Handling data security in Salesforce involves a multi-layered approach to ensure that sensitive information is protected while allowing necessary access to users. Salesforce provides a comprehensive set of security features that can be configured to meet specific organizational security requirements.
The primary elements include profiles and permission sets, which define what users can do and what they can see. Profiles are assigned to every user and control their access to objects and fields, including permissions for creating, viewing, editing, and deleting records. Permission sets extend these capabilities, allowing for more granular access control without changing profiles.
In addition to profiles and permission sets, field-level security settings control access to specific fields in a record, while organization-wide defaults set baseline sharing rules for records. Role hierarchies and sharing rules can then be used to fine-tune record access within these defaults, ensuring users see only the data they need for their role.
By effectively configuring these security settings, administrators can maintain a strong security posture in Salesforce, safeguarding sensitive data against unauthorized access while ensuring that users have the access they need to perform their job functions efficiently.
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