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Permissions for
Salesforce
profiles

You can limit the actions that a user can perform in the
Workspaces
for
Salesforce
app by granting the appropriate permissions for each
Salesforce
profile. The
Salesforce
profile must use a page layout that includes the
Workspaces
component. You can edit the profiles to grant "Read" or "Edit" permissions for accounts, cases, contacts, leads, or opportunities.
Standard Object Permission
Permitted actions
Read
  • View a file using the online viewer
  • Download a file
  • Send or forward a file
Edit
  • View a file using the online viewer
  • Download a file
  • Send or forward a file
  • Upload or replace a file
  • Move a file
  • Delete a file