Question

What is the solution to the following scenario?

Cosmic Travel Solutions would like to use Salesforce to manage organizational data. The sales users of the company need the ability to view the records of certain custom objects like 'Employee' and view and edit the records of other custom objects like 'Accomodation'. They also need certain administrative and user permissions like 'ActivateOrders' and 'Report Builder (Lightning Experience)'. A custom profile needs to be created and assigned to the sales users, but the 'Standard User' profile that will be cloned for this use case provides the ability to access Quotes which have been disabled in the org. The administrator would like to ensure that any features or permissions that have been disabled or are not accessible to the org are not available in the new custom profile.Scenario and Solution

Answer 1

To create a custom Salesforce profile for Cosmic Travel Solutions, clone the 'Standard User' profile, rename it, adjust object permissions, and ensure administrative and user permissions like 'ActivateOrders' and 'Report Builder' are appropriately set, while ensuring disabled features like 'Quotes' remain inaccessible.

Step-by-step explanation:

The solution to creating a custom profile in Salesforce for Cosmic Travel Solutions involves cloning the 'Standard User' profile and then modifying it to fit the organization's requirements. The steps include:

1. Go to Setup, enter Profiles in the Quick Find box, then select Profiles.
2. Clone the 'Standard User' profile.
3. Rename the cloned profile to something relevant, like 'Sales Custom Profile'.
4. Adjust the object permissions by setting the 'Employee' object to read-only and the 'Accomodation' object to read and edit as needed.
5. Under Administrative Permissions, ensure to select permissions such as ActivateOrders and Report Builder (Lightning Experience).
6. Make sure to disable or uncheck any permissions related to the 'Quotes' feature, as it has been disabled in the organization.

These steps will ensure that the sales users have the appropriate level of access to the records and system permissions while adhering to the organizational constraints.