Data Security

1. Salesforce Admin Group, Trichy
Review on Data Security

2. Kadhar Basha J
Salesforce Admin Group, Trichy
Trailblazer Community Group Leader
Sundaravel J
Salesforce Admin Group, Trichy
Trailblazer Community Group Co-Leader
Salesforce Admin Group, Trichy

3. Salesforce Admin Group, Trichy
Speaker
Kadhar Basha J

4. Today’s Agenda
• Introduction
• Existing Record Sharing(Sharing Rule)
• Restriction Rule
• Scoping Rule
• Example
• Demo
• Questions & Answers

5. Data Security
• License
• Profile
• User
• Role
• Group
• Queue
• Permission set
• Permission set Group
• Sharing Settings

6. Sharing Hierarchy
• Objects => Profile, Permission set
• Fields => Profile, Permission set
• Records => Organization Wide Defaults, Sharing Rules

7. Schema Level Sharing
• We can use profile to remove the access for objects and
fields
• We can use Permission set to Provide permission for
objects and fields

8. Record Level Sharing
• We can use OWD to remove the access for Records
• We can use sharing settings to Provide access for
Records
Note : make sure View all and Modify all is unchecked

9. Sharing Rule Types
• Owner Based
• Criteria Based

10. Controlled by parent
• In OWD any object contains controlled by parent in
both internal and external access. That object in MD
relationship. Sharing settings are inherited from the
parent.

11. Profile Level Permissions
• General User Permissions
• Administrative Permissions

12. Launch
DEMO