Profiles and Roles and Permission sets:-

  The profiles and permission sets are configuration items in Salesforce that will   allow us to control different types of functionalities and the roles with allow us to     control record visibility primarily.

Profiles:-

profile in Salesforce is a group/collection of settings and permissions that define what a user can do in Salesforce. A profile controls “Object permissions, Field permissions, User permissions, Tab settings, App settings, Apex class access, Visualforce page access, Page layouts, Record Types, Login hours & Login IP ranges.

A profile can be assigned to many users, but a user can be assigned a single profile at a time.

profile is mandatory for every user in salesforce ,you can't have a user without profile .

Types of profiles in Salesforce

  1. Standard profiles: By default, salesforce provides below standard profiles. We cannot delete standard ones.
    • Read Only, Standard User, Marketing User, Contract Manager, Solution Manager & System Administrator. 
    • Each of these standard ones includes a default set of permissions for all of the standard objects available on the platform.
  2. Custom Profiles: Custom ones defined by us. They can be deleted if there are no users assigned to that particular one.

Permission sets:-

Permission Sets in Salesforce extends user’s functional access without changing their profile. It is a collection of Settings and permissions.

When you should choose Profiles ???

When you have set of permission set which needs to be shared with multiple users, then you can give all the users the same profile.

When to choose Permission set??

If there is a specific permission, or access that you don’t want to share with everyone but only with few users, then you can go for Permission Set. Just like profiles, through permission set also you can control object and  field level security.


Difference between profile and permission sets:-

One profile can be assigned to multiple users. But one user can’t have more than one profile at a time.But in the case of permission sets, One user can have multiple permission sets at a time, and also one permission set can be assigned to more than one user.


Roles :-  
It is another way to control access to recods.
 In salesforce, roles are defined so as to increase the data visibility a particular user has. The data visibility can be increased using sharing rules or by building role hierarchy. Role hierarchy allows the user sitting in higher level have access of records owned by users having role lower in hierarchy. It is not mandatory that a user should have a role.
Organisation wide default sets the default access for objects, for example OWD set as private would mean that only the owner of the record can access the record. One way to grant additional access of these records to other users is through roles i.e users higher in role hierarchy would get the access of records owned by users lower in hierarchy. Other way is by writing sharing rules, wherein we can specify the logic to decide which record should be shared and with what role user. We can specify against custom objects whether the records should be shared using role hierarchy or not but this is default set for standard objects and cannot be changed. That is, standard object records will always be shared according to role hierarchy. Defining role for users is not a mandatory thing, however not defining role for a user could affect the data shown on opportunity and other reports for that user.

1. Role controls the level of record access user has
2. Helps extend the OWD settings for different objects
3. Sharing rules can be written to share records with particular role and subordinates
4. Defining role for user is not mandatory. 


Difference between profile and role:-


                 
 
                Profiles                                                                      
                                        Roles 
 1. Profile defines what a user can do within the org
 1. Role defines what user can see depending on the hierarchy(Helps in defining data visibility)
 2. Defining profile for a user is mandatory, 
2. Defining role for user is not mandatory. 
 3.It control object level access  3.It control record level access 
  
                                                        


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