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DealerTeam

How to Restrict Visibility: Cost and Gross figures

Goal

Set field-level security for any Profile and restrict visibility to fields within an object for users under that profile.

After reading this article you will be able to 

  • Navigate to the Profile settings
  • Restrict Visibility for different profiles
  • Set custom field-level security on objects

In this example:

  • Restrict sales consultants from seeing cost and gross figures, while maintaining access to the Deals object.

Attention Users,
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Salesforce Classic

Step One: Navigate to the Profile Settings

 1. Click Setup 

step 1.1.png

 2. Click the dropdown button next to Manage Users

 3. Click Profiles

step 1.2 1.3.png

 4. Click on the profile name Sales Consultant

Note:

  • Do not click Edit
  • When selecting a profile click the letters on top to filter results

 5.  In the Field-Level Security section click the View button next to the Deal object 

Note: Field Level Security is located under the Page Layouts section

 6. Click the Edit button

Step Two: Custom Field Level Security on Objects 

  1. Remove the check marks fields related to cost and gross figures in both the Read and Edit access columns.

set field level security

Note: Any user with the profile Sales Consultant will no longer have permission to see these fields when looking at a Deal.

 2. When finished click Save.