Skip to main content

 

 

DealerTeam

How to Restrict Visibility of 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. In this example we will restrict sales consultants from seeing cost and gross figures, while maintaining access to the deals object.

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

 

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

 

Step One: Navigate to the Profile Settings

  1. From Setup enter Profiles in the quick search area.
  2. Click Profiles.
  3. Click Sales Consultant.

1 How to Restrict Visibility Cost and Gross figures- profile settings.png

 

Step Two: Set Custom Field Level Security on Objects 

  1. Under the Custom Field-Level Security section click View next to desired object.

2 How to Restrict Visibility Cost and Gross figures- object.png

 

  1. Click Edit.

3 How to Restrict Visibility Cost and Gross figures- edit btn.png

 

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

4 How to Restrict Visibility Cost and Gross figures- fls.png

 

  1. Click Save.

5 How to Restrict Visibility Cost and Gross figures- save btn.png

 

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