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Thursday, August 21, 2014

Configuring Security in Salesforce

  1. Object-Level Security (Permission Sets and Profiles):    
  2. Field-Level Security (Permission Sets and Profiles):
  3. Record-Level Security (Sharing):
1st and 2nd is related to Profile and 3rd is related to Role.

OWDs:
Organization-Wide Defaults, or OWDs, are the baseline security you for your Salesforce instance. Organizational Wide Defaults are used to restrict access. You grant access through below other means:

  1. Sharing rules
  2. Role Hierarchy
  3. Sales Teams 
  4. Account teams
  5. Manual sharing

There are four levels of access that can be set:

  1. Public Read/Write/Transfer (only available of Leads and Cases)
  2. Public Read/Write
  3. Public Read/Only
  4. Private


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