Search icon CANCEL
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Conferences
Free Learning
Arrow right icon
Arrow up icon
GO TO TOP
Mastering Salesforce CRM Administration

You're reading from   Mastering Salesforce CRM Administration An Advanced Administration Certification Handbook

Arrow left icon
Product type Paperback
Published in Mar 2017
Publisher
ISBN-13 9781786463180
Length 412 pages
Edition 1st Edition
Concepts
Arrow right icon
Author (1):
Arrow left icon
Rakesh Gupta Rakesh Gupta
Author Profile Icon Rakesh Gupta
Rakesh Gupta
Arrow right icon
View More author details
Toc

Table of Contents (13) Chapters Close

Preface 1. A Deep Dive into the Salesforce Lightning Experience FREE CHAPTER 2. Security Settings in Salesforce 3. Territory Management 4. Extending Salesforce with Custom Objects and Applications 5. Getting More Value from Sales Cloud 6. Increasing Service Agent Productivity by Using Service Cloud 7. Optimizing Business Processes with Visual Workflow and Approval Processes 8. Automating Complex Business Processes 9. Analyzing Productivity with Reports and Dashboards 10. E-mail and Mobile Administration 11. Different Ways of Deploying an Application between Environments 12. Basics of Apex and Visualforce Page

Secure organization data using OWD


Organization-wide default is also known as OWD. This is the base-level sharing and setting of objects in any organization. By using this, you can secure your data so that other users can't access data to which they haven't been allowed access. The following diagram shows the basic record security in Salesforce. In this, OWD plays a key role:

It's a base-level object setting in the organization, and you can't restrict the access below this. We will now discuss OWD in Salesforce.

A business scenario: Alok Sinfal is the system administrator at Universal Containers. As per the business requirement, he wants to set the security setting for the lead object so that the user who has created or owns the lead records, as well as users that are higher in the role hierarchy, can access the records.

Before thinking about any solution, you have to think about the OWD because it is the base-level setting to restrict object-level access in Salesforce. To achieve this, the...

lock icon The rest of the chapter is locked
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Renews at AU $24.99/month. Cancel anytime