For deleting profile, (you can only delete custom profiles) go to setup --> Profiles --> List of profiles. On list view you will find the first column as Action, from where you can delete the profile. Please note there should be no users present in system who are assigned to profile that you want to delete.
How do I create a user profile report in Salesforce?
Start by creating a new report on “Users. ” It should pull in the fields we need automatically, but if not we’ll need (First Name, Last Name, Username, Active, Last Login). Let’s add “Profile” as a grouping, change the Filters for “View” to “All Users” (instead of just active users) and refresh the report.
How do I delete a custom profile from a community?
After removing all users from a custom profile and find you can't delete it because it's being used in a Community. To remove that profile from Communities, go to setup --> customize --> communities -->all communities --> choose "manage" next to the community you believe the profile is linked to.
What can you do with a user license in Salesforce?
View Your Salesforce Org’s Usage-Based Entitlements Enable a Feature License for a User Database.com User Licenses Enable Enhanced Profile List Views Manage Your Contracts with the Your Account App Password Policy Fields in Profiles Get Support with the Your Account App Work in the Enhanced Profile User Interface Page
What are profiles and permission sets in Salesforce?
Profiles and Permission Sets work together to determine which objects users can access and what actions they can perform inside Salesforce. These features are critical to Salesforce security but overtime, it can be easy to end up with too many Profiles and Permission Sets, including some that are no longer relevant.
Can I delete a profile in Salesforce?
Salesforce lets you deactivate users, but not delete them outright. The reason is because a user can own accounts, leads, and groups, and can be on multiple teams. Removing a user from Salesforce affects many processes in the org.
How do I delete a custom profile?
How do I delete a Custom Profile?From your list of friends, locate the Custom Profile you wish to delete and swipe to the left on their name. "Delete" will appear, allowing you to delete the profile.Navigate to the custom user's profile page you wish to delete.
How do I edit a custom profile in Salesforce?
Click Gear icon | Setup | Users | Users.Find the User you want to edit.Click Edit next to the User's name.In the right-hand column of the User information, select your preferred profile type.Click Save.
How do I remove a user profile permission in Salesforce?
Required Editions and User Permissions In the Permission Set Group detail page, under Permission Sets, click Permission Sets in Group. Select the permission sets that you want to remove from the group. Click Remove Permission Sets.
How do I delete a Salesforce account?
0:001:16How to Delete / Deactivate a Salesforce Account / Org ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo let me go into my salesforce org that i wish to deactivate. And then i'll go into companyMoreSo let me go into my salesforce org that i wish to deactivate. And then i'll go into company information. And then here's a button to deactivate org. And to deactivate you just click deactivate.
How do I delete a custom contact?
Deleting a Custom Contact FieldGo to your Contact List.Click the More actions drop-down menu and select Manage Custom Fields.Hover over the field you want to delete and click the Delete icon .Click Delete to confirm.Click Done.
Can we edit profile in salesforce?
From Setup, enter Profiles in the Quick Find box, then select Profiles. Select the profile you want to change. On the profile detail page, click Edit.
What is custom profile in salesforce?
There are two major types of user profiles in Salesforce – standard profiles and custom profiles. While a standard profile is a profile already provided by Salesforce, a custom profile can be created by the users based on their specific requirements.
Can I change my profile in salesforce?
Most users can update their own personal information and email preferences on the My Profile page. Only an admin can update a Sales user's profile or change a user's role.
How do I remove a user's permission set?
From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets.Select a permission set.In the permission set toolbar, click Manage Assignments.Select the users to remove from this permission set. ... Click Remove Assignments.More items...
How do you delete a permission set?
Delete an existing permission set From the list of Permission Sets, click the 'Del' action before the Permission Set Label that you want to delete. Click 'Ok' on the warning message that appears.
How do I delete permissions in Salesforce?
In the Apps section, click Object Settings and select Accounts. Click Edit and select the Delete checkbox under Object Permissions. Note: Edit and Read will be automatically checked. Click Save and select Manage Assignments.
Step 1: Delete Unused Profiles and PermSets
The first and easiest step in cleaning up Profiles and PermSets in your org is to identify which are simply not being used. These are Profiles and PermSets that have no active users assigned to them. At the same time, let’s get an overall picture of how many Users are assigned to each Profile.
Step 2: Proper Naming Conventions
Now that we have removed unused Profiles and PermSets, we should better organize the remaining ones we intend to keep using. One of the easiest ways to prevent Profiles and PermSets from getting being unncessarily created (either by you or a fellow admin) is to have each of them properly named.
Step 3: Combine Similar Profiles and Convert Profiles to Permission Sets
With the unused Profiles and PermSets removed from the org, and all of them properly named, we are finally in a great place to begin consolidating what’s left.
Think About the Future
After this 3 step process, your org should be left with a clean list of Profiles and Permission Sets.