Set Field-Level Security on Permission Sets Rather Than Profiles During Field Creation
Winter'23 update: When you create a field on an object, you can now set field-level security on permission sets rather than profiles. This feature is also available when you enable field-level security or change a field type.
Winter’23 update: When you create a field on an object, you can now set field-level security on permission sets rather than profiles. This feature is also available when you enable field-level security or change a field type.
In User Management Settings, enable Field-Level Security for Permission Sets During Field Creation (beta).
When you create a field or change its type, a list of permission sets appears instead of profiles for field-level security.
The list includes permission sets that have Create, Read, Edit, or Delete access on the field’s object. If no permission sets have that access to the field’s object, the list contains all the permission sets. If you must assign field-level security to profiles, turn off Field-Level Security for Permission Sets During Field Creation (beta) in User Management Settings.
Field creation: Field-Level Security for Permission Set
Permission set option at the field creation
Set Field Level Security: Field-Level Security for Permission Set
The article discusses implementing a notification banner system in Salesforce to alert users about critical account information, such as sanctions or credit holds. It highlights four key problems this solution addresses, eliminates the need for coding to create alerts, and provides a step-by-step installation guide for the AlertFlow package.
Many organizations still use disconnected systems despite the growth in business software, leading to inefficiencies in data sharing. A well-executed integration between Salesforce and QuickBooks can resolve these issues. This guide outlines common integration challenges, potential solutions, and tips for achieving efficient synchronization between the two platforms.
AgentExchange has published 100 apps in six months, achieving significant growth with 122 unique apps and 102 developers. The platform’s rapid expansion demonstrates the increasing demand for Salesforce-native solutions, particularly in sales and analytics. By offering reusable AI building blocks, AgentExchange enhances productivity and innovation within the Salesforce ecosystem.