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Management of Access Level
&
Sharing Model
Goshko Dmitry
Haritonovich Igor
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Security Overview in Salesforce.
Access to data and functionality is primary comprised of
the following:
•Organization Security
•Object Security
•Record Security
•Field Security
•Folder Security
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Organization Security.
Org-level permissions determines under what conditions
a user can login to Salesforce:
•When users can login (Login Hours)
•Where users can login from (Login IP ranges)
•How users can login (API, UI, ect.)
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Profiles.
A profile is a collection of permissions and settings that
is instrumental in determining a user’s functional access,
how information is displayed to the user, and a wide
range of other permissions.
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Object Security.
Object-level permissions determines what actions
(CRUD) a user can perform on records of each object.
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Record Security.
There are 3 tiers of record-level permissions:
•Read Only
•Read/Write
•Full Access
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Field-Level Sequrity.
Field-level permissions determines which fields a user
can view and edit on record:
•Visible
•Read-Only
The combination of settings:
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Folder Security.
Folders are used to secure a variety of data within
Salesforce, including but not limited to:
•Report
•Dashboards
•Email Templates
•Documents
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Roles.
The role hierarchy provides a framework to structure access to
record and folders in your organization.
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Permission Sets.
Permission sets are optionally assigned to a user to grant them
privileges in addition to their profile.
•Permission sets can only grant (not revoke) privileges.
•Permission sets are optional, and a user can be assigned
more than 1 permission set (a user is assigned zero to many
permission sets).
•The profile controls some elements (e.g. page layout
assignment) that a permission set cannot influence.
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Sharing Model in Salesforce.
- Различия между with sharing и without sharing классами.
- Влияние __Share на UserRecordAccess.
- UserRecordAccess как сервисный слой доступ к записям.
- Sharing и лицензии Salesforce.
- Primary и secondary Master-Detail и Sharing.
- Эмуляция with sharing класса , в without sharing.
- Создание и редактирование Share записей.
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Sharing Model in Salesforce.
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Sharing Model in Salesforce.
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Sharing Model in Salesforce.
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Sharing Model in Salesforce.
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Thank you for
your attention

Salesforce Security Model (Dmitry Goshko, Igor Haritonovich)