Video Series: Understanding Salesforce Security and Sharing
In June, we brought you the first three videos in the “Who Sees What” series for Salesforce administrators, addressing common questions about roles, profiles, and data visibility:
This month, we’ve got four more videos in this series that address visibility and data access in Salesforce:
Who Sees What: Organization-Wide
Learn how to set the default sharing settings. These settings determine the access users have to records owned by other users.
Who Sees What: Record Access via the Role Hierarchy
If you've set the default sharing settings to anything more restrictive than Public Read/Write, use Role Heirarchy to open up record access and give users visibility to the records of users below them in the heirarchy.
Who Sees What: Field Level Security
Watch how to use field level security to prevent access to specific fields on a profile-by-profile basis.
Who Sees What: Record Access via Sharing Rules
If you've set the default sharing settings to anything more restrictive than Public Read/Write, use Sharing Rules to open up record access to users in roles, public groups, or territories.