the value for a particular field on an object’s record, unlike page layouts, which only contain the visibility of the field on detail and edit pages of an object. It secures the visibility of fields in any part of the app, including related lists, list views, reports, and search results.

Also, it restricts a user from accessing the field anywhere in the org, such as in the formula field, but if we hide it from the page layout, then the user can use the field value of that field. It will only be hidden in the page layout.

Field-level security can be applied to multiple fields on a single profile or permission set. It can also be used as a single field on all profiles.

Methods Used To Achieve Field-Level Security in Salesforce

There are two methods to implement the Field Level Security in Salesforce.

  1. First is restricting Field Access with a profile where you can limit users’ general access to fields by providing Read Access and Edit Access.
  2. The second method is to add Field Access with a Permission Set. A permission set is for expanding a user’s access to fields that are restricted in their profile.

How do you set field-level security in Salesforce?

Here’s how to set field-level security in Salesforce:

Step 1. Access Profiles or Permission Sets

First, you need to navigate to Setup in the Salesforce user interface. Then, search for Profiles or Permission Sets in the Quick Find box.

Step 2. Choose the Profile or Permission Set

Click on Profiles or Permission Sets, depending on where you want to modify field-level security.

Select the specific profile or permission set you want to edit.

Step 3. Locate Field-Level Security Settings

Within the profile or permission set details, look for a section titled Custom Field-Level Security or Field-Level Security.

Step 4. View and Edit Field Permissions

Click View next to the object or field you want to adjust security. This will display a table with all the fields associated with that object. Here, you need to find the field to which you want to modify access. Click the Edit link next to the field.

Step 5. Set Field Access Permissions

You will see a dropdown menu for each permission level (Read, Edit, Read Only, etc.). Choose the appropriate access level you want users with this profile/permission set to have for this specific field.

  • Read: Users can view the field value but cannot edit it.
  • Edit: Users can view and modify the field value.
  • Read Only: Similar to Read, this option removes the ability to view the field value on the record detail page.

Step 6. Save Your Changes

After setting the desired access levels for each field, click Save to apply the changes to the profile or permission set.

Note: We can also set field-level security from field accessibility in Setup.

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