Protect Your Data in Salesforce: Create New Users and Allow a User to Delete Accounts

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Study for the Administrator Certification Exam > Configuration and Setup (15%) > Protect Your Data in Salesforce > Create New Users and Allow a User to Delete Accounts

이 단원에서는 Account를 삭제할 수없는 Profile을 만들어서 사용자에게 할당하고, Account를 삭제하는 권한을 Permission Set으로 만들어서 해당 사용자에게 할당하여 특정집단의 일부만 해당 권한을 부여하도록 하는 방법을 연습합니다.

Enhanced Profile User Interface

보기편하게:

  1. Setup > User Management Settings
    • ✅ Enhanced Profile User Interface

New Profile (No Delete)

Delete권한 없는 프로파일 만들기:

  1. Setup > Profiles
  2. Clone Standard Platform User
    • Profile Name: Standard Profile – No Acct Delete
  3. Save!
  4. Object Settings > Accounts > Edit
    • Uncheck 🔲 Delete
  5. Save!

Login Access Policies

Admin이 다른 사용자계정으로 로그인 할수 있게:

  1. Setup > Login Access Policies
    • ✅ Administrators Can Log in as Any User
  2. Save!

New User

  1. Setup > Users > New User
    • First Name: Maya
    • Last Name: Lorrette
    • Alias: mlorr
    • Email: dama*****77@gmail.com
    • Username: mlorette@wbyellow678.co.kr
    • Nickname: mlorreette
    • Title: Accounts Receivable
    • Department: Sales
    • Role: Western Sales Team
    • User License: Salesforce Platform
    • Profile: Standard Profile – No Acc Delete
    • Time Zone: Pacific Time (America/Los_Angeles)
    • Locale: English (United States)
    • Language: English
  2. Save & New!
    • First Name: Ted
    • Last Name: Kim
    • Alias: tkim
    • Email: dama*****77@gmail.com
    • Username: tkim@wbyellow678.co.kr
    • Nickname: tkim
    • Title: Recruiter
    • Department: Sales
    • Role: Western Sales Team
    • User License: Salesforce Platform
    • Profile: Standard Profile – No Acc Delete
    • Time Zone: Pacific Time (America/Los_Angeles)
    • Locale: English (United States)
    • Language: English
  3. Save!

Salesforce Platform License가 2개밖에 없으므로 방금 만든 2명 Deactivate:

  1. Setup > Users > [Maya Lorrette, Ted Kim] > Edit
    • Uncheck 🔲 Active
  2. Save!
  1. Setup > Users > New User
    • First Name: Noah
    • Last Name: Larkin
    • Alias: nlark
    • Email: dama*****77@gmail.com
    • Username: nlarkin@wbpurple.co.kr
    • Nickname: nlarkin
    • Title: VP Services
    • Department: Customer Support
    • Role: Customer Support, International
    • User License: Salesforce Platform
    • Profile: Standard Profile – No Acc Delete
    • Time Zone: Pacific Time (America/Los_Angeles)
    • Locale: English (United States)
    • Language: English
  2. Save & New!
    • First Name: Amy
    • Last Name: Daniels
    • Alias: tkim
    • Email: dama*****77@gmail.com
    • Username: adaniels@wbyellow.co.kr
    • Nickname: adaniels
    • Title: Sales Engineer
    • Department: Sales
    • Role: Western Sales Team
    • User License: Salesforce Platform
    • Profile: Standard Profile – No Acc Delete
    • Time Zone: Pacific Time (America/Los_Angeles)
    • Locale: English (United States)
    • Language: English
  3. Save!

New Permission Set (with Delete)

  1. Setup > Permission Sets > New
    • Label: Delete Accounts
    • API Name: Delete_Accounts
    • Description: Grants Delete Accounts permission
    • Who will use this permission set(License)? Salesforce Platform
  2. Save!
  3. Object Settings > Accounts > Edit
    • ✅ Read
    • ✅ Edit
    • ✅ Delete
  4. Save!
  5. Manage Assignments > Add Assignments
    • ✅ Noah Larkin
  6. Next, Assign, Done!

Login As Noah Larkin

  1. Setup > Users > Login Noah Larkin
  2. App Launcher > Accounts > All Accounts > [GenePoint] > More > Delete
  3. 화면 최상단 > Log out as Noah Larkin!