How to Change profile View in Salesforce

View and Edit Tab Settings in Permission Sets and Profiles

1. From Setup, either:Enter Permission Sets in the Quick Findbox, then select Permission Sets, orEnter Profiles in the Quick Find box, thenselect Profiles
2. Enter Permission Sets in the Quick Findbox, then select Permission Sets, or
3. Enter Profiles in the Quick Find box, thenselect Profiles
4. Select a permission set or profile.
5. Do one of the following:Permission sets or enhanced profile user interface—In the Find Settings... box, enter the name of the tab you want and select it from thelist, then click Edit.Original profile user interface—Click Edit, then scroll to the TabSettings section.
6. Permission sets or enhanced profile user interface—In the Find Settings... box, enter the name of the tab you want and select it from thelist, then click Edit.
7. Original profile user interface—Click Edit, then scroll to the TabSettings section.
8. Specify the tab settings.
9. (Original profile user interface only) To reset users’ tab customizations to the tab visibility settings that you specify, select Overwrite users' personal tab customizations.
10. Click Save.

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Related Questions

• Set Field Permissions in Permission Sets and Profiles
• Edit ObjectPermissions in Profiles

Salesforce has two profile interfaces. Depending on which profile user interface is enabled in your organization, you can:

Working in the Enhanced Profile User Interface Overview Page

Enhanced profile user interface profile overview page provides an entry point for all of the settings and permissions for a single profile. To open the profile overview page, from Setup, click Manage Users -> Profiles and click the profile you want to view.
From the profile overview page, you can:
   --> Search for an object, permission, or setting.
   --> Clone the profile.
   --> If it's a custom profile, delete the profile by clicking Delete.
   --> Change the profile name or description by clicking Edit Properties.
   --> View a list of users who are assigned to the profile.
   --> Under Apps and System, click any of the links to view or edit permissions and settings.

Working with Profiles in the Original Profile Interface

To view a profile, from Setup, click Manage Users -> Profiles, then select the profile you want.
On the profile detail page, you can:
   --> Edit the profile.
   --> Create a profile based on this profile.
   -->For custom profiles only, click Delete to delete the profile.
   --> View the users who are assigned to this profile.

To create or edit the user profile, you can read the following procedure to define the minimum permissions required for accessing the synchronizing data.

Setup > Use the Quick Find search box to locate "Profiles".

In the list of profiles, select "R" to see the "Read Only" profile:

The Read Only profile provides the minimum number of permissions available in the standard Salesforce Licensed profiles, so it's a good starting point to create a new integration profile. You can use the Read Only profile as a template to create the integration profile.

Open the profile and see the details page:

Click "Clone" to create a new profile based on the Read Only profile:

Enter a Profile Name and click Save.

The detail page of the new profile is displayed. Scroll to System > System Permissions.

Ensure the API Enabled option is selected.

This option grants access to the Salesforce APIs. The user assigned to this profile can complete API operations within Salesforce through the web Services used by Acoustic Integration.

Check the "View All Data" permission

If the permission is not enabled,

click Edit for the System permissions

check the box to enable it

and save the permissions.

"View All Data" allows the integration to retrieve data owned by all users defined in the Salesforce environment. When you check this option, other required options such as View Setup and Configuration, View All Data, and the read permission for all objects are enabled automatically.

Note: Do not clear any of these options because it causes the View All Data option to be disabled.

Switch to the Object settings for the Profile Overview

Starting with the standard Account object:

Ensure that View All is selected.

Then, use the object dropdown to check View All for the remaining objects needed by the Acoustic Integration. Include the Create and Edit permissions for:

• Campaigns,
• Contacts,
• Leads,
• Email Links,
• Silverpop\Acoustic Campaign Email Activities,
• Silverpop\Acoustic Campaign Email Campaign Activities,
• Silverpop\Acoustic Campaign Email Campaign.

You will need to click on "Edit" for the remaining objects to enable Create and Edit permissions since it was cloned from a "Read Only" profile: 

Note: If you want to grant more permissions to the user (for example, if you intend to log in with the user through the UI and delete some records), you can do it.

After completing this, you can create an integration user and assign it to the new profile.

The user will be set in the credentials tab in Acoustic Campaign.

Most field mapping issues during the integration setup are related to profile permission restrictions. After the setup - profile permission changes can cause record sync or Campaign feature failures.

Standard Profile Considerations

If a customized install or update option was used and the Send Acoustic Email feature appears not to work for different Salesforce users, review the profile’s “System permissions".

Besides having access to the Acoustic CRMI package and components, the profile may also need the same permission the integration user requires in the credentials tab - to View Setup and Configuration.

In testing many profile variations needed for our features to work, our developers have found giving the affected profile the View Setup and Configuration permission resolves the issue.

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