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What is the Impact of the Salesforce User Management Setting: Profile Filtering?

  • Updated

Question:

What is the impact to Veeva CRM from enabling the Salesforce User Management Setting: Profile Filtering?

Answer:

Introduced in Salesforce Winter 21', the Profile Filtering setting restricts profile name visibility for end-users that do not have the "View All Profiles" or "Manage Profiles and Permission Sets" profile permissions. End-users will only have visibility to their own profile information.

There are two impacts to offline app behavior when this setting is enabled and an end-user does not have visibility to other users' profile information:

  • Formulas or validation rules (using $Profile) that reference Profile Names for a different profile than current user will not evaluate correctly
  • User lookups will only search for users with the same profile name as the current user
    • As a workaround, to support lookup for all users' profiles: add Profile_Name_vod__c to Exclude_Field_List_vod__c on the User VMOC

Note: Not all orgs will have this setting available, but it can be provided by opening a SFDC enablement case.

Related Documentation:

SFDC Help: Improve Org Security with the Profile Filter Option

SFDC Help: SFDC Help: Check Out the View All Profiles Permission

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