Tuesday, March 3, 2015

A Guide to Sharing Architecture

Sharing model is an essential and critical element of salesforce. It enables record -level access control for all the custom objects and many standard objects. 

License: 
It is essential for every user in salesforce to have a minimum of one user license. 
They are the keys to enable functionality. 

Types of licenses:

·        Full Sharing Model
·        High Volume Customer Portal License
·        Chatter Free License


Components

Profiles and Permission Sets
  •  These provide object level security (CRED access to records)
  • “View All” and “Modify All” permissions for objects bypass sharing rules and settings
  • This is also a preferable alternative to “View All Data” and “Modify All Data” administrative permissions.

 Record Ownership and Queues
  •  Owner of the record has full access to the record
  • Users higher in a hierarchy inherit the same data access as their subordinates for standard objects

 Queues
  • Manage your leads, orders, cases, service contracts, and custom objects by using Queues
  • Records in the queue can be assigned or owned by the queue members or users above them in the role hierarchy.

 Organization-Wide Defaults
  •  Organization-wide defaults are the only way to restrict user access to a record.
  • Defines default level of access that users have to the records
  • Locks down your data to the most restrictive level
  • You can remove the grant access to the managers in the role hierarchy by unchecking Grant Access Using Hierarchies setting for custom objects.
Note: Grant Access Using Hierarchies setting cannot be changed for custom objects.

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