Share feedback in the Dreamforce ’23 session and see the ideas covered in the Record Access (Sharing) Roadmap
Help us by voting and commenting on the ideas you want to see prioritized in record access!
Who sees what (10 videos)
Fundamentals of Data Access (Object Access, Perm Sets, Perm Set Groups, OWD, Roles, Sharing Rules, Field Level Security).
Seguridad de datos
Controle el acceso a datos utilizando herramientas de seguridad de apuntar y hacer clic.
Sharing Hierarchy: given a record, see who has access
If OWD is private or public read-only, see the reasons someone has more access than the OWD granted through sharing.
Dreamforce 2022: permissions in Winter '23
Cheryl Feldman and Larry Tung go over the latest features and talk about roadmap.
Record Access Under The Hood
For those who have interest in how things work "under the hood."
[Documentation] User Access Policies (save admin time)
Automate granting/revoking of permissions and membership to public group & queues
[Trailblazer Community Group] Record Access (Sharing)
Learn more about Record Access, Sharing, and talk to others interested!
[Trailblazer Community Group] Record Access Betas and Pilots
Subscribe to get announcements when we have betas and pilots!
Grupos de conjuntos de permisos
Use los grupos de conjuntos de permisos para agrupar conjuntos de permisos para una función de trabajo.
[Trailblazer Community Group] Future of User Management
Gather feedback from customers & partners on future of user management (https://sfdc.co/FutureOfUserManagement)
Scoping Rules (focused set of results in list views, reports, and SOQL)
See how Scoping Rules can allow your users to focus only on records they need to view based on who's viewing the record.
Scoping Rules - sales and financial services examples
Video playlist: scope by region or scope by retail bank
[Communities] Who Sees What
Data visibility for external users (OWD, Account & Role Hierarchy, Sharing Rules, Account Relations, ...)
Compartir datos de CRM con sus socios
Obtenga información acerca de cómo utilizar la configuración de Salesforce para compartir datos de CRM de forma segura con socios.
[Communities] Optimize Account Roles to Improve Performance and Scale
Have an External Account who has a single partner community or customer community plus user associated to it? save on roles!