Security Model in Salesforce
In Salesforce, data is stored in three key constructions: objects, fields, and records. Objects are similar to tables in databases. Fields are similar to columns of the table. Records are similar to rows of data inside the table. Salesforce uses object-level, field-level, and record-level security to secure access to object, field, and individual records. Salesforce security model is powerful than any other CRM security model.
Scenario John is an experienced leader who has recently joined ABC Corp as a sales executive. She also has a marketing background and reports directly to the CEO. She needs access to various objects and apps in Salesforce.
Layer 1 : Object-level-security Object-level access can be managed through two configurations, profiles and permission sets.
Even if John has access to objects, she still needs access to individual fields of each object. In Salesforce, profiles also control field-level access. An admin can provide read and write permissions for individual fields. An admin can also set a field to hidden, completely hiding the field to that user.
Layer 2 : Field-level-security
Layer 3 : Record-level-security This is where record-level security comes in. Salesforce provides five ways to share records with others and access others’ records. Types of record-level security (also known as record sharing rules)
Wrapping up Today, Salesforce delivers three layers of exceptional security with stupendous flexibility to accommodate any industry need. Salesforce is purely a secured CRM, so you can embrace it without any fear. Our Salesforce experts solve any complex, small-to large-scale customer challenge to produce scalable, secure, and high-performance solutions that maximize your business's potential. Contact us to find out more.
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