Visualforce Permissions

Manage access to Visualforce pages in Salesforce with Crudspace.io

Visualforce Permissions

The Visualforce Permissions tool in Crudspace.io provides administrators with an efficient way to manage access to Visualforce pages within Salesforce. This feature streamlines the process of controlling which profiles and permission sets can access specific Visualforce pages.

Overview

Visualforce page security is essential for controlling which users can view and interact with custom UI components. The Visualforce Permissions tool offers:

  • A consolidated view of Visualforce page permissions across profiles and permission sets
  • Bulk editing capabilities for Visualforce permissions
  • Easy assignment of multiple Visualforce pages to profiles or permission sets
  • Advanced filtering and search options

Accessing Visualforce Permissions

To access the Visualforce Permissions tool:

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

Interface Components

Filter Panel

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

  • Profiles Selector: Choose which profiles to include
  • Permission Sets Selector: Choose which permission sets to include
  • Visualforce Pages Selector: Filter by specific Visualforce pages

Permissions Table

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

  • Visualforce Page Name: The name of the Visualforce page
  • Parent Profile/Permission Set: The profile or permission set that contains these permissions
  • Enabled: Whether access to the Visualforce page is granted

Action Buttons

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

Working with Visualforce Permissions

Viewing Visualforce Permissions

  1. Select the profiles and/or permission sets from the filter panel
  2. Optionally, select specific Visualforce pages to filter the results
  3. The table will display all matching Visualforce page permissions

Modifying Visualforce Permissions

  1. Select the rows you want to modify in the table
  2. Click the checkboxes in the Enabled column to grant or revoke access
  3. Click "Save" to apply your changes to Salesforce

Creating New Visualforce Permissions

  1. Click the "New" button
  2. In the "Create Visualforce Permissions" dialog:
    • Select the target profiles or permission sets
    • Select the Visualforce pages to add permissions for
    • Enable access as needed
  3. Click "Create" to add the new permissions

Deleting Visualforce Permissions

  1. Select the permissions you want to remove in the table
  2. Click "Delete"
  3. Confirm the deletion in the dialog
  4. The permissions will be removed from Salesforce

Bulk Operations

The Visualforce Permissions tool supports bulk operations to efficiently manage permissions:

Bulk Assign

  1. Click "New" to open the creation dialog
  2. Select multiple profiles or permission sets
  3. Select multiple Visualforce pages
  4. Set the desired access level
  5. Click "Create" to apply the permissions in bulk

Bulk Modify

  1. Use the column headers to select all rows
  2. Or use the checkboxes to select specific rows
  3. Modify the Enabled status for all selected rows at once
  4. Click "Save" to apply all changes

Advanced Features

Search and Filter

Use the search functionality to quickly find specific Visualforce pages:

  1. Enter a search term in the Visualforce Page filter
  2. The list will filter to show only matching pages

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

Security Considerations

  • Public Access: Be careful when granting access to Visualforce pages that contain sensitive data
  • Controller Access: Remember that users also need access to the Apex controllers used by Visualforce pages
  • Integration with Page Layouts: Consider how Visualforce pages are integrated into page layouts when managing permissions
  • Community/Portal Access: Pay special attention to Visualforce pages accessible to external users

Best Practices

  • Organize by Function: Group Visualforce pages by function when assigning permissions
  • Regular Audits: Periodically review Visualforce permissions to ensure they align with your security requirements
  • Test After Changes: After making permission changes, test to ensure users can still access necessary pages
  • Document Access Patterns: Maintain documentation of which profiles and permission sets have access to critical Visualforce pages

Related Documentation

Apex PermissionsCustom Permissions