Chapter 6: Security First – The "Who Sees What" Paradigm

The Salesforce platform delivers a wide range of tools and features to enable data access and sharing across users, empowering security, segregation, and effective data management in your org.

Everything is centered on data, and keeping it safe and sound must be your priority. Also, giving users the ability to access only what they need to access is key to enhancing productivity and also avoiding human error (users may access data they should not be allowed to handle). By using permissions on profiles and permission sets, you'll be able to define exactly which data parts are accessible to which users; configuring proper org-wide default sharing, you'll define which records for any object should be accessed by users (for instance, sales reps shouldn't access opportunities created directly by the VP of sales), and you'll also be able to spread out record access with custom rules, thus giving...