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Tip of the Week

Tip of the Week – Use Permission Sets to Keep Your Data Safe

Though it can be a sensitive subject to tackle, sometimes restricting data access to your users is necessary for security and confidentiality, not to mention peace of mind. Whether the user is new, leaving the business, or any other reason, there is an easy way to disable the user’s ability to export reports in Salesforce.

To do this, start by creating a Permission Set with the “Export Reports” setting checked. Next, remove the “Export Reports” permission from the profile assigned to the user. Finally, assign the Export Reports permission set to all users who should have the ability to Export or Print Reports. Just like that, you can give yourself greater control of your data and how it is shared. If you want to take your permission set game to the next level, try using Session Based Permission Sets too! Use these simple tools to help ensure that your data remains yours.

 

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