FunLearn Season 2 - Talk 1

1. Building Foundation
-Salesforce Security
and Sharing
Neha Bhardwaj
@Bhardwaj084Neha
@SuratWIT_SFUG

2. Neha Bhardwaj
Director of Solutions, StackNexus Inc.
@Bhardwaj084Neha #SFGiveBack
www.linkedin.com/in/bhardwajn
Sikha Baid
@SuratWIT_SFUG #FunLearn
@sikhabaid
@SuratWIT_SFUG

3. Salesforce Security and Sharing- Foundation
@SuratWIT_SFUG

4. Session Agenda
● What to secure
● Why to secure
● Security Tiers
@SuratWIT_SFUG

5. Salesforce Data
@SuratWIT_SFUG
Objects
Fields
Records

6. Salesforce Security Model
@SuratWIT_SFUG
Organization Level Access
Object Level Access
Field Level Access
Record Level Access

7. Security Tiers
@SuratWIT_SFUG
Organization Level Access Login Access , IP Range etc..
Object Level Access Profiles ,Permission sets
NB : Licence also controls object
access
Field Level Access Profiles ,Permission Sets and Field
Accessibility
Record Level Access Profile ,Role ,OWD , Sharing Rules ,
Manual Sharing and Apex Based

8. Example
@SuratWIT_SFUG
Nik
(CEO)
Maria
(Sales
Rep)
Andrew
(Service
Exec)
Elise
(Sales
Rep)
Ryan
(Sales
Exec)
A
B
C
B
C
Read , write , Update , delete
Read , write Read , write
Read Read PS

9. Step 2. Type caption.
Step 2. Type caption.
@SuratWIT_SFUG

10. @SuratWIT_SFUG

11. ● This is an official channel exclusively for developers in
India run by Salesforce Developer Relations.
● Install Telegram on desktop/mobile and open the link in
desktop/mobile.
t.me/salesforcedevsindia
SUBSCRIBE TO THE TELEGRAM CHANNEL
@SuratWIT_SFUG

12. @SuratWIT_SFUG