Here are some things you can do if you are a new admin and need to manage field level visibility for a profile:

  1. Understand field level visibility. Field level visibility (FLV) is a feature that allows you to control which users can see and edit specific fields in Salesforce. This can be useful for a variety of reasons, such as protecting sensitive data or preventing users from making unauthorized changes to records.
  2. Identify the fields that need to be restricted. The first step is to identify the fields that need to be restricted. This will depend on the specific needs of your organization. For example, you may need to restrict access to sensitive data, such as credit card numbers or Social Security numbers. Or, you may need to restrict access to fields that are used to make changes to records, such as the “close date” field on opportunities.
  3. Set the FLV permissions. Once you have identified the fields that need to be restricted, you can set the FLV permissions. You can do this in the Setup menu under Administration > Field Level Security.
  4. Test the changes. Once you have set the FLV permissions, it is a good idea to test the changes to make sure that they are working as expected. You can do this by logging in as a user who has the restricted access and trying to view or edit the restricted fields.

Here are some additional tips for managing FLV:

  • Use the enhanced profile user interface. The enhanced profile user interface (UI) makes it easier to manage FLV. To enable the enhanced UI, go to Setup > User Management Settings > Turn on Enhanced Profile User Interface.
  • Use the field accessibility menu. The field accessibility menu is a quick way to view and change the FLV permissions for a field. To access the field accessibility menu, open a record and click the Field Level Security button in the upper-right corner of the field.
  • Use the API or Metadata API. If you need to manage FLV programmatically, you can use the Salesforce API or Metadata API.

How to Test Field Level Visibility Changes as a Delegated Administrator

Field level visibility (FLV) is a feature that allows you to control which users can see and edit specific fields in Salesforce. This can be useful for a variety of reasons, such as protecting sensitive data or preventing users from making unauthorized changes to records.

As a delegated administrator, you may be responsible for testing FLV changes. To do this, you can follow these steps:

  1. Log in to Salesforce as a user who has the restricted access.
  2. Try to view or edit a record that contains a field that has been restricted.
  3. If you are unable to view or edit the field, the FLV changes have been applied successfully.

If you are able to view or edit the field, the FLV changes have not been applied successfully. In this case, you can try the following:

  • Check the FLV settings to make sure that the correct fields have been restricted.
  • Log out and log back in to Salesforce.
  • Contact Salesforce support for help.

By testing FLV changes, you can help to ensure that your data is secure and that your users have the appropriate access to Salesforce data.

Here are some additional tips for testing FLV changes:

  • Test the changes with a variety of users. This will help you to catch any unexpected problems.
  • Test the changes in different contexts. For example, you should test the changes when viewing a record, editing a record, and viewing a list of records.
  • Test the changes with different types of data. For example, you should test the changes with text, numbers, and dates.

By following these tips, you can help to ensure that your FLV changes are working as expected.

Here are some additional tips for delegated administrators:

  • Be familiar with the FLV settings. The FLV settings are located in the Setup menu under Administration > Field Level Security.
  • Be aware of the different types of FLV permissions. There are three types of FLV permissions: View, Edit, and Create.
  • Be able to troubleshoot FLV problems. If you encounter problems with FLV, you can contact Salesforce support for help.

Monitoring Changes to Profiles

As a new administrator, it is important to monitor changes to profiles. This will help you to ensure that your users have the appropriate access to Salesforce data.

There are a few ways to monitor changes to profiles:

  • Use the Setup Audit Trail. The Setup Audit Trail tracks changes made to profiles. You can access the Setup Audit Trail in the Setup menu under Administration > Setup Audit Trail.
  • Set up email notifications. You can set up email notifications to be sent whenever a change is made to a profile. To do this, go to Setup > Email Notifications and select the Profile Changes option.
  • Use a third-party tool. There are a number of third-party tools that can be used to monitor changes to profiles. These tools can provide additional features, such as the ability to track changes to field level security and permission sets.

By monitoring changes to profiles, you can help to ensure that your users have the appropriate access to Salesforce data and that your data is secure.

Here are some additional tips for monitoring changes to profiles:

  • Review the Setup Audit Trail regularly. The Setup Audit Trail can be a helpful tool for tracking changes to profiles. However, it is important to review the Setup Audit Trail regularly to ensure that you are aware of all changes that have been made.
  • Set up email notifications for profile changes. Email notifications can be a helpful way to stay up-to-date on changes to profiles. However, it is important to note that email notifications may not be sent for all changes to profiles. For example, email notifications will not be sent for changes made by a delegated administrator.
  • Use a third-party tool. Third-party tools can provide additional features, such as the ability to track changes to field level security and permission sets. These tools can be a valuable asset for monitoring changes to profiles.

By following these tips, you can help to ensure that you are using FLV effectively as a new administrator.