Data-sharing options in Salesforce
One of the key requirements for organizations is to have access to and control over business records in their software systems. Your organization should be able to have complete control over who can access your business data. As with all other systems, with Salesforce, you can allow specific users to view an object and restrict the individual records they can see. You can manage record-level access in four ways, and you need a combination of more than one unless you make it public to all objects via Organization-Wide Defaults (OWD).
At a high level, the following are the options to enable access to your users without the need for Apex coding:
- OWD: Specifies the default level of access the users can have to each other’s data (records). We have three options along with the Grant Access Using Hierarchies option. (The Grant Access Using Hierarchies option is an OWD setting to control sharing access using hierarchies for any custom object...