Salesforce profile and permission management
Secure access to your CRM and make sure each user sees the right data and can take the right actions, at the right level.
- Users
- Profiles
- Permission sets
- Access
- Audit
Access management
- TMThomas MartinProfile: SalesReadCreateEdit
- ÉBÉlodie BernardProfile: ManagerReadCreateEdit
- LPLucas PetitProfile: Read onlyReadCreateEdit
- Secure accessProtected, properly segmented data
- The right permissionsAccess aligned with responsibilities
- Fewer blockersAutonomous, efficient users
Precise control of access in your Salesforce CRM
We help you structure your users, profiles and permissions for a secure, clear environment that fits your organisation.
User management
Creating, updating and organising your users (by team, role, entity...).
Profiles and roles
Profiles that fit your needs (e.g. Sales, Manager, Read only) and a structured role hierarchy.
Permission sets
Extra permissions granted flexibly and precisely, without changing existing profiles.
Access audit
Analysis and review of existing permissions to find gaps, unnecessary access and risks.
An employee can no longer reach the right records
Since a reorganisation, a user can no longer see their team's opportunities.
- The problemThe user only sees part of the records they need (e.g. their team's opportunities).
- The solutionAnalysis of their profile, permission sets and sharing rules, then adjusted permissions and record access.
- The resultThe user's full access to their scope is restored, with no excess permissions.
Before
Access to opportunities
- My accounts
- My team
- Whole company
After
Access to opportunities
- My accounts
- My team
- Whole company
How does an engagement work?
Simple, structured support, from analysis to approval.
- 1
Gathering the need
We discuss your rules, the users concerned and the expected access level.
- 2
Access audit
We analyse the existing profiles, permission sets, roles and sharing rules.
- 3
Adjustments
We configure or adapt permissions (profiles, permission sets, sharing) to your needs.
- 4
Approval
We test access with you and confirm that each user sees the right data.
Good practice for your permissions
Simple principles for efficient, secure and lasting access.
Least privilege
- Grant only the permissions needed.
- Limit sensitive access.
Clarity and consistency
- Clear, well-named profiles.
- Simple, understandable permission assignment.
Scalability
- Permission sets for more flexibility.
- A structure that adapts to your teams and your growth.
Security
- Access audited regularly.
- Unnecessary or obsolete permissions removed.
Frequently asked questions
Answers to the most common questions about profiles and permissions.
Each user has one profile, which sets their baseline permissions. Permission sets add extra permissions à la carte, without changing the profile.
Salesforce recommends keeping profiles to a minimum and granting access mainly through permission sets, which are easier to assign and remove.
Yes, with Organization-Wide Defaults, the role hierarchy, sharing rules and account or opportunity teams.
With an access review: profiles, permission sets and sensitive permissions (delete, export, "Modify All"), compared with what the person actually needs.
Tell us about your access management need
Profiles, permission sets, users or a permission audit: we advise you and put the right solution in place.