The Who Sees What series covers the main features in Salesforce that determine the visibility of, and access to, data. Visualize key business metrics in real-time using Lightning Experience. Use picklists, filters, formulas, and other tools to customize an object in your org.
Table of Contents
What are the settings and profiles in Salesforce?
The settings are similar to a group in a Windows network, where the members of the group have the same folder permissions and access to the same software. Profiles are typically defined by a user’s job function (for example, Salesforce admin or sales representative).
What are the available data management options in Salesforce?
The available data management options vary according to which Salesforce Edition you have. Watch a demo on controlling access to and visibility of your data. When implementing security and sharing rules for your organization, make a table of the various types of users in your organization.
What are the permission sets in Salesforce?
Permission sets, permission set groups, and profiles provide object-level and field-level security by controlling access. Record-level sharing settings, user roles, and sharing rules control the individual records that users can view and edit. The available data management options vary according to which Salesforce Edition you have.
Who sees what Salesforce community?
Standard Salesforce user sees records that they own, and records that they have access to (based on sharing rules) across all sites and their internal org.
Who sees what Salesforce trailhead?
Only the record owner, and users above that role in the hierarchy, can view, edit, and report on those records. All users can view and report on records, but only the owner, and users above that role in the hierarchy, can edit them.
What is data visibility in Salesforce?
Data category visibility can be set with roles, permission sets, permission set groups, or profiles. Data category visibility determines the individual data categories, categorized articles, and categorized questions that you can see.
How do you know that you are in Salesforce Classic?
To find out what version of Salesforce you have in Salesforce Classic:Log into Salesforce and click Setup.In the Administer section, click Company Profile > Company Information.Your Salesforce version is listed in the “Organization Edition” field.
Who sees what in experience cloud playlist?
0:262:51Who Sees What in Experience Cloud: Sharing Rules – YouTubeYouTubeStart of suggested clipEnd of suggested clipAll customer portal users. And all partner users public groups. And if you have channel programs andMoreAll customer portal users. And all partner users public groups. And if you have channel programs and levels set up you’ll have channel programs and levels.
How does role hierarchy work in Salesforce?
Role hierarchy is a mechanism to control the data access to the records on a salesforce object based on the job role of a user. For example, a manager needs to have access to all the data pertaining to the employees who report to him, but the employees have no access to the data that is only owned by their manager.
What are the different levels of data access in Salesforce?
Level of Data Access in Salesforce(Object Level, field Level and Record Level)
What is sharing and visibility in Salesforce?
A Salesforce Certified Sharing and Visibility Designer credential is created for architects, analysts, and administrators who want to demonstrate their knowledge, skills, and abilities to design secure, scalable security models on the Lightning Platform.
What is record level access in Salesforce?
Record-level access (called “Sharing” in Salesforce) determines which records a user can see for a particular object, using the following tools: Organization-wide defaults. Role hierarchy. Territory hierarchy. Sharing rules.
Why is lightning over classic?
Salesforce Lightning offers more functionality than Salesforce Classic, making it better overall. Lighting’s biggest benefits include a components library and app builder to support more customizability, as well as support for third-party apps.
What is the difference between classic and lightning?
The appearance of an enticing user interface is one of the characteristics that distinguishes Lightning from Classic (UI). The former provides a much superior user interface to its users, including notable features such as drag-and-drop functionality that can be achieved without the use of any code.
Is Salesforce getting rid of Classic?
All Salesforce Classic users will be automatically moved to Lightning experience on January 7, 2020. You will still be able to switch back to Classic, but it is a signal for all companies to hurry up with Salesforce Lightning migration.
Who owns a record in a queue?
Every record is owned by a user or a queue. The owner has full access to the record. In a hierarchy, users higher in the hierarchy always have the same access to users below them in the hierarchy. This access applies to records owned by users and records shared with them. To specify record-level security, set your organization-wide sharing …
What is profile setting?
Profiles are typically defined by a user’s job function (for example, Salesforce admin or sales representative).
Does Salesforce search for Las Vegas?
Salesforce does a keyword search, matching the terms Las Vegas, Las and Vegas in the searchable fields. No results are returned for records that match only the Billing and Shipping Address fields because the user doesn’t have access to these fields. There are some fields that don’t enforce field level security and return search results.
Episode 9 – Who Sees What in Salesforce
It is said that loose lips sink ships! Hence the security of your business data residing within Salesforce is of essence. This episode talks about the tools and techniques available to enforce data security on Salesforce.
What is OWD?
OWD stands for Organization Wide Default ( OWD ). Organization Wide Default settings are baseline settings in Salesforce specify which records can be accessed by which user and in which mode.
What is Record Ownership?
Record owner have full Access to record and they can Read, Write, Delete & Transfer Records to other users. Record owner can share a private
Record Sharing
Sharing enables record -level access control for all custom objects, as well as many standard objects (such as Account, Contact, Opportunity and Case).
