Salesforce Profiles, Permission Sets, and Roles Explained

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  • Опубликовано: 11 янв 2025

Комментарии •

  • @anthonyolaleye
    @anthonyolaleye 3 года назад +14

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

    • @Rotive
      @Rotive  3 года назад +1

      We’re glad you found it helpful!

  • @conorpodonoghue
    @conorpodonoghue 10 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  9 месяцев назад +1

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

  • @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!

  • @ruship6920
    @ruship6920 2 года назад +5

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

    • @Rotive
      @Rotive  2 года назад +1

      Much appreciated!

  • @AliciaSoriano-j8d
    @AliciaSoriano-j8d 4 месяца назад

    Excellent! Finally I understand the difference. Thanks for your video!

    • @Rotive
      @Rotive  4 месяца назад

      So glad it was helpful! Thank you for the comment

  • @SivakrishnaKorlam
    @SivakrishnaKorlam 5 месяцев назад

    Very detailed and informative explanation. Loved it.

    • @Rotive
      @Rotive  12 дней назад

      Thank you for the feedback!

  • @AlSynk
    @AlSynk 3 года назад +4

    straight to the point! thanks

    • @Rotive
      @Rotive  3 года назад

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

  • @RaviSingh-zq2dz
    @RaviSingh-zq2dz 7 месяцев 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?

  • @orafasistemas
    @orafasistemas 9 месяцев назад

    Thank you for such a clear explanation.

    • @Rotive
      @Rotive  8 месяцев назад

      Glad it was helpful!

  • @Saasex
    @Saasex 2 года назад +1

    To the point..I really loved your explanation

    • @Rotive
      @Rotive  2 года назад

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

  • @ΘανασηςΜητακιδης
    @ΘανασηςΜητακιδης 2 месяца назад

    Hey at the moment i ve enroll on a salesforce bootcamp , so i have a question how can you give acces to sales reps only to the quotes that they create?

  • @sunriseeternity300
    @sunriseeternity300 2 года назад +1

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

    • @Rotive
      @Rotive  2 года назад

      Glad it was helpful!

  • @shaidinmambetov5131
    @shaidinmambetov5131 2 года назад +1

    🔥🔥🔥🔥 Brilliant explanation

    • @Rotive
      @Rotive  2 года назад

      Glad you like it! Thank you for watching!

  • @farzanehhozourbakhsh2687
    @farzanehhozourbakhsh2687 2 года назад

    Great video. Nice explaining!

    • @Rotive
      @Rotive  2 года назад

      Thank you!

  • @AnnaSzabo
    @AnnaSzabo 2 года назад +2

    Love it - so helpful 👍🏻

    • @Rotive
      @Rotive  2 года назад +1

      Glad it was helpful!

  • @MrYuyuyuyuyy
    @MrYuyuyuyuyy 2 года назад +1

    Nice easy fast explanation

    • @Rotive
      @Rotive  2 года назад +1

      Thanks for the feedback!

  • @HuongNguyen-ko3nv
    @HuongNguyen-ko3nv 3 года назад +1

    so touching for an excellent video

    • @Rotive
      @Rotive  3 года назад

      Glad you liked it!

  • @sharmilajennas3469
    @sharmilajennas3469 3 года назад

    Short /Sweet and to the point.

    • @Rotive
      @Rotive  3 года назад

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

  • @aidaiusubakunova9491
    @aidaiusubakunova9491 Год назад

    Thank you, great examles.

    • @Rotive
      @Rotive  Год назад

      Thanks for the comment

  • @vijayakanth308
    @vijayakanth308 5 месяцев назад

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

    • @Rotive
      @Rotive  5 месяцев 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!

  • @wrigna1
    @wrigna1 Год назад

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

    • @Rotive
      @Rotive  Год 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.

  • @GBL9
    @GBL9 2 года назад +1

    very good thanks

    • @Rotive
      @Rotive  2 года назад

      You are welcome. Thank you for the comment!

  • @kumarvenkat739
    @kumarvenkat739 Год назад

    Awesome sir

  • @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 11 месяцев назад

    but dont we control access with permission sets anyways?

    • @Rotive
      @Rotive  11 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 11 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