Salesforce Profiles, Permission Sets, and Roles Explained

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  • Опубликовано: 22 авг 2024

Комментарии • 54

  • @anthonyolaleye
    @anthonyolaleye 2 года назад +14

    Very, very good video with clear examples. Thanks so much for sharing!

    • @Rotive
      @Rotive  2 года назад +1

      We’re glad you found it helpful!

  • @conorpodonoghue
    @conorpodonoghue 5 месяцев назад +2

    You don't find many Salesforce training videos this clear! Instantly makes me want to subscribe. Thanks so much for sharing.

    • @Rotive
      @Rotive  4 месяца назад +1

      Thank you, Conor. That is really nice to hear.

  • @SivakrishnaKorlam
    @SivakrishnaKorlam 8 дней назад

    Very detailed and informative explanation. Loved it.

  • @ruship6920
    @ruship6920 2 года назад +5

    Neat, clean, concise and examples that makes sense. Cheers

    • @Rotive
      @Rotive  2 года назад +1

      Much appreciated!

  • @sequetuquieres2048
    @sequetuquieres2048 2 года назад +4

    Fantastic video, short and sweet. Thank you Brian

    • @Rotive
      @Rotive  2 года назад

      We appreciate the feedback - thanks for watching!

  • @AlSynk
    @AlSynk 2 года назад +4

    straight to the point! thanks

    • @Rotive
      @Rotive  2 года назад

      That’s our goal. Don’t waste any time. Glad it was helpful!

  • @RaviSingh-zq2dz
    @RaviSingh-zq2dz 2 месяца назад

    Good video. I was wondering what would be the advantage of using permission sets to give users additional access rather than just assigning a custom profile that allows that level of access?

  • @sunriseeternity300
    @sunriseeternity300 Год назад +1

    Yes, that does help. #salesforce #roles #permissionsets #profile #enjoylife

    • @Rotive
      @Rotive  Год назад

      Glad it was helpful!

  • @orafasistemas
    @orafasistemas 4 месяца назад

    Thank you for such a clear explanation.

    • @Rotive
      @Rotive  3 месяца назад

      Glad it was helpful!

  • @Saasex
    @Saasex Год назад +1

    To the point..I really loved your explanation

    • @Rotive
      @Rotive  Год назад

      Thanks, Anish! Let me know if there’s anything else you’d like me to cover :)

  • @AnnaSzabo
    @AnnaSzabo 2 года назад +2

    Love it - so helpful 👍🏻

    • @Rotive
      @Rotive  2 года назад +1

      Glad it was helpful!

  • @wrigna1
    @wrigna1 8 месяцев назад

    It seems like Profiles are often a lot more useful and practical than Roles

    • @Rotive
      @Rotive  8 месяцев назад +1

      You are always going to need profiles. You'll only sometimes need Roles. Most small businesses I work with don't need roles at all. I don't use them internally.

  • @sharmilajennas3469
    @sharmilajennas3469 2 года назад

    Short /Sweet and to the point.

    • @Rotive
      @Rotive  2 года назад

      We do our best to keep most of our videos that way!

  • @MrYuyuyuyuyy
    @MrYuyuyuyuyy 2 года назад +1

    Nice easy fast explanation

    • @Rotive
      @Rotive  2 года назад +1

      Thanks for the feedback!

  • @HuongNguyen-ko3nv
    @HuongNguyen-ko3nv 2 года назад +1

    so touching for an excellent video

    • @Rotive
      @Rotive  2 года назад

      Glad you liked it!

  • @shaidinmambetov5131
    @shaidinmambetov5131 2 года назад +1

    🔥🔥🔥🔥 Brilliant explanation

    • @Rotive
      @Rotive  2 года назад

      Glad you like it! Thank you for watching!

  • @aidaiusubakunova9491
    @aidaiusubakunova9491 10 месяцев назад

    Thank you, great examles.

    • @Rotive
      @Rotive  10 месяцев назад

      Thanks for the comment

  • @kumarvenkat739
    @kumarvenkat739 Год назад

    Awesome sir

  • @GBL9
    @GBL9 Год назад +1

    very good thanks

    • @Rotive
      @Rotive  Год назад

      You are welcome. Thank you for the comment!

  • @farzanehhozourbakhsh2687
    @farzanehhozourbakhsh2687 2 года назад

    Great video. Nice explaining!

    • @Rotive
      @Rotive  2 года назад

      Thank you!

  • @vijayakanth308
    @vijayakanth308 26 дней назад

    hey hi, how to execute multiple releases at a same time, in a single sandbox ?

    • @Rotive
      @Rotive  17 дней назад +1

      I'm not sure... I assumed a sandbox on the next release would have upcoming release for all the products in your org. Is that not what you're seeing?

  • @gpernelljr
    @gpernelljr 2 года назад +1

    Great video

    • @Rotive
      @Rotive  2 года назад

      Thank you!

  • @dianarajorubio3628
    @dianarajorubio3628 2 года назад

    Thank you so much :)

    • @Rotive
      @Rotive  2 года назад

      Glad you enjoyed the video!

  • @shivamjunawane1926
    @shivamjunawane1926 3 года назад

    Need your help bro
    I want to assign a permission set license (Salesforce platform) to a new permission set but it's not visible in my list

    • @Rotive
      @Rotive  3 года назад

      Hi Shivam. I'm not sure what's happening here. I would make sure you have those licenses available. Check Company Information to see if they've all been used.

  • @bjeevan3376
    @bjeevan3376 2 года назад

    I created profile but it's not displaying edit delete view users buttons and it's showing assign users . Can u please help this..

    • @Rotive
      @Rotive  2 года назад

      Hi there, If it's a standard profile, you won't be able to delete it, but you should still be able to clone it. You'll need to check your permissions to make sure you have the ability to take those actions on profiles. Can you set yourself to System Administrator? That should take care of the issue.

  • @cristianmedina1834
    @cristianmedina1834 6 месяцев назад

    but dont we control access with permission sets anyways?

    • @Rotive
      @Rotive  6 месяцев назад

      Right now, you can set permissions on Profile and through Permission sets. Salesforce is going to phase out permissions on Profiles though in the next couple years. www.salesforceben.com/salesforce-to-retire-permissions-on-profiles-whats-next/

    • @cristianmedina1834
      @cristianmedina1834 6 месяцев назад +1

      @@Rotive ok thanks!

  • @amolbhosale8818
    @amolbhosale8818 Год назад

    Remakable video... 🙏🏻

    • @Rotive
      @Rotive  Год назад

      Thanks for watching!

  • @adityanandan01
    @adityanandan01 2 года назад

    Mere ko kuch sanjh nhi aya