Introducing BRAND 🔥 *NEW* 🔥 Getting Started with Security and Access
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Salesforce provides a flexible, layered data sharing design that allows you to expose different data sets to different sets of users, so users can do their job without seeing data they don't need to see. Use permission sets and profiles to specify the objects and fields users can access. Use organization-wide sharing settings, user roles, sharing rules to specify the individual records that users can view and edit.
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Resource Included:
1. The Organization (Login Access, IP Restrictions) (Video)
2. Restrict Where and When User can Log In to Salesforce (Article)
3. Set Trusted IP Ranges for your Organization (Article)
4. Object Permissions (Article | Video)
- ”View All” and “Modify All” Permissions Overview (Article)
- Comparing Security Models (Article)
- Field Permission (Article)
5. Profiles (Article)
- Standard Profiles (Article)
- Manage Profile Lists (Article)
- Clone Profiles (Article)
- Work in the Enhanced Profile User Interface Page (Article)
- Work with Assigned Apps in the Enhanced Profile User Interface (Article)
- Assign Record Type and Page Layouts in the Enhanced Profile User Interface (Article)
- Edit Object Permissions in Profiles (Article)
6. Permission Sets (Article)
- Create Permission Sets (Article)
- Assign Permission Sets to a Single User (Article)
- Standard Permission Sets (Article)
- Use Permission Set Lists (Article)
7. Sharing Settings (Article)
- Organization-Wide Defaults (Article)
- Sharing Rules (Article)
- Control Access Using Hierarchies (Article)
8. Field Level Security (Article)
- Set Field Permission in Permission Sets and Profiles (Article)
- Set Field-Level Security for a Single Field on All Profiles (Article)
Trailhead, and more…
