Salesforce Exam ADX-201: Profile vs. Role Differences

Profile vs. Role Differences

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Question

FILL BLANK - How does a Profile differ from a Role?

Explanations

See the answer below.

Profile controls what a user can do (read, create, edit, delete) with records.

A Profile and a Role are both used in Salesforce to control access and permissions for users, but they serve different purposes.

A Profile is a collection of settings and permissions that define what a user can see and do in Salesforce. Profiles control object and field level security, record types and page layouts, and also determine which tabs, objects, and apps are visible to the user. In other words, a Profile defines the overall user experience and functionality.

A Role, on the other hand, is used to control access to data. Roles define the hierarchy of an organization, and allow administrators to grant access to data based on that hierarchy. Users at higher levels in the hierarchy can see and edit data owned by users at lower levels, but not vice versa. Roles also allow for the creation of sharing rules to grant access to data outside of the hierarchy.

To summarize, a Profile determines what a user can do in Salesforce, while a Role determines what data they can see and edit.