Security Token in Salesforce

A security token is a case-sensitive alphanumeric code that you append to your password or enter in a separate field in a client application.

When you access Salesforce from an IP address that’s outside your company’s trusted IP range using a desktop client or the API, you need a security token to log in.New security tokens are immediately sent out to you when your Salesforce password is altered or when you ask for to reset your security token.

Following the step for resetting Security Token

1. Click on Name -> My Setting

2.  Personal -> Reset My Security Token -> Reset Security Token

After click on reset security token button(3) you will get an email in which your new security token will be available which you can use.

Salesforce Profiles

Profiles specify how users can access objects and data, and he can do within the application. When you create users, you assign a profile to each one or we can say Set of permissions called a profile.

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·  A profile controls “Object permissions, Field permissions, App settings, Tab settings, Apex class access, Visual force page access, Login hours & Login IP ranges.

·     You can define profiles by user’s job function. For example System Administrator, Developer, Sales Representative.

·     A profile can be assigned to many users, but a user can work according to a single profile at a time.

     We can create as many profile as we want it depends on number of licences Once a profile is created user cannot delete them he can only deactivate them.

Profiles in Salesforce:

1. Standard profiles: By default salesforce provide some standard profiles. These are as follows:

1.    Read Only

2.    Standard User

3.    Marketing User

4.    Contract Manager

5.    Solution Manager 

6.    System Administrator. 

  Each of these standard profile includes default set of permissions for all of the standard objects available on the platform.

  2. Custom Profiles: Custom profile are those which we can create according to our need. If we want we can delete them but if that profile is assigned to any user in that case first we need to remove that profile from the user after we can delete that. .

Navigation to access profiles: setup -> Administer -> Manage users -> Profiles

Salesforce Licences

A license define the baseline of features that the user can access. Every user must have exactly one license. Salesforce offers different types of licenses.

These are as follows:

1. Standard User License

2. Chatter User License

3. Communities User License

4. Service Cloud Portal User License

5. Site and Site.com User License

6. Authenticated Website User License

You can see the license from the Administrator->Company Profile->Company Information. Here you can see all the license which you have.

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