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1. Salesforce people account vs standard accounts chart how to#
2. Salesforce people account vs standard accounts chart manual#
3. Salesforce people account vs standard accounts chart password#

Tip : when you build out the lower levels of the hierarchy, group by level of position instead of job title. Often your Role Hierarchy configuration will closely align with your org chart, but not always. When you build out your role hierarchy, think of this less like an Org chart, and more like a record sharing hierarchy. A user who currently has access to the record, maybe the record owner, will hit the Sharing button, then select who they want to share the record with:įor instance, any record shared with the COO, can automatically be shared with the role above him, such as the CEO. This requires a Sharing button on the page layout.

The first method is to manually share a record.

Salesforce people account vs standard accounts chart manual#

Opening up record accessīuilding upon the foundation defined above, we will now review six methods for opening up access to an individual record or group of records: Manual sharing Note: there are some different behaviors for external users (Portal / Community users). Child to Parent Users can view a parent account record if they have access to its child opportunity, case, or contact record.Parent to Child Users with access to a parent account record, can also access its child opportunity, case, and contact records.Record Owner record owners can view all records in their name.The most common examples of implicit sharing include: It is important to understand when implicit sharing is operating so you may properly design/implement your security and sharing model. So when you are planning your implementation, you have to assess what are the most restrictive requirements around each object and set the OWDs to match, then use record sharing tools to open the access back up. On the Salesforce Platform you can only open up record access from the OWDs, none of the sharing tools can be used to further restrict access - only open it up. Record sharing, the foundation of it all Org-wide Defaultįirst you start with the Organization Wide sharing Defaults (OWD) which defines the most restrictive record sharing possible for each object. Each layer of the Salesforce Security Model Builds on each other. If the user does not have access to any of the layers above, it does not matter what record level security settings or sharing mechanisms you have implemented. Record Access: Assuming the user can login, has access to the object, and access to the fields on that record you can then granularly control record ownership and sharing.For instance, an employee may have access to the Employee object, where they can see all the employees within the company, but only users within the Human Resource group can view the Compensation field on the record. Field Access: Assuming they have at least Read Access to the object, they will only be able to view fields which they have access to.(Options include: Create, Read, Update, Delete, and No Access)

Object Access: After the user logs in, they will have a specific profile assigned to them that dictates which objects (types of records) they have access to.

Salesforce people account vs standard accounts chart password#

Ie: Username & Password and if additional security features are enabled, the individual may need to enter a second authentication factor (2FA), or be logging in from a particular IP range, or certain time of day, etc.

Salesforce people account vs standard accounts chart how to#

So let’s dive in and explore how to leverage Salesforce Record Access features to ensure you can configure the most complex security models using clicks, not code.

Users should have all the data they need, but shouldn’t have access to data they don’t need to see. Data security is a top priority, The stakes are high, your company’s reputation and your customer’s trust are on the line.