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Page-layout required versus field-level security

Key Takeaway

When a page layout and field-level security disagree, the more restrictive setting wins.

Two settings decide what a user can do with a field. Field-level security, also called field permissions, controls whether a user can view or edit a field anywhere in the app. The main job of a page layout is to organize detail and edit pages by arranging the fields on them.

What field-level security controls

You set field-level security for each field on an object. The setting applies across the whole app, including these places:

  • Detail and edit pages
  • Related lists
  • List views
  • Reports
  • Search results
  • Email and mail merge templates
  • Experience Cloud sites and portals
  • Imported data
  • Salesforce APIs

Field-level security has three access levels, and the labels depend on where you set them. Each row in this table shows one level under its two labels.

In permission sets and the enhanced profile user interfaceIn the original profile user interface and on field-level security pages
Read and EditVisible
ReadVisible and Read-Only
NoneNone
Platform Administrator Study Guide

Checklist progress

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Explain how to create, delete, and customize fields and page layouts on standard and custom objects, and know the implications of deleting fields (roll-up summaries, cross object formulas, picklist dependencies, relationship fields)

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