Question

Difficulty: EasyUser Management and Provisioning

A Salesforce Administrator needs to provision access for a new sales representative who requires standard Salesforce access along with permissions to manage specialized custom fields. Which TWO administrative actions should the administrator take to fulfill this requirement following Salesforce best practices? (Select TWO)

  1. Assign a standard User Profile that matches the user's core job function.Answer
  2. Create and assign a Permission Set to grant the specific custom field access.Answer
  3. C
    Create a new custom Profile exclusively for this user to grant both base access and custom field permissions.
  4. D
    Add the corporate IP address to Network Access under Security Controls to grant custom field visibility.

Answer

Assign a baseline profile matching the job function and use a permission set to grant the extra custom field access.
According to Salesforce user management best practices, baseline access is established via a profile, while extra access—such as specific field-level security—is granted additively using a permission set.

Step-by-Step Solution

1
Assign the appropriate baseline user profile.
The user receives the appropriate license and core functional access.
Profiles control baseline permissions and license assignment for users.
2
Create and assign a Permission Set for the custom field permissions.
The user receives targeted access to the required custom fields.
Permission sets allow flexible, additive granting of permissions to individual users.

Key Concept

User Provisioning with Profiles and Permission Sets
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