how sharing works

Question

Long story short is that I run two business' on my sales force account, as business has bagan to take off there has been a lot of confusion between the opportunities with my employees. Is there any way that I can make some opportunities private to some employees and vice versa. I've been researching all over the web and have found very little help. I would really appreciate someones help.

Bhavna Banodha · Accepted Answer

HI Matt,

First of all I would suggest you to watch these quick videos of Who see What series

https://www.youtube.com/watch?v=jDYfTfaqclk

This will give you fair idea on how to control your record visibility settings.

If you want to hide opportunities for users:

1. put your Opportunity Sharing Settings as Private

2. Then start giving access via

a) Sharing Rules

b) Profiles - Read All/ Modify All - permission give access to see all data and edit all data, so keep this also as normal, read and write

c) Roles - User higher in the hierachy can see their subordinates records

d) If Manual Sharing is enabled then - User can manually share the record with other users

Jayshil Bhagat · Answer

Hi Matt   You can use Profiles, Permission Sets, Roles, and Role Hierarchy, Organization-wide defaults and sharing rules to define access settings in your Salesforce Org.   Profile and permission sets are used for Object-level access, Profiles and permission sets control a user's object- and field-level access permissions. So it defines CRUD(Create, read, update, delete) ability of the user for particular object records.   Roles control record-level access through role hierarchy and sharing rules. Roles and Role hierarchy will help you define access to particular records of the object.   org-wide defaults specify the baseline level of access that the most restricted user should have. So best practice suggests that you should have your or-wide default to be set to most restrictive level and open further access to records using sharing rules.   Sharing rules are used to open up access to the user. So here you can see that only role hierarchy and sharing rules are able to open up access to records. Sharing rules and role hierarchies can never be stricter than our org-wide default settings.   Manual sharing is also available and good to use when you don't have any particular criteria in order to determine whom to share or a group of the user which is getting change frequently    in your case, you can define org-wide defaults to most restrictive level, assign appropriate roles to users and define a role hierarchy, after that open up access using sharing rules.   Here is the link where you can find more about all the above topics in detail   https://developer.salesforce.com/docs/atlas.en-us.fundamentals.meta/fundamentals/adg_securing_data_control_access_objects.htm   I hope this helps.

how sharing works

Data Management

相关学习

更多帮助