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Zorluk: OrtaProfiles and Object/Field-Level Security

A healthcare company needs to restrict visibility of a sensitive custom field, Patient_Social_Security_Number__c, on the Contact object. Currently, all internal staff share a single Custom Standard Staff profile that grants Read and Edit access to this field. Management requires that only two Compliance Officers retain access to view and edit this field, while all other staff lose access. What is the recommended, scalable security solution an administrator should implement to fulfill this requirement?

  1. A
    Clone the Custom Standard Staff profile to create a Compliance Staff profile with access to the field, remove access from the original profile, and reassign the two Compliance Officers to the new profile.
  2. Remove Read and Edit access for the field on the Custom Standard Staff profile, create a Permission Set granting Read and Edit access to the field, and assign the Permission Set to the two Compliance Officers.Cevap
  3. C
    Hide the field component on the Contact Lightning Record Page using Dynamic Forms visibility rules based on the user's assigned role.
  4. D
    Configure Profile Login IP Ranges on the Custom Standard Staff profile to restrict access to the field based on network location.

Cevap

Remove Read and Edit access for the custom field on the profile level, create a Permission Set granting access to the field, and assign that Permission Set to the two compliance users.
In Salesforce security architecture, Field-Level Security (FLS) set at the profile level defines the baseline access for all users assigned to that profile. When only a small subset of users requires elevated access to a sensitive field, standard best practice dictates removing FLS access from the base profile and assigning a Permission Set with FLS access to the specific users.

Adım Adım Çözüm

1
Modify Field-Level Security (FLS) on the base profile
Uncheck Read Access and Edit Access for Patient_Social_Security_Number__c on the Custom Standard Staff profile so no users inherit access by default.
Security best practice requires setting the baseline access to the most restrictive level needed across the user population.
2
Create a new Permission Set
Define a Permission Set specifically for sensitive compliance field access and grant Read and Edit FLS permissions for Patient_Social_Security_Number__c on the Contact object.
Permission Sets provide additive permissions for specific user requirements without requiring dedicated profiles.
3
Assign the Permission Set to target users
Assign the created Permission Set to the two designated Compliance Officers.
This grants access selectively to only those users who require it while maintaining a clean, scalable profile architecture.

Anahtar Kavram

Profiles establish baseline access (most restrictive), while Permission Sets grant additive access to specific users.
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