Salesforce Tips & Tricks Blog

Salesforce Sharing Cheat Sheet

Posted in Back2Basics by Ron
Share:

☝ We at https://cloudbus.digital/ specialize in all areas of Salesforce development, and we're happy to do the simple, as well as the complex work. Both with a focus on quality.

📃 When it comes to the simple, base work - such as configuring a fresh Salesforce org to perform basic functionality, we often find that even in this area there is a lack of concise guides. As mentioned in our previous post, we decided to maintain our own documentation for any real or potential challenges we may encounter.

✏ This week, we would like to share our cheat sheet created by Ron Baremans on Data Sharing within Salesforce, part of our Back2Basics series:

Salesforce Sharing Model

Within Salesforce, there are two major ways to limit/grant access to date:

  • Limit/grant access to the objects and fields within objects
  • Limit/grant access to the data that sits within the objects

Below infographic provides a quick reference on how access to data in Salesforce is granted or restricted.