Granting Access to Custom Objects in Salesforce for Standard Users | CRT101 Exam Prep

Granting Access to Custom Objects

Question

In a company,all users are using the Standard User profile in Salesforce.

You have recently created a custom object; going forward, some users will require access to that object.

How would you grant the required access to users?

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

Correct Answer: B

You can't edit the object permissions on a standard profile.

However, you can clone an existing profile, and use that as the basis for a new profile, adjusting the apps and system settings as needed.

Every organization includes standard profiles.

In Professional, Enterprise, Unlimited, Performance, and Developer Editions, you can use standard profiles or create, edit, and delete custom profiles.

In organizations, where you can't create custom profiles (such as Contact Manager and Group Editions), you can assign standard profiles to your users, but you can't view or edit them.

Other options are incorrect because you can't edit the object permissions on a standard profile.

Reference:

The correct answer is D. Create a permission set granting access to the object, assign it to relevant users.

Explanation:

In Salesforce, profiles are used to control what a user can do within the organization. Profiles are used to control access to objects, fields, tabs, and other features. When a user is assigned a profile, they inherit the access settings of that profile. In this scenario, all users are using the Standard User profile, and some users need access to a custom object. Modifying the Standard User profile to grant access to the custom object may not be ideal, as it could impact all users with that profile. Instead, the recommended approach is to create a permission set granting access to the custom object and assign it to relevant users.

A permission set is a collection of settings and permissions that grant additional access to a user. Permission sets can be used to extend a user's access beyond their profile settings. In this scenario, creating a permission set with access to the custom object will enable relevant users to access the object without modifying the Standard User profile. The permission set can be assigned to individual users or groups of users, providing flexibility in granting access.

Option A, "Set access on the custom object in order to grant access to the users," is not entirely accurate. Setting access on the custom object alone will not grant access to users. Access to the object must be granted through a profile or permission set.

Option B, "Create a new profile, granting relevant access to the object, assign it to the relevant users," is also a viable solution. However, creating a new profile for a specific object may result in profile proliferation and maintenance overhead. Permission sets offer a more flexible and targeted approach to granting access.

Option C, "Modify the Standard User profile to grant relevant access to the object," is not recommended, as it could impact all users with that profile. Modifying a profile should be done with caution and should only be done when necessary.

In summary, the recommended approach is to create a permission set granting access to the custom object and assign it to relevant users.