Permissions for Salesforce profiles
Salesforce
profilesYou
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 |
|
Edit |
|