Salesforce or by purchasing additional add-ons. For example, the current limit is 6MB of Apex code per org but this can be increased on a case by case basis by Salesforce Support.

1. GrowEstate - Data Security
Overview
Org-Level, Object-Level, Field-Level,
and Record-Level Security

2. 1. Org-Level Security
• • Controls access to the entire Salesforce
organization
• • Implemented via Login Access Policies,
Password Policies, and Licenses
• • Example: Only authorized users with
Salesforce licenses can log in

3. 2. Object-Level Security (Profiles &
Permission Sets)
• • Defines access to specific objects
• • Example Profiles:
• - Agent: Limited CRUD on Clients, Properties,
Deals
• - Manager: Full CRUD on Clients, Properties,
Deals
• - Finance: CRUD on Payments, Read
Deals/Clients
• - Legal: CRUD on Agreements, Read
Deals/Clients

4. 3. Field-Level Security
• • Restricts access to sensitive fields within
objects
• • Example:
• - Agents: Can view Client Email & Phone
• - Budget & Notes restricted from Agents
• • Managers, Finance, and Legal see more
sensitive data

5. 4. Record-Level Security
• • Uses OWD, Sharing Rules, and Manual
Sharing
• • OWD (Org-Wide Defaults): Controls baseline
access
• • Sharing Rules: Extend access (e.g., Agents →
Managers)
• • Manual Sharing: Users share records
temporarily

6. 5. Example Sharing Rules
• • Clients: Agents → Managers (Read/Write)
• • Properties: Active Properties shared with
Agents
• • Deals: Agents → Finance (Read Only), Agents
→ Managers (Read/Write)
• • Agreements: Agents/Managers → Legal
(Read/Write)
• • Payments: Agents/Managers → Finance
(Read/Write)

7. 6. Manual Sharing
• • Agents can share Client/Property records
with other agents
• • Managers can share Agreements with Legal
• • Finance can share Payment records with
Managers for approval