BCA / B.Tech 6 min read

How to Create a Profile

What is a Profile in Salesforce?

Creating a profile in Salesforce is an important process that allows you to customize the necessary access settings and permissions for users. A profile determines which objects, tabs, fields, and applications a user can access and what they can do within them.

How to Create a Profile in Salesforce:
  1. Log in to Salesforce.
  2. Go to Setup.
  3. In the Quick Find Box, search for "Profiles."
  4. On the Profiles page, click "New Profile."
  5. Base the new profile on an existing one.
  6. Enter a name for the profile and save it.
  7. Customize the profile settings (Object Permissions, Field Permissions, etc.).
  8. Assign the profile to users.

In this Chapter

How to Create a Profile
What is Salesforce? - Components of Salesforce
What is Cloud Computing?
What is IaaS, PaaS, SaaS, and FaaS?
Cloud Computing and Salesforce
Difference between ERP and CRM
Web Services in Cloud Computing
What is AppExchange?
Salesforce and Mobile Support
Introduction to Force.com
Salesforce Setup Page
Create an Application in Salesforce
Create an Object in Salesforce
Lookup Relationship in Salesforce
Create Tabs in Salesforce
ERP In Salesforce
CRM In Salesforce
What is a Field in Salesforce?
Link Creation & Custom Buttons
Manage Security
Governor Limits
How to Create a User
OWD in Salesforce
What are Sharing Rules & Roles?
Record-Based Sharing
Password Policies
User Session
Trusted IP Range
Public Group
Sales Cloud
Contract & Service Object
Component of Service
Create Approval Process
Create Email Template
Create Custom Profile
Create New User
Approval Process Test
Workflow
Workflow Rules & Workflow Actions
Email Task & Updates
Queue & Time-Dependent Workflow Action
Immediate Action
Workflow Immediate Action & Time-Dependent Workflow Action
Process Builder
Create Process Builder
Difference between Process Builder & Workflow
Create Records & Tools
What are Reports & Their Types
How to Create a Report
Creating & Editing Dashboards
Adding Dashboard Snapshots to Home Page
Creating Additional Reports
Creating Custom Report Types
Designing the Home Page
Salesforce All Important Questions and Answers in English (MDSU)
BCA || Salesforce 2025 Paper || MDSU Exam Paper
BCA | Salesforce 2023 Paper | MDSU Exam Paper
BCA || Salesforce Supplementary 2023 Paper | MDSU Exam Paper