Why should I use more than one profiles salesforce?

395    Asked by Diyatomar in Salesforce , Asked on Mar 1, 2023

 I just started a project at a new company who is configuring a new Salesforce org. I've learned that they are planning on using only one Profile for what currently looks like 3 different personas (each persona has different CRUD needs on various objects).

They are planning on using Permissions Sets to control any/all access to objects. At the moment, the reason for this is "that's the way [our company] does it".

I know enough to know that this is unusual, and may have significant long-term costs that they're not considering (for example, Field Level Security can't be assigned via Permission Set), but need some 'official' list of reasons to use Profiles--along with Permission sets--to control object access for different personas.

Is there a list, for example, of Salesforce features that are only assignable (without code) using Profiles (like FLS)?

Better yet, any Salesforce-sponsored articles explaining why you'd use both, and not just rely on Perm Sets for everything....Or what the best practices are for using either, based on business requirement?

Answered by Aashna Saito

I much prefer this approach, to be honest. Profiles salesforce kept to a minimum and leverage permission sets along with permission set groups. Pretty sure Salesforce themselves would suggest the same now.


In the company I work for we are currently working on reducing our profile count. Some things are stuck to profiles like org-wide-email-addresses being one and page layout assignments. So the approach we have gone with is introducing 2 base profiles, one for our customer-facing side of the business and one for our partner side of the business. Permset groups are then created as per different teams in the business. Out underlining permits, are functionality based, and can be handpicked for the different perm set groups depending on which teams need what functionality.



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