Slaesforce FAQ

how to view a profile page in salesforce

by Ms. Eryn Wiza I Published 2 years ago Updated 1 year ago
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To view the profiles in your organization, from Setup, enter Profiles in the Quick Find box, then select Profiles. Available in: Salesforce Classic (not available in all orgs) and Lightning Experience Available in: Essentials, Professional, Enterprise, Performance, Unlimited, Developer, and Database.com Editions

To open the profile overview page, from Setup, enter Profiles in the Quick Find box, then select Profiles and click the profile you want to view. In the enhanced profile user interface, the Assigned Apps page shows which apps are visible to users with the selected profile.

Full Answer

What is the profile overview page in Salesforce?

In the enhanced profile user interface, the profile overview page provides an entry point for all settings and permissions for a profile. Available in: Salesforce Classic (not available in all orgs) and Lightning Experience Available in: Essentials, Professional, Enterprise, Performance, Unlimited, Developer, and Database.com Editions

How to enable enhanced profile views in Salesforce?

How To Enable Enhanced Profile Views In Salesforce Step 1: Go to Setup > Type “User Interface” in the quick search Setup > User Interface Step 2: Check the box > Enable Improved Setup User Interface

How do I find a user's Salesforce ID?

https://<YourInstanceOrMyDomainHere>.lightning.force.com/lightning/setup/ManageUsers/page?address=%2F 00530000003xqAb %3Fnoredirect%3D1%26isUserEntityOverride%3D1 In each URL above, the User's Salesforce ID is 00530000003xqAb Navigate to the User's Profile. For instructions, see our Manage Profile Lists documentation.

How do I open the profile overview page?

To open the profile overview page, from Setup, enter Profiles in the Quick Find box, then select Profiles and click the profile you want to view.

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How do I see my salesforce profile?

In Salesforce Classic, your profile menu is your name. Same concept in Lightning Experience, although now you're represented by an avatar (1). Click your name to access your profile page, or click Settings to update your personal information (2).

How do you access your lightning experience profile page?

2How do you access your Lightning Experience profile page? A. Open the menu with your name then select My Profile.

How do I change my profile display in salesforce?

Switching between Enhanced Profile Interface and Normal Profile Interface in SalesforceFrom Setup, enter User in the Quick Find box.Select User Management Settings.Enable Enhanced Profile User Interface.

How do you make a tab visible to a profile in salesforce?

In Salesforce ClassicClick Setup | Administration Setup | Manage Users | Profiles.Select the desired tab from the selected tabs or available tabs list.Click Remove or Add to move the tab to the available tabs list or selected tabs list.Click Save.

How do I enable lightning experience for a profile in Salesforce?

Enabling Lightning Access on Profile Level for Custom ProfilesClick on Setup.In Administer, expand Manage Users.Click on Profiles >Select the Profile name.Click on System Permission.Enable Lightning Experience User checkbox.Save.

How do I access Salesforce lightning?

To enable the lightning experience in your Salesforce org, navigate to Setup. Click on Lightning Experience in the left hand pane of the setup page. Go through the recommended features list and enable those settings. Define user permissions to decide who can use the lightning experience.

How do I change my profile layout?

From Setup, enter Profiles in the Quick Find box, then select Profiles.Select a profile.Click View Assignment next to any tab name in the Page Layouts section.Click Edit Assignment.Use the table to specify the page layout for each profile.More items...

What is user profile layout in Salesforce?

The User Profile component shows detailed information about a user. Details include contact information, profile photo, Chatter statistics, topics the user is knowledgeable about, who the user is following, and the user's followers. The User Profile component uses a two-column layout by default.

How do I view old profiles in Salesforce?

1:012:52Salesforce Enhanced Profile User Interface and User Management ...YouTubeStart of suggested clipEnd of suggested clipThe different profile views okay so go to user management settings i'll search for that now in setupMoreThe different profile views okay so go to user management settings i'll search for that now in setup and in user management settings there's several different toggles that you can enable or disable.

Where is tab Settings Salesforce profile?

Original profile user interface—Click Edit, then scroll to the Tab Settings section.

What is tab view Salesforce?

The tab appears in an app's navigation bar. The tab is also available in the App Launcher in Lightning Experience and on the All Tabs page in Salesforce Classic. Individual users can customize their display to hide the tab or make it visible in other apps.

How do I see all the tabs in Salesforce lightning?

Yes, it is a two-step process which is what makes it a bit confusingGo to the Home Page and click the SETUP GEAR ICON >>Under PLATFORM TOOLS >> APPS will appear.Click on APPS and APP MANAGER will appear.Click APP MANAGER >>Within the APP MANGER screen find SALES – Lightning Sales in the List.More items...•

How to open profile overview page?

To open the profile overview page, from Setup, enter Profiles in the Quick Find box, then select Profiles and click the profile you want to view. Assign Record Types and Page Layouts in the Enhanced Profile User Interface. App and System Settings in the Enhanced Profile User Interface. Search in the Enhanced Profile User Interface.

How to find an object in a profile?

To locate an object, tab, permission, or setting name on a profile page, type at least three consecutive letters in the Find Settings box. As you type, suggestions for results that match your search terms appear in a list. Click an item in the list to go to its settings page. Previous. Next.

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