Field Permissions

The Field Permissions tool in Crudspace.io provides a powerful interface for managing field-level security in Salesforce. This feature allows administrators to control which users can see and edit specific fields on objects.

Overview

Field-level security is a critical aspect of Salesforce security that determines which fields users can view and edit. The Field Permissions tool simplifies this management process by providing:

• A consolidated view of field permissions across profiles and permission sets
• Bulk editing capabilities for field permissions
• Intelligent field dependency management
• Advanced filtering and search capabilities

Accessing Field Permissions

To access the Field Permissions tool:

1. Log in to Crudspace.io
2. From the left sidebar, click on "Field Perms"

Interface Components

The Field Permissions interface consists of:

Filter Panel

The left sidebar contains filters to help you focus on specific sets of fields:

• Profiles Selector: Choose which profiles to include
• Permission Sets Selector: Choose which permission sets to include
• SObject Selector: Filter by specific Salesforce objects
• Field Selector: Filter by specific fields

Permissions Table

The main area displays a table of field permissions with the following columns:

• Field Name: The name of the Salesforce field
• Parent Object: The object that contains the field
• Parent Profile/Permission Set: The profile or permission set that contains these permissions
• Read Access: Whether read access is granted
• Edit Access: Whether edit access is granted

Action Buttons

• New: Create new field permissions
• Save: Save changes to modified permissions
• Delete: Remove selected permissions
• Refresh: Reload the current view

Working with Field Permissions

Viewing Field Permissions

1. Select the profiles and/or permission sets from the filter panel
2. Choose the objects and fields you want to view
3. The table will display matching field permissions

Modifying Field Permissions

1. Select the rows you want to modify in the table
2. Click the checkboxes in the Read and Edit columns to enable or disable specific permissions
3. Click "Save" to apply your changes

Creating New Field Permissions

1. Click the "New" button
2. In the dialog that appears:
   • Select the target profiles or permission sets
   • Choose the object and fields
   • Set the desired read and edit permissions
3. Click "Create" to add the new permissions

Dependent Field Permissions

Crudspace.io automatically handles field dependencies. For example:

• If a field is not readable, it cannot be editable
• If a parent object is not readable, its fields cannot be readable
• If you enable read access on a field, Crudspace.io can automatically enable read access on the parent object

Advanced Features

Field Search

Use the search box to quickly find specific fields across objects:

1. Enter a search term in the field search box
2. The table will filter to show only matching fields

Row Limit Management

Control how many rows are displayed at once to improve performance:

1. Use the row limit dropdown to select how many rows to display
2. Choose between 100, 500, 1000, or All rows

Permission Dependency Validation

The tool automatically validates permission dependencies to prevent invalid configurations:

1. When you try to create an invalid permission setup, the system will warn you
2. Automatic fixes can be applied to resolve dependency issues

Best Practices

• Start with Profiles: Begin by setting permissions at the profile level, then use permission sets for exceptions
• Use Bulk Operations: Take advantage of the bulk editing capabilities to save time
• Regular Audits: Periodically review field permissions to ensure they align with your security model
• Field Groups: When possible, work with fields from the same object at once to maintain consistency

Related Documentation

• SObject Permissions
• Permission Sets & Groups
• Object Metadata