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Salesforce Role vs Profile: Differences & Best Practices (2026) Admin Profiles control what you can do. Roles control what you can see. Get the difference between role vs profile in Salesforce right and your security model stays clean for years. What are Permission sets? Admin Salesforce manual sharing - Granting surgical record access Admin Ever had a user who couldn't see a record they needed? Manual sharing is the safety valve in your security model. Here is how it works under the hood and when you should actually reach for it. Before You Delete Salesforce Role: Check This Impact Point Admin Cleaning up your org's hierarchy looks easy until you lock a manager out of their team's records. Here is what to check before you hit delete on any role. How to Enable List Custom Settings and Fix Missing Options Admin Ever wonder why the New button is missing on the Custom Settings page? It usually comes down to one system permission you need to toggle. Here is how to fix it with a profile or a permission set. Can't create Campaigns? Check the Marketing User checkbox Admin If your user has the right profile permissions but still can't see the New button on Campaigns, you're likely missing a feature license. This guide shows you where to find the Marketing User checkbox and what else to check when that isn't the problem. Salesforce Validation Rules: 12 Examples & Best Practices Admin Twelve copy-paste Salesforce validation rules covering required-field logic, regex patterns, role-based exceptions, cross-object checks, and the formula syntax tricks that make them maintainable. How to Use a Muting Permission Set in Salesforce Groups Admin Ever had a Permission Set Group that was almost right but handed out one permission too many? A muting permission set lets you switch that permission off inside the group instead of rebuilding the whole thing. Dynamic Forms vs Record Types in Salesforce — Which to Use and When | Salesforce Dynamic Forms Admin Static vs Salesforce dynamic dashboards: Which to use? Admin Choosing between static and dynamic dashboards is a security and limits question, not a preference. I'll show you how to avoid exposing sensitive data and how to live inside those strict edition caps. How to View Converted Leads in Salesforce - Guide Admin Ever wonder where your leads go after you hit convert? They aren't gone, just hidden from your standard views. Here is how to find them with a report, global search, or a quick query.