LESSON 52 / 60
5 minSeparate creating from editing records
Create permits adding a new record; Edit permits changing an existing record.
- 1Understand
- 2Guided practice
- 3On your own
THE IDEA
Separate creating from editing records
Create permits adding a new record; Edit permits changing an existing record. A role can need one capability without needing every other capability.
Read the access request carefully and set each operation explicitly. This lesson practices object permission configuration rather than claiming to model every Salesforce security layer.
Builds on Grant only the access needed
A WORKED EXAMPLE
A simple example
A data-entry role can be allowed to read and create leads while an administrator retains edit and delete responsibilities.
A common mistakeRead plus Create does not mean Edit and Delete should also be enabled.
Words you’ll use in this lesson
- Permission set
- A group of access permissions granted for a purpose.
- Object
- A kind of information, such as Accounts or Leads.
- Record
- One saved item in an object, such as one company or one person.