In Salesforce, data access and visibility are determined by a combination of an object’s sharing model and security settings. The sharing model determines how users with different levels of access can view, edit, or delete data. The security settings determine which users have access to data.
There are two types of sharing models in Salesforce: public and private. Public sharing models allow all users to access data regardless of their security settings. Private sharing models restrict data access to only those users who have the appropriate security settings.
The following sections will describe each type of sharing model in more detail.
Public Sharing Models:
The two public sharing models are the org-wide default and the role hierarchy.
Org-Wide Default:
The org-wide default is the most permissive sharing model. It allows all users to access all data regardless of their security settings. The only exception to this rule is if the user does not have the “View All Data” permission, in which case they will only be able to see data that they own or that has been explicitly shared with them.
Role Hierarchy:
The role hierarchy is a bit more restrictive than the org-wide default. It allows users to access data that is owned by users who are lower in the hierarchy, as well as data that has been explicitly shared with them. However, users will not be able to see data that is owned by users who are higher in the hierarchy.
Private Sharing Models:
The three private sharing models are the manual, criteria-based, and territory-based.
Manual:
The manual sharing model is the most restrictive sharing model. It allows users to access only data that has been explicitly shared with them.
Criteria-Based:
The criteria-based sharing model is less restrictive than the manual sharing model. It allows users to access data that meets certain criteria, such as data that has been created by users in the same department or data that has been created in the last 30 days.
Territory-Based:
The territory-based sharing model is similar to the criteria-based sharing model, but it uses territories instead of criteria to determine which data a user can access.
Salesforce is a powerful CRM tool that provides users with easy access to their customer data. However, it is important to understand how data is stored and accessed in Salesforce in order to ensure that only authorized users have access to the information they need.
In this article, we will discuss:
- How data is stored in Salesforce
- The different ways to access data in Salesforce
- The different levels of data visibility in Salesforce
- How to control data access and visibility in Salesforce
Data Storage in Salesforce:
Salesforce stores all of its data in a series of tables. These tables are organized into a structure called an “object.” Objects can be thought of as containers for data. Each object has a set of fields that contains the actual data.
For example, the “Account” object might have fields for the account name, account number, and address. The “Contact” object might have fields for the contact’s name, phone number, and email address.
Data Access in Salesforce:
There are two ways to access data in Salesforce: via the user interface (UI) or via the Salesforce API.
The UI is the graphical interface that users interact with in order to view and manipulate data. The API is a set of programming instructions that allow software programs to interact with Salesforce data.
Both the UI and the API provide various levels of data visibility. The following sections will discuss the different levels of data visibility in Salesforce and how to control them.
Data Visibility in Salesforce:
There are three levels of data visibility in Salesforce: public, shared, and private.
Public data is accessible to all users, regardless of their permissions. Shared data is accessible to a specific group of users, as defined by their permissions. Private data is only accessible to the individual user who owns the data.
The following sections will discuss how to control data visibility in Salesforce.
Controlling Data Visibility in Salesforce:
There are two ways to control data visibility in Salesforce: field-level security and sharing settings.
Field-level security controls which fields are visible to which users. Sharing settings control which users have access to which records.
Field-level security is configured by an administrator in the Salesforce UI. Sharing settings are configured by the owner of the record.
Conclusion:
Salesforce is a powerful CRM tool that provides users with easy access to their customer data. However, it is important to understand how data is stored and accessed in Salesforce in order to ensure that only authorized users have access to the information they need. In this article, we discussed how data is stored and accessed in Salesforce, the different levels of data visibility, and how to control data visibility in Salesforce.
