Sharing, visibility, and licensing
Understanding how to enable a user to see the right items and perform the right functions is a key part of Experience Cloud. You need to make sure that from permission sets to roles to profiles, you have an understanding of how to apply the correct mix to give out the minimum amount of access. Let’s recap some best practices before we jump into question review:
- Regularly review access controls: Regular audits of user roles and permissions protect your information and ensure that only authorized users can access sensitive information. Review profiles, roles, and permission sets.
- Utilize Salesforce’s built-in security features: Take advantage of Salesforce’s robust security tools such as encryption to secure your community data.
- Plan your design: Carefully think through your design against business requirements and user access before creating architecture.
- Integrate thoughtfully: When integrating with third-party...
