Slaesforce FAQ

how to compare two profiles salesforce

by Moises Kshlerin Published 2 years ago Updated 2 years ago
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Few Simple Steps to Compare Multiple Profiles in Salesforce.

  • 1. Open the BOFC Home > Click “ Compare Multiple Profiles (side by side) ”.
  • 2. It will open below screen for Managing actions on Multiple Profiles”.
  • 3. Select “ Compare Multiple Profiles ”. User can compare the profiles:
  • 4. Select “ Between Current Org & selected Org ” and it will ask user to select External org. If org doesn’t exists, user can click “ Manage Org ...
  • 5. Once the External Org is selected, it will ask user to Select Profiles in each Org and Profile Attributes.

Few Simple Steps to Compare Multiple Profiles in Salesforce
  1. Open the BOFC Home > Click “Compare Multiple Profiles (side by side)”
  2. It will open below screen for Managing actions on Multiple Profiles”
  3. Select “Compare Multiple Profiles”
Oct 7, 2019

Full Answer

What are profiles in Salesforce?

What is Profile in Salesforce: A profile is a collection of user settings and user permissions that will define how a user access records.-Profiles control a user’s permission to perform different functions in sales force.-A profile can have many users but a user can have only one profile.

How to create profiles in Salesforce?

  • From Setup, enter Users in the Quick Find box, then select Users.
  • Click Edit next to a user's name.
  • Change the settings as needed.
  • Click Save.

How many standard profiles do we have in Salesforce?

Types of Profiles in Salesforce. In salesforce.com, we have two types of profiles they are Standard Profile. Custom Profile. Standard Profile: Profiles created by force.com are called Standard Profiles. Custom Profiles:Profiles created by user are called Custom Profiles.

How to create a complete customer profile in Salesforce?

  • Using Profile we can assign CRUD permissions to objects and determining the user’s ability to create, read, edit, and delete records.
  • Using Profile we can set user view to standard apps, custom apps and tabs.
  • We can assign specific page layout the user sees per object.
  • Field-level security settings can be made using Profiles in Salesforce.

More items...

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How do I compare two permission sets in Salesforce?

Few Simple Steps to Compare Multiple Permission Sets in SalesforceOpen the BOFC Home > Click “Compare Multiple Permission Set (Side by Side)”It will open below screen for BOFC “Managing Multiple Permission Set”User can choose different actions on above screen.More items...•

How do I compare two objects in Salesforce?

Few Simple Steps to “Compare Objects” across multiple OrgsOpen the BOFC Home > Click “Compare Objects and Fields“It will open below screen for “Compare Objects” page. ... Select Object Name and choose two environments or orgs from the connection list.More items...•

How do you use a perm comparator?

Perm-ComparatorLogin to your Salesforce account using OAuth2.When requested, authorize app to access your SFDC data.Drag a User, Permission Set, or Profile to one of the empty columns.Repeat for addition users, permission sets, or profiles.Navigate the common, unique, and differing perms in the middle panel.

How do I view all profiles in Salesforce?

To view the profiles in your organization, from Setup, enter Profiles in the Quick Find box, then select Profiles....Viewing the Basic Profile ListCreate a profile.View or edit a profile by clicking its name.Delete a custom profile by clicking Del next to its name.

How do I compare two fields in SOQL?

Salesforce does not allow direct field to field comparison in SOQL query. To achieve this you can create a formula field that will compare fields and return a value (such as true or false) which you can use in a WHERE clause.

How do I compare two strings in Salesforce?

Comparing Strings in apex In apex you can check if two strings are equal with the Equals operator ==, this will return true if both strings are equals and false if unequal. To check if two strings are unequal, we can use the Not equals operator != . This will return true if both strings are unequal, false otherwise.

Can two profiles be assigned to the same user?

No, two profiles can not be assigned to the same user.

What is the difference between profile and user in Salesforce?

But the main difference between these two is that user can have only one profile and can have multiple permission sets at a time. So we can define profiles to grant minimum permissions and settings that every type of user needs, then we can use permission set to grant additional access.

How many profiles can a user have in Salesforce?

one profileA profile can be assigned to many users but the user can be assigned to only one profile at a time.

What are limitations of Free version? How does it differs from Full Paid Version?

Free-version is a limited version and valid for 15 days. After 15 days, application will automatically get locked. In Free Version - user can bulk...

How many salesforce users can use BOFC within an org?

BOFC is an org based app. We have no limit on users within an org.

What does Licence Portability mean?

In case user want to use same licence key for multiple clients, then he can use the key in first client org, after work is finished, this key can d...

Which payment methods do you accept?

BOFC accepts online payments via Credit Card, Debit Card, Netbanking and Paypal. To pay by check, wire transfer or ACH, please call +91 9953170767.

How can I reach out for support and service?

We have a dedicated team of customer support & service available 24 * 7. You can simply contact us via Email, Phone Support and Quick Response.

Can I upgrade my plan at any time?

You can upgrade at any time. For this, you can write to our sales department at [email protected] or call at +91 9953170767 to see how it works f...

How to Compare Multiple Profiles within same or across multiple Salesforce org in few clicks?

IDEA: For any Salesforce Admin or developer, there is a requirement to Mass Compare Multiple Profiles with in same org or across multiple orgs. It would be tedious job to copy and compare each Profile one by one using Salesforce Standard process.

Benefits of using BOFC Application for Comparing Multiple Profiles

Multiple Profiles can be compared in single click in single xls sheet (check sample image for final result)

Few Simple Steps to Compare Multiple Profiles in Salesforce

Step 1. Open the BOFC Home > Click “ Compare Multiple Profiles (side by side)”

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