Author: zeusexam

From now on, we’ll be using the original interface. Let’s briefly look at every section on the profile editor page: A custom profile is a profile that’s created upon cloning a standard profile. If you want to create a new custom profile, you only have to jump to the standard profile you want to modify…

Profiles, permission sets, and object security Profiles define how users can access data and the whole Salesforce application. There should be one profile per user and one license type per profile – easy to remember. Also, more than one user can share the same profile. Your organization comes with standard profiles that (there are exceptions…

The sharing model One of the first steps when designing a new Salesforce CRM implementation is to set up data access using the sharing model engine. This specifies who can see what! To understand how this works, have a look at the following diagram: Salesforce sharing architecture Profiles determine Object-Level Security (OLS) and Field-Level Security…

Secure Data Access In each Salesforce organization, the administrator is the key holder: they are the guardian of the company’s data and thus their main concern is protecting this valuable asset. The right object permissions shape data according to the kind of user who accesses it, while planning the right sharing strategy enables users to…