Salesforce Security Guide
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Control Who Sees What
Create a User Role
Security Guidelines for Apex and Visualforce Development
API End-of-Life Policy
Give Users Access to Data
Choosing the data set that each user or group of users can see is one of the key
decisions that affects data security. You need to find a balance between limiting access to data, thereby limiting risk of
stolen or misused data, versus the convenience of data access for your users.
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Control Who Sees What
Salesforce data sharing lets you expose specific data sets to individuals and groups of users. Permission sets, permission set groups, and profiles provide object-level and field-level security by controlling access. Record-level sharing settings, user roles, and sharing rules control the individual records that users can view and edit. -
User Permissions
User permissions specify what tasks users can perform and what features users can access. For example, users with the View Setup and Configuration user permission can view Setup pages, and users with the API Enabled user permission can access any Salesforce API. -
Object Permissions
Object permissions specify the base-level access users have to create, read, edit, and delete records for each object. -
Custom Permissions
Use custom permissions to give users access to custom processes or apps. -
Profiles
Profiles define default settings for users. When you create users, you assign a profile to each one. -
Permission Sets
A permission set is a collection of settings and permissions that give users access to various tools and functions. Permission sets extend users’ functional access without changing their profiles and are the recommended way to manage your users’ permissions. -
Create a User Role
In the role hierarchy, users have access to records owned by or shared with users in roles below them. Roles within the hierarchy affect access on components such as records and reports.