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You're reading from  Salesforce for Beginners - Second Edition

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Published inOct 2022
PublisherPackt
ISBN-139781803239101
Edition2nd Edition
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Authors (2):
Sharif Shaalan
Sharif Shaalan
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Sharif Shaalan

Sharif Shaalan was first introduced to Salesforce as an end user in 2007. His range of experience, from a sales rep to technical architect, helped him successfully lead more than 100 implementations including projects that were showcased on the main stage at Dreamforce. In 2013, Sharif was chosen as a Salesforce MVP, and in 2020 he was inducted into the Salesforce MVP Hall of Fame. Sharif is a regular speaker at Salesforce conferences and has obtained more than 10 Salesforce certifications. He is the founder and CEO of Agile Cloud Consulting and continues to be an active Salesforce community contributor
Read more about Sharif Shaalan

Timothy Royer
Timothy Royer
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Timothy Royer

Timothy Royer is the VP of Delivery at Agile Cloud Consulting and a Salesforce Certified Application Architect. Timothy began his Salesforce career in 2012 as an accidental administrator and has since participated in a number of implementations in a variety of roles. Timothy has experience as a Salesforce customer, a Salesforce partner, and as a member of the Salesforce.org professional services team.
Read more about Timothy Royer

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Understanding record ownership

Record ownership is central to the access capabilities built into the Salesforce platform. This ownership allows you to specify which users should be able to access specific records. Every record created in Salesforce has an owner. An owner is a user in the system (such as the user we created in the previous section). At a minimum, the record owner would have access to the record they own. This access can then be expanded to other users using various sharing and visibility features that were covered in Chapter 10, An Overview of Sharing and Visibility. All organizations have some level of independent work, ad hoc collaboration, and structured collaboration. These use cases are all covered by record ownership and sharing features built into the Salesforce platform. Figure 11.5 below shows the record owner field, in this case, Account Owner. The owner field on all objects determines who the owner of the record is.

The only exception to this...

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Salesforce for Beginners - Second Edition
Published in: Oct 2022Publisher: PacktISBN-13: 9781803239101

Authors (2)

author image
Sharif Shaalan

Sharif Shaalan was first introduced to Salesforce as an end user in 2007. His range of experience, from a sales rep to technical architect, helped him successfully lead more than 100 implementations including projects that were showcased on the main stage at Dreamforce. In 2013, Sharif was chosen as a Salesforce MVP, and in 2020 he was inducted into the Salesforce MVP Hall of Fame. Sharif is a regular speaker at Salesforce conferences and has obtained more than 10 Salesforce certifications. He is the founder and CEO of Agile Cloud Consulting and continues to be an active Salesforce community contributor
Read more about Sharif Shaalan

author image
Timothy Royer

Timothy Royer is the VP of Delivery at Agile Cloud Consulting and a Salesforce Certified Application Architect. Timothy began his Salesforce career in 2012 as an accidental administrator and has since participated in a number of implementations in a variety of roles. Timothy has experience as a Salesforce customer, a Salesforce partner, and as a member of the Salesforce.org professional services team.
Read more about Timothy Royer