Slaesforce FAQ

how to remove setup option in salesforce

by Mr. Kay Wisozk Published 2 years ago Updated 1 year ago
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How can I Remove Setting option from my Profile view.

  • 1. Click the Gear Icon.
  • 2. Click on “Setup”.
  • 3. Under “Users” click on Users.
  • 4. Under Users, click on “Profiles”.
  • 5. Click on the “Profile” you want to edit.

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 set up my organization in Salesforce?

Salesforce includes many options for setting up, maintaining, and customizing your organization. If you’re a Salesforce administrator or developer, you use the Setup menu frequently. Available in: Salesforce Classic ( not available in all orgs ) and Lightning Experience All setup options are all available from the Setup menu.

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 do I create a new setup page in Salesforce?

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. Enter the name of the Setup page, record, or object that you want in the Quick Find box, then select the appropriate page from the menu.

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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 get setup options in Salesforce?

Look at the top of any Salesforce page.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.

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.

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.

Where is setup in Salesforce lightning?

Navigating Setup From any page in Lightning, you can click the gear icon in the upper right corner and select Setup Home (same place it is in Classic!). You'll notice that this looks different than Classic, but you have access to all the same tools in Lightning with an improved navigation menu at the left.

What is setup object in Salesforce?

Setup objects are those which interacts with metadata like User, Profile, Layout etc. All other object (Standard and Custom) are non setup object. One important note is that we cannot perform DMLs on setup and non setup objects in same transaction.

What is view setup and configuration permission in Salesforce?

User permissions specify what tasks users can perform and what features users can access. 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.

What is modify all permission in Salesforce?

Permissions 'Modify All Data' requires. These permissions will be automatically enabled when you enable 'Modify All Data'; conversely, 'Modify All Data' will be disabled if any of the following permissions are disabled: Read, Create, Edit, Delete, View All, Modify All on all standard and custom objects.

How do I enable view all data permissions in Salesforce?

Once you have the profile open scroll down to Administrative settings (or use Ctrl/Cmd + F to search in the text), find the Modify all data and check the box next to it. Salesforce will automatically check other necessary permissions. Scroll down to the very bottom of the page and click Save.

Can permission set restrict access?

No, permission sets are used to grant additional access as opposed to remove acess.

What is difference between profile and permission set in Salesforce?

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

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.

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