• Object permissions that allow users to to create, read, edit, and delete records.

• Fields within the objects which users can view and edit.

• Permissions that allow users to manage the system and apps.

• Classes that users can access.

• Hours during which users can log in to the application. 

There are two types of profiles: Standard, which is offered by Salesforce, and Custom, which you can create as per your loan servicing requirements. You can edit and clone both type of profiles. However, you can delete only custom profiles. The following are some of the available standard user profiles:

• Loan Officer

• Loan Originator

• Loan Processor

• Read only

• System Administrator

Creating a custom profile involves cloning an existing profile, which is nearest in definition to your requirements, and then editing it for the specific requirement. This ensures that you do not have to create a profile from scratch.

Prerequisites

The following is the prerequisite to creating a user profile:

• A Salesforce account is created.

Steps

Perform the following steps to create a user profile

1. Log in to your Salesforce account.

2. Go to your Username.

3. Click Setup, Administer, Profiles.

   The Profiles page is displayed.

4. Click New Profile.

   The Clone Profile page is displayed.

5. Select an Existing Profile which is similar to the user profile to be created, and on which you want to base the new profile.

6. Specify a Profile Name.

7. Click Save.

   The user profile is created and displayed in the profiles list.

8. Click Edit next to the profile name to edit its definition.

9. Click Save.