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
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