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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 like a safety valve for your security model. This post explains how it works under the hood and when you should actually use it. Before You Delete Salesforce Role: Check This Impact Point Admin Cleaning up your org's hierarchy seems easy until you accidentally lock a manager out of their team's records. Here is the one major thing you need to check before hitting 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 a specific system permission you need to toggle. Here is how to fix it using profiles or permission sets. 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 quick guide shows you how to find and enable the Marketing User checkbox to fix the issue immediately. 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 felt like a Permission Set Group was almost perfect but gave away just a little too much access? A Muting Permission Set lets you surgically remove those extra permissions without rebuilding everything from scratch. 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 isn't just about preference; it's about security and limits. I'll show you how to avoid exposing sensitive data and manage 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 actually gone, just hidden from your standard views. Here is how to find them using reports and search.