Make the rendered attribute user-dependent so it only shows to certain users On the standard layout of object create a new section at the top with blank header and put your VF page there
Full Answer
How do I restrict an object in Salesforce?
Required User PermissionsFrom Setup, enter Profiles in the Quick Find box, then select Profiles, and then select the user profile. ... Click Clone to clone the user profile.Name and save the cloned user profile.Click Object Settings.Click the name of the Salesforce object.Click Edit. ... Save the object settings.More items...
How do I restrict list view in Salesforce?
You may follow the below steps:Click affected Object tab.Click Edit beside the List View.Under "Restrict Visibility" | Check if the List View is: Visible to certain groups of users. Or. ... Make the List View Visible to all users (Includes partner and customer portal users)Click Save.
How do I restrict access to data in Salesforce?
Restrict Data Access with Field-Level Security, Permission Sets, and Sharing SettingsFrom Setup, enter Permission Sets in the Quick Find box, and select Permission Sets.Click New, and enter the details. ... Click Save.Click Assigned Apps in the Apps section, then click Edit.More items...
How do I change the visibility of an object in Salesforce?
Click Edit, then scroll to the Object Permissions section. Original profile user interface—Click Edit, then scroll to the Standard Object Permissions, Custom Object Permissions, or External Object Permissions section.
How do I control listview visibility in Salesforce?
Click the gear icon in the top right and select New under List View Controls.Enter a List Name and Set visibility permissions. If this is a personal view, choose 'visible only to me', and if it's for a team choose either 'visible to all users' or 'visible to certain groups of users'.Set Filtering requirements.
How do I restrict editing access in list view Salesforce?
You can restrict that from Setup. Setup -> User Ineterface and mark 'Enable Enhanced Lists' checkbox as false. Please mark it as best answer it it helps you. Sharing Permissions allowing you to edit the records in the list.
How would you ensure that records of a particular object are visible only to the user and users higher in the role hierarchy?
How would you ensure that records of a particular object are visible only to the user, and users higher in the role hierarchy? Global Insurance has set its account object OWD to private. They do allow acc managers to grant access to other users if required using their own discretion.
How do I create a restriction rule in Salesforce?
Create a Restriction RuleIn Object Manager, click the object name for your restriction rule.In the sidebar, click Restriction Rule, and then click Create a Rule.Enter the rule's name and full name. ... To have the rule take effect upon saving, select Active.More items...
How do I hide a field in Salesforce?
All you have to do now is find the field you'd like to hide and click, hold, and drag it up to the box of fields at the top of the page (so that you see the green ✅ appear), then release. And you're all set, the field is now hidden from the page layout!
How do I see custom objects in Salesforce lightning?
To view all standard and custom objects that are available to you in your org, click the plus icon (+). To see the records for a particular object, click the record's tab. View, edit, and create records from a list.
Where is object settings in Salesforce?
Find Profiles in Setup. Select a profile and then click Object Settings. Click Edit to see its settings. Set the most restrictive settings and permissions you can for this user type, and save.
How do you make an object tab visible in Salesforce?
In Salesforce Lightning Experience UIClick the gear icon | Setup.Go to Object Manager.Click the name of the object.Click "Edit"In the section "Deployment Status", ensure it is set to "Deployed" then save.
What is a ROLE in Salesforce?
ROLES in Salesforce are used to govern which RECORDS a user can see, and PROFILES are used for PERMISSIONS (over object types, fields etc.)
Can you create a permission set specifically giving access to those fields?
You could create a permission set specifically giving access to those fields, this will allow you to grant access independant of a certain profile.
Business Problem
- Devohne Mays, Operations Manager at Sunshine Cupcakes, meets with Salesforce Admin Addison Dogster. Devohne tells Addison that he would like certain fields, actions, and components to only show to a select group of employees — sales associates (those who can actually process cupcake orders) and managers — when they view a cupcake order. Currently, th…
The Solution
- In the Sunshine Cupcakes org, sales associates and managers are represented by two profiles. Addison thinks this is the perfect use case for custom permissions and component visibility filters in the Cupcake Order Lightning record page. While she could easily apply the component visibility filter condition on both profiles, Addison thinks about the maintenance ramifications of specifyi…
Business Results
- Sometimes, there are actions, data, or other things you don’t want to show all users in your org. Be security-minded and apply least privilege access to all the things in your org. When you need to selectively show actions, fields, or components to some users and want to hide them for others, consider whether it makes sense to use custom permission...
Now, It’S Your Turn!
- Now that you know how to configure a custom permission and use it in conjunction with component visibility to show an action, field, or component on a Lightning record page, I want you to try this solution yourself. You can also dynamically show components on a flow screen using custom permissions and component visibility. Take custom permissions for a spin! Share how y…
Resources
- Salesforce Admins Video: Did You Know? Use Custom Permissions to Display a Screen Flow
- Salesforce Security Guide: Custom Permissions
- Salesforce Admins Blog: Why You Should Avoid Hard Coding and Three Alternative Solutions
- Salesforce Admins Blog: Why You Should Add Custom Permissions to Your #AwesomeAdmin Tool Belt