Locking Down Record Access in Salesforce

Locking down record access in Salesforce

With the powerful Salesforce sharing features, you can support collaboration within your organization while keeping sensitive information secure. And while you must always balance collaboration with security, there are situations in which you might need to make absolutely sure that record access is limited to a very small number of people, regardless of their position within the corporate hierarchy. In this post, you’ll learn about the sharing features and strategies you can use to do just that. Continue reading

Behind the Scenes of Record Ownership in Salesforce

Record ownership is at the core of Salesforce’s record access capabilities, which allow you to specify which users or types of users should be able to access specific records or types of records. Salesforce.com’s architects and developers have spent years creating a highly functional and massively scalable record access infrastructure around record ownership, saving you the monumental effort of building that infrastructure yourself.

In this post, you’ll learn how those years of heavy lifting have actually simplified record access for the most common enterprise security models, allowing you to configure record access declaratively instead of with painstakingly developed code. You’ll also get an “under the hood” view of record access, and learn how to implement your record access model and avoid potential pitfalls along the way. Continue reading

Extreme Force.com Data Loading, Part 6: Taking Advantage of Deferred Sharing Calculations

You are planning a Force.com implementation with large volumes of data. Your data model is in place, all your code is written and has been tested, and now it’s time to load the objects, some of which have tens of millions of records. What is the most efficient way to get all those records into the system?

This is the last entry in the six-part series about data loading for very large enterprise deployments, covering how you can use the Defer Sharing Calculation feature to minimize the time it takes to load records into your Salesforce organization. Continue reading

Extreme Force.com Data Loading, Part 5: Loading and Extracting Data

You are planning a Force.com implementation with large volumes of data. Your data model is in place, all your code is written and has been tested, and now it’s time to load the objects, some of which have tens of millions of records. What is the most efficient way to get all those records into the system?

This is the fifth entry in the six-part series about data loading for very large enterprise deployments, and it uses actual customer use cases to explain high-volume data loading and extraction, and to outline the tools and strategies that you can use to get data into or out of Salesforce as quickly as possible. Continue reading

Extreme Force.com Data Loading, Part 4: Sequencing Load Operations

You are planning a Force.com implementation with large volumes of data. Your data model is in place, all your code is written and has been tested, and now it’s time to load the objects, some of which have tens of millions of records. What is the most efficient way to get all those records into the system?

This is the fourth entry in the six-part series about data loading for very large enterprise deployments, covering how you can sequence load operations properly and increase your overall loading throughput. Continue reading

Extreme Force.com Data Loading, Part 3: Suspending Events that Fire on Insert

When you need to load a very large amount of data into Force.com quickly, you want to ensure that each insert is as efficient as possible. With appropriate preparation and post-processing, you can disable data validation and enrichment operations while loading–without compromising your data integrity or business rules. Continue reading

Extreme Force.com Data Loading, Part 2: Loading into a Lean Salesforce Configuration

Lean loading

You are planning a Force.com implementation with large volumes of data. Your data model is in place, all your code is written and has been tested, and now it’s time to load the objects, some of which have tens of millions of records. What is the most efficient way to get all those records into the system?

This is the second entry in the six-part series about data loading for very large enterprise deployments, covering how you can load data into a lean configuration. Continue reading

Protecting Force.com Custom Sharing Code

Protecting Force.com Custom Sharing Code

The programmatic sharing capabilities of the Force.com platform are very powerful and flexible, but you have to practice a bit of defensive coding to keep our code from undoing yours. With Apex sharing reasons or one of the strategies described in this post, you can keep the shares you create from being deleted by record owner changes and maintain the integrity of your custom sharing model. Continue reading

Extreme Force.com Data Loading, Part 1: Tune Your Data Model

Force.com Data Loading

What is the most efficient way to get all a LOT of data into your Salesforce or Force.com org? This post is the first in a six-part series “The Force.com Extreme Data Loading Series” covering all aspects of extreme data loading. Continue reading

Dynamic Data Sharing on Force.com

Do you need to share data dynamically in Salesforce based on the attributes of the data itself? This blog entry explains when and how to implement two of the most common dynamic sharing use cases: criteria-based sharing rules and triggers. Continue reading