Slaesforce FAQ

how to remove setup access in salesforce

by Dr. Nelda Feest Published 2 years ago Updated 2 years ago
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In the Quick Find box, enter Personal Information, then select Personal Information. Find App Registration: Salesforce Authenticator, and click Disconnect. Open the Salesforce Authenticator app on your mobile device. In the app list of Connected Accounts, find the account you want to remove.

Salesforce Classic:
  1. Click on "Setup"
  2. Expand the “Manage Users” by clicking the arrow icon before it.
  3. Click on “Profiles”
  4. Select the Profile you want to edit by clicking its name.
  5. Click on “Edit”
  6. Uncheck the “View Setup and Configuration” under the Systems Permission section.
  7. Click “Save”

Full Answer

How do I Turn Off Salesforce connected app access?

In the 'Connected App Access' section, uncheck ' Salesforce for Android ' and ' Salesforce for iOS ' Note: Repeat for each Profile that you want removed from Salesforce app access. Since the retirement, users cannot access Salesforce in a supported way via mobile browser on iPhones, Android phones, and Android Tablets.

How do I access the Salesforce setup menu?

All setup options are all available from the Setup menu. The way you access the Setup menu depends on which Salesforce experience you’re using and on your organization’s user interface settings. Look at the top of any Salesforce page. If you’re using Lightning Experience, click , then select Setup Home.

How to remove “active” from a user name in Salesforce?

As usual, SalesForce made it easy and straightforward to do. Go to “Setup”, and click “Manage Users” – > “Users”. Now, click “Edit” next to a user’s name. Now, deselect “Active” from the user’s name and click “Save.”

How do I set up Salesforce setup home?

If you’re using Lightning Experience, click , then select Setup Home. If you’re using Salesforce Classic and you see Setup in the user interface header, click it. If you’re using Salesforce Classic and you don’t see Setup in the header, click your name, then select Setup.

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Who can access setup in Salesforce?

For example, users with the “View Setup and Configuration” permission can view Setup pages, and users with the “API Enabled” permission can access any Salesforce API. The user permissions available vary according to which edition you have. You can enable user permissions in permission sets and custom profiles.

How do I remove a user profile permission in Salesforce?

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 I enable Setup button in Salesforce?

To enable the improved Setup user interface, from Setup, enter User Interface in the Quick Find box, then select User Interface, then select Enable Improved Setup User Interface.

How do I edit a permission set in Salesforce?

Edit an existing permission setSame first steps for Classic and Lightning as above.Click the 'Permission Set Label'Navigate to the section you want to edit (such as 'App Permission')Click Edit and make required changes.Save.

How do I remove a permission set?

Choose Permission sets. Select the permission set that you want to delete, and then choose Delete. In the Delete permission set dialog box, type the name of the permission set to confirm deletion, and then choose Delete.

How do I remove permissions 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. Click OK to confirm the change, and click Done.

How do I hide setup options in Salesforce?

Lightning Experience:Click the Gear Icon.Click on “Setup”Under “Users” click on Users.Under Users, click on “Profiles”Click on the “Profile” you want to edit.Click on “Edit”Uncheck the “View Setup and Configuration” under the Systems Permission section.Click “Save”

Where is the Setup tab in Salesforce?

Required Editions Look at the top of any Salesforce page. , then select Setup Home. If you're using Salesforce Classic and you see Setup in the user interface header, click it. If you're using Salesforce Classic and you don't see Setup in the header, click your name, then select Setup.

How do I enable view setup and configuration in Salesforce?

Navigate to Setup on the Salesforce Platform A Salesforce Administrator should navigate to Setup > Users > Profiles > Profile > System Permissions and ensure the View Setup and Configuration Permission is ticked.

How do I check permissions in a Salesforce permission set?

A permission set's overview page provides an entry point for all of the permissions in a permission set. To open a permission set overview page, from Setup, enter Permission Sets in the Quick Find box, then select Permission Sets and select the permission set you want to view.

How do I give permission sets in Salesforce?

From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets.Select a permission set, or create one.On the permission set overview page, click Custom Permissions.Click Edit.To enable custom permissions, select them from the Available Custom Permissions list and then click Add. ... Click Save.

What is the difference between profile and permission set?

The difference between Profile and Permission Sets is Profiles are used to restrict from something where Permission Set allows user to get extra permissions.

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