![]() ![]() By setting permissions on a particular type of object, you can prevent a group of users from creating, viewing, editing, or deleting any records of that object. Object–level security provides the simplest way to control which users have access to which data. You can configure access to data in Salesforce at four main levels.Īt the highest level, you can secure access to your organization by maintaining a list of authorized users, setting password policies, and limiting login access to certain hours and certain locations. ![]() By combining security controls at different levels, you can provide just the right level of data access to thousands of users without having to specify permissions for each user individually. You can configure access at the level of the organization, objects, fields, or individual records. Salesforce includes simple–to–configure security controls that make it easy to specify which users can view, create, edit, or delete any record or field in the app. This ensures you can balance security and convenience, minimizing the risk of stolen or misused data while making sure that all users can easily access the data they need. Salesforce provides a flexible, layered sharing model that makes it easy to assign different data sets to different sets of users. For such an app, it's important to secure the sensitive data without making it harder for recruiters, hiring managers, and interviewers to do their jobs. The app will store confidential data, such as social security numbers, salary amounts, and applicant reviews that should only be exposed to specific types of users. In this unit, we show you how to configure your users' access to your Salesforce records so they can access only the information they need.įor example, suppose you're building a Recruiting app that contains information about open positions, candidates, and job applications. Now that you know how to add users, you probably want to know how to make sure they can see what they need to see and only what they need to see. ![]()
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