Fields Level Security tab
The Fields Level Security (FLS) tab of the sObjects editor gives you the ability to manage all the permissions for the field-level security in one place. To get access to this functionality, open a necessary object file and navigate to the FLS tab in the editor.
If the object file does not contain any fields, you'll see a message, that there is no data to display.
Content of FLS tab
FLS tab represents all the fields, whose permissions you're able to set, profiles, and their settings corresponding to an object file that you have opened. All information is presented in a table.
NB: Data is retrieved from Salesforce when you open this tab. Depending on the size of the file, it may require some additional time. In such case, you'll see the status bar showing the process of downloading.
The first column of the table contains a list of fields divided into rows. The next columns represent profiles and permission settings for them:
- Visible — the profile has a permission to edit the field,
- Read-only — the profile can read the field, can't edit,
- Forbidden — the profile can't see the field.
To avoid hiding important information, the Field Name column and the Profile Name row are frozen when you scroll, so you'll never get lost in monotonous data.
You can filter fields or profiles, using the controls above the table.
- First off, the text input Filter fields… helps you to filter all the fields to match your search request.
- The Unassigned only button shows only fields, which have
Forbiddenor nothing set for all profiles. In addition, these rows are highlighted in red color in the table.
- The Filter profiles button opens a window, where you can select, which profiles you want to see in the table (all the rest will be hidden from the table).
In this window, you can check necessary profiles — the filter is applied immediately. Use a search input or buttons Select all / Select none for quick filtering.
The last filter option is an ability to filter fields. Click on the filter icon in the 'Field name' column header, and you will get a filter window.
This filter remains active even when you close its window. To cancel the filter, open it one more time and click the Clear filter button.
You can change a permission for a field or for a profile in three ways:
- just click on its status icon in an appropriate cell of the table. The statuses change in the following predefined order:
- select a cell and press 1, 2, or 3 keys accordingly,
- from the context menu of a cell.
In some cases, one of the statuses can be disabled. This means, that this field can't have such status.
The column Quick actions next to the Fields column gives you the ability to set the same permissions for the whole field with just one click.
In the same way, you can roll back all your changes for the whole field by clicking on the Reset button. The state of the statuses will go back to the last retrieved state from Salesforce.
You can also use the Quick actions buttons under the Profile Names. In such a case, clicking on a status icon applies this status to all fields in this profile (except those, for which this status is disabled).
The same quick actions can be accomplished from the context menu, either it's a field or a profile.
NB: While you're editing the FLS table, these changes are not reflected in the files locally. The changes are applied only after you've sent them to Salesforce.
All the changed statuses (either you changed them manually or by applying settings for a set of fields / profiles) are highlighted in yellow.
To save your changes, click the Apply button. All the changed data (not the whole table) will be sent to Salesforce. After this, The Welkin Suite will again retrieve all the data from Salesforce to get the table up-to-date.
NB: Currently, there is no checking for conflicts during applying changes. In case, if someone edits the same cell as you edit and applies the changes after you, your changes will be overwritten.
You can also revert changes by the Refresh button. This action allows you to get the newest data from the Salesforce, but all your changes and filters will be canceled.
Bulk apply to
You can easily duplicate settings for some field or profile to other ones with just a few clicks. Right-click on a header of a necessary field or profile and select the Bulk apply to… from its context menu. In the opened window check the items that should have the same settings of security. You can also find an item using a search input above the list and select all or select none of the items with the help of corresponding buttons.
To save the settings, click the Apply button.
Import / export
In case, you have to apply the same Field Level Security settings, for example, to several organizations, the options of Import and Export will save your lots of time. To use them, click on the appropriate button at the top of the tab.
The Export option saves all the settings that are visible in the FLS tab according to your filter in a
.json file. To Apply these settings to other organizations, use the Import option.
You can also export FLS settings to a .csv file. To do so, click the Report to CSV button on the toolbar. Once you press it, just select the location and filename and the job will be done. This functionality respects your filtering options, so if you've filtered the FLS tab to show only certain profiles and fields, you can be sure that only these details will get into the resulting .csv file.
The Welkin Suite is always ready to lend you a hand if you ever have questions about some functionality of the FLS tab or the process of accomplishing some tasks here. When you need to learn more about this tab or its elements, click on the Help icon in the top right corner of the window. You will get an opened page of The Welkin Suite's Documentation related to this functionality in your default browser.
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