Newer Version Available

This content describes an older version of this product. View Latest

Preface

This document introduces advanced topics in user record access for the Salesforce Sales, Customer Service, and Portal applications, and provides guidance on how to configure your organization to optimize access control performance.

Audience

This document is for expert architects working on Salesforce implementations with complex record access requirements or large-scale sales organization realignments.

Assumptions

This document assumes expertise in Salesforce administration and security, and knowledge of SQL and relational database concepts. It also assumes a familiarity with the content of its companion paper, Record-Level Access: Under the Hood, which explains the inner workings of the flexible and powerful Salesforce record access infrastructure.