SFDC Database Security

1. Force.com Database Security
Sujit Kumar
Zenolocity LLC © 2012 - 2024

2. Overview
• Security done more through configuration than
coding.
• Profiles and Security Rules
• The Security Funnel
• Object Level Security
• Field Level Security
• Record Ownership & Record Level Security
• Organization wide defaults
• Sharing Rules – Public Groups, Roles

3. Security Rules
• Profile: used to group users with common
data access requirements.
• Contains a set of permissions for every object
defined in the organization.
• Permissions determine authorization to read,
create, edit and delete records.
• Profile also has rules for access to fields of an
object.

4. Security Rules (contd…)
• Record-level security further restricts access to
data based on the concept of record ownership.
Cannot override object-level security.
• Organization-wide defaults define the default,
most restrictive sharing behavior of each object.
• Sharing reasons create exceptions to this default
behavior, granting access to specific groups of
users.

5. Force.com Security Funnel

6. Profiles
• Two Types: Standard and Custom.
• Standard Profiles cannot be renamed or deleted
but can be reconfigured.
• Custom Profiles similar to standard profiles but
can be renamed. They can be deleted if no users
are assigned to them.
• Administrative (Super-user) Permissions: Two
administrative privileges in a profile trump all
other security features in Force.com: Modify All
Data and View All Data. Grant them with care.

7. Object Permissions
• Identical for standard and custom objects.
• Cannot be edited for standard objects.
• 6 Permissions: Read, Create, Edit, Delete, View
All, Modify All.
• View All : exporting data, Modify All : bulk
data operations like migration and cleansing.
• View All & Modify All override all other
security measures.

8. Object Permissions (contd…)
• New custom objects initially have all
permissions disabled for all profiles, except
those with View All Data or Modify All Data
permission.

9. Profiles and Licensing
• Profiles associated with Licenses.
• 2 basic licenses – SalesForce and SalesForce
Platform.
• SF Platform license lets you use all of
SalesForce except business domain
functionalities like CRM.

10. Field Level Security
• Determined by a combo of profile and page layout.
• More restrictive of the two takes precedence.
• 2 ways to control this : FLS section in the profile or via
the Field Accessibility feature.
• Field Accessibility: finer control of fields via a
combination of page layout and profile.
The more restrictive of the two settings takes effect.
• Example: if a page layout defines a field as read-only
that is defined in the profile as being invisible, the
profile takes precedence and the field is hidden.
• Accessibility values: Required, Editable, Read-Only,
Hidden.

11. Record Level Security
• Records (instances of an object) are secured in 3
ways.
1. Record Ownership: Owners are individual users
or groups. Ownership is transferable.
2. User Groups: can contains users or other
groups. Hence, hierarchical.
3. Sharing Model: org-wide defaults or sharing
reasons. Org-wide defaults apply to all records
by object and sharing reasons override these
defaults based on record ownership or other
criteria.

12. Record Ownership
• Creator is owner. Owner has full control over
record.
• Owner can read, edit, delete, share and
transfer ownership of the record.
• Owners are usually users but can also be a
queue.
• Records of child objects of a M-D relationship
inherit ownership from the parent records.

13. User Groups
• Record level sharing works with groups of users and
NOT individual users.
• 2 Kinds of groups: Public Groups and Roles
• Public Group – list of users and other sub-groups. Keep
membership small to improve performance.
• Roles are also like groups but are hierarchical.
• Users in roles inherit the privileges of the roles below
them in the hierarchy, including record ownership.
• A user belongs to 1 role at a time. An org has a single
role hierarchy.

14. Org-wide defaults on Custom Objects
• Establish the most restrictive level of access.
• Private – exceptions are admin level View-All and
Modify-All.
• Public Read-Only – exceptions are users with
admin level privileges.
• Public Read-Write – default on new objects.
• Controlled by Parent – available only to child
objects in a LR. Similar to record-sharing behavior
of child objects in a M-D relationship.

15. Sharing Reasons
• Override the org-wide defaults for records to be
shared among groups.
• Groups can be roles or public groups.
• Sharing between roles results in asymmetric
privileges. Users in subordinate roles do not
receive any privileges of their superiors, but
superiors receive all the privileges of their
subordinates.
• Sharing between public groups results in
symmetric privileges.

16. 4 Types of Sharing Reasons
• Manual – shared by owner with other users or
groups. Level of access controlled by owner.
• Sharing Rules – based on group membership or
criteria based like roles.
• Procedural – created programmatically in Apex
code.
• Delegated Administration - Profiles with special
object permission category called Data
Administration (View All and Modify All
permissions). Users with this profile are exempt
from all sharing rules.

17. How to implement Security Model
1. Create profiles based on responsibilities.
2. Configure field accessibility in the profiles.
3. Set org-wide defaults on each custom object.
4. Establish role hierarchy.
5. Add Sharing Rules that override org-wide
defaults.