A multinational company has: Sales HR Finance Support Legal Across: USA UK India Australia Requirements: Country-wise record visibility. Managers see subordinate records. HR records are confidential. Legal sees high-value Opportunities. Finance has read-only access. Partners see only their own data. CEO sees everything. Temporary access for auditors.
2 件の回答
Hi @Rohit .,
A suitable Salesforce security approach would be:
- Country-wise visibility: Use OWD + Roles/Sharing Rules to control access by country.
- Managers: Use the Role Hierarchy so managers can access subordinate records.
- HR: Keep HR records restricted using Private OWD + Restriction Rules/Sharing as required.
- Legal: Provide access to high-value Opportunities through Criteria-Based Sharing Rules.
- Finance: Assign a Read-Only Permission Set/Profile.
- Partners: Use Experience Cloud with appropriate sharing sets/rules so partners see only their own records.
- CEO: Place the CEO at the top of the Role Hierarchy with appropriate access.
- Auditors: Provide temporary access through appropriate permission sets and sharing, with access removed after the audit.
This follows the Salesforce security model by combining OWD, Role Hierarchy, Sharing Rules, Restriction Rules, Profiles/Permission Sets, and Experience Cloud sharing based on each requirement.
Hope This Helps!!
