Every Salesforce administrator has the responsibility to set up his organization by adding users and managing data access. The data sharing design provided by salesforce is highly flexible to admins to control data access by the users. By exposing different users to the data only relevant to them can thereby enhance the security of the organization. Object level and field level security of data is ensured by controlling access of users by means of Permission sets, permission set groups, and profiles. Record level security is ensured by controlling Data access by user through various sharing settings and user roles. Let us dive into the details of Managing Data Access in Jungo/Salesforce.
Salesforce access permissions
- Permission sets
- A group of permission sets can be setup for a user and a user can have multiple permission sets.
- Each permission set details the group of permissions under that permission set like App permissions, Flow access, Visualforce page access, Permission to access and edit objects and fields, Permission to access custom metadata types.
- Assignments can be added and removed to the permission sets.
- Can manage licenses separately or along with permission sets by choosing from the list of paid user licenses and permission set licenses.
- Profile
- Profile is the starting template of a user and a user can have only one profile.
- A new profile need not be built from the scratch, but can be cloned from the existing profiles.
- Custom App settings, Connected App Access, Tab settings, Administrative permissions, General user permissions, Standard object permissions, session settings, Password policies can be managed from Profiles.
- Enabling Apex class access, Visual force Page access, External data source access etc. provide the user access to them.
- Once a Profile is set up, additional permission sets can be added for that profile.
- Permission sets and Profile determines which salesforce features and functions a user has access to.
- Role
- Salesforce offers a user role hierarchy that determine the levels of access that users have to the Salesforce org’s data.
- Roles determine the access a user have on the records and reports. It depends on the user’s place in the organization hierarchy.
- Public groups can be created based on the Roles so that sharing of records can be made possible.
- Public Groups
- A group consists of a set of users which can be individual users, other groups, or the users in a particular role or territory. It can also contain the users in a particular role or territory plus all the users who are subordinates to that role.
- Administrators and delegated administrators can create public groups. Everyone in the organization can use public groups to share records.
To read more about Managing Data Access in Jungo, click Types of Data Access | A Guide to Sharing Architecture | Salesforce Developers
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