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Steve's 20 Ways of Sharing a Record in Salesforce

SteveTechArc

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Steve's 20 Ways of Sharing a Record in Salesforce

914 просмотров · 2 года назад
SteveTechArc
3,06 тыс. подписчиков
914 просмотров · 2 года назад
In this guide, I dive into the myriad ways you can share records in Salesforce. From the basics of OWD to the complexities of code, get a clear understanding of how Salesforce's sharing mechanisms work. -What you'll learn: The difference between code, configuration, and out-of-the-box sharing methods. Record level sharing vs. structural level access. -Insights into sharing settings: OWD, Grant Using Hierarchy, and Ownership. -Criteria-based sharing rules, guest-based sharing, and owner-based sharing. -Manual teams, territories, and the enterprise territory management. -The power (and cautionary use) of profiles, permission sets, and programmatic sharing. -Introduction to the newer restriction rules in Salesforce and scoping rules. -Navigating the challenges and solutions for Community users in Salesforce. -A brief look into external hierarchies, super users, and more! This video is in the Salesforce Security Spectacular. Connect with SteveTechArc Lnk.bio: https://lnk.bio/stevesimpson Website: https://www.stevetecharc.com/ Twitter:   / steve_techarc   LinkedIn:   / stevesimpson6   STA 4.6