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To provide a security model that satisfies numerous, unique real-world business cases, Salesforce provides a comprehensive and flexible data security model to secure data at different levels. Salesforce also provides sharing tools to open up and allow secure access to data based on business needs.
So what’s the best way to keep your Salesforce CRM data safe? In this white paper, we’ll go over everything you need to know about Salesforce data security, including: • Developing a Salesforce data security policy • Understanding the most important data security laws and regulations • Classifying your Salesforce data by sensitivity level
Jun 15, 2024 · The Salesforce data security model consists of a series of layers and controls that determine how data is accessed and managed within Salesforce. It includes organization-level, object-level,...
Aug 21, 2024 · Salesforce’s data security model is designed to provide flexible control over who can see and interact with your data, all while aligning with your business requirements.
- Learning Objectives
- Introduction
- Levels of Data Access
- Audit System Use
After completing this unit, you'll be able to: 1. Explain the importance of giving the right people access to the right data. 2. List the four levels at which you can control data access. 3. Describe a typical scenario for limiting data access at each of the four levels.
Choosing the data set each user or group of users can see is one of the key decisions that affects the security of your Salesforce org or app. Once you’ve designed and implemented your data model, give some thought to the kinds of things your users are doing and the data they need to do it. If you haven't completed the Data Modelingmodule, go ahead...
You can control which users have access to which data in your whole org, a specific object, a specific field, or an individual record. Organization For your whole org, you can maintain a list of authorized users, set password policies, and limit logins to certain hours and locations. Objects Access to object-level data is the simplest thing to cont...
Auditing provides important information for diagnosing potential security issues or dealing with real ones. Someone in your organization should audit regularly to detect potential abuse. Look for unexpected changes or patterns of use. Record Modification Fields All objects include fields to store the name of the user who created the record and who ...
May 20, 2024 · The most critical aspects of Salesforce's data security model that businesses should prioritize are organization-wide defaults (an object’s records visibility), object/field-level security (permissions on object/field level), and users access (profile and permanent set assignments.)
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Jan 30, 2024 · In Salesforce, you can use permission sets to define the level of access for individuals or a group of users: Object-level security: Object-level permissions prevent users from seeing, creating, editing or deleting a particular type of Object, like a lead or opportunity.
