Blog Layout

The quickest way to manage field level security

Mike Arthur • Mar 24, 2016

Use schema builder to manage field permissions

If you need to manage field level security for a lot of fields, it can add up to a lot of clicks if you go via the field definitions or via the profiles.

It can be done quickly via schema builder - here's how:

In 'Setup Search' type 'Schema':

Wait - you don't know what schema builder is? It is truly wondrous. Go here to find out more about schema builder. Please.

Ok, where were we? Oh yes, click 'Clear All' then search for the object whose fields you want to manage:

Right click on the field whose permissions you want to alter, click 'Manage Field Permissions' and you can set the permission for each profile:

If you need to do this for a lot of custom fields, you don't need to remember which fields are custom and which are standard because if you right click on a standard field you don't get the option to set field permissions, so just blast through them all!

My Blog of Salesforce Stuff

by Mike Arthur 16 Oct, 2021
'XHR Failed' error when trying to install VS Code extension
by Mike Arthur 09 Jun, 2020
What is $A (dollar A) in Lightning Aura component framework? Is it a global variable? Where are the docs for $A?
by Mike Arthur 08 May, 2020
Authorise a Salesforce Connected App using OAuth 2.0 JWT Bearer Flow
by Mike Arthur 26 Apr, 2020
REST API Connection to Salesforce Connected App Using OAuth 2.0 Authentication from Postman
by Mike Arthur 23 Mar, 2020
How to create a Lightning tab menu with dropdown sub-menu
by Mike Arthur 27 Nov, 2018
How to show a month by month trend chart with multiple years on same chart
by Mike Arthur 06 Nov, 2018
What to do if you receive emails about expiring certificates
22 Aug, 2018
Process json strings when working with integrations
by Mike Arthur 22 Aug, 2018
If you're switching email accounts you can copy appointments from one calendar to the other
by Mike Arthur 22 Aug, 2018
When you search in Outlook 2016, how do you see in which folder you filed an email in the results?
More posts
Share by: