Where can I find detailed instructions to configure field-level security in Salesforce?
Refer to Salesforce’s official documentation on Set Field Permissions in Permission Sets and Profiles. Ensure that you apply the required field-level security settings, including read and edit permissions, for all necessary fields as mentioned above.
Option | Description | References | Label Note |
Profiles | Useful for setting field-level security for a group of users with similar roles. Changes apply to all users assigned to that profile. | Select Visible only | |
Permission Sets | Salesforce recommends this approach because it allows you to reuse smaller permission set components, reducing the need to create numerous profiles for each user and job function. For more information, see Permissions Sets in Salesforce Help. | Enable Read Access and Edit Access |