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Salesforce CRM Administration Handbook

You're reading from  Salesforce CRM Administration Handbook

Product type Book
Published in Apr 2024
Publisher Packt
ISBN-13 9781835085691
Pages 328 pages
Edition 1st Edition
Languages
Concepts
Authors (2):
Krzysztof Nowacki Krzysztof Nowacki
Profile icon Krzysztof Nowacki
Mateusz Twarożek Mateusz Twarożek
Profile icon Mateusz Twarożek
View More author details

Table of Contents (16) Chapters

Preface 1. Chapter 1: Getting Started with Salesforce 2. Chapter 2: Salesforce Architecture 3. Chapter 3: Getting to Know Data Management 4. Chapter 4: Lightning Experience 5. Chapter 5: Objects in Salesforce 6. Chapter 6: User Management and Security 7. Chapter 7: Automation Tools 8. Chapter 8: Reports and Dashboards 9. Chapter 9: AppExchange and Custom Applications 10. Chapter 10: Service Cloud 11. Chapter 11: Sales Cloud 12. Chapter 12: Salesforce Administrator Exam Preparation 13. Chapter 13: Continuing Education and Career Development 14. Index 15. Other Books You May Enjoy

Sharing settings and organization-wide defaults

In the previous section of this chapter, we learned how Salesforce profiles, roles, and permission sets can influence Salesforce security related to Salesforce objects and their features. In this section, we will learn about security related to Salesforce data sharing. To do this, we will deep dive into the world feature called Sharing Settings to discover its two core features called Organization-Wide Default (often shortened to OWD) and Sharing Rules. Both features are connected and together create the core on which the Salesforce security is built. Let’s see how those features work in detail.

Organization-Wide Default

From the previous section of this paragraph, we understood that Salesforce profiles and permission sets are responsible for giving access to Salesforce objects. So, profiles and permission sets are controlling this if I see the Lead tab, Account tab, Opportunity tab, or any other standard or custom tab. But...

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