Search
Results for “Role vs Profile”
16 results
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. Data Cloud Insights: Calculated vs Streaming Engine Agentforce & AI Choosing between Data Cloud's Calculated Insights (CI) and Streaming Insights (SI) hinges on computation timing and data visibility requirements. CIs handle durable, historical aggregation, while SIs evaluate high-velocity events within defined time windows. 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. Get Aura current user name and profile without Apex Lightning You don't need a whole Apex class just to find out who is logged in. I'll show you how to use Lightning Data Service to grab the Aura current user name and profile name directly in your markup. It's faster, cleaner, and much easier to maintain. What is a Public Group in Salesforce? — Interview Question | Salesforce Public Group Interview Prep 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. 20 Salesforce Interview Questions and Answers for 2025 Interview Prep Prepping for a Salesforce role is about more than just memorizing documentation. I have put together the questions I actually see in interviews, covering everything from Flow logic to LWC. These answers focus on real-world scenarios so you can show hiring managers you know your stuff. 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. How to Enable Agentforce in Salesforce: Setup, Permissions & First Steps Agentforce & AI How to enable Agentforce in Salesforce: prerequisites, permission sets, the exact toggle in Setup, and what each admin needs to know before turning it on in production.