Learn the fundamentals of the Security Model in Salesforce to add an extra layer of protection to sensitive data while giving admins control over their environment.

Salesforce provides a secure, scalable platform for business data and applications. To ensure maximum security, it uses a robust security model that allows administrators to control access to their data and applications. Learn more about the fundamentals of the Salesforce security model here.

User Profiles

The users are assigned profiles or permission sets that define their access to data, applications, and features. These profiles and permission sets can be customized to give users appropriate access to the organization’s data, as well as specific applications. Administrators must set user profiles and specify the individual’s level of access for each application, feature, or piece of data in an organization.

Understand the Types of Users

The CRM platform distinguishes between two types of users: Application Users and System Users. The primary difference between the two is that an Application User has a record in the system, while a System User gracefully passes through without any contact with the back-end files. It’s important to understand these types of users and their capabilities so you can accurately configure your security settings.

Grasp the Security Controls Available for Each Type of User

In Salesforce, there are a number of different controls that admins can configure to grant or deny access to certain features. Depending on the type of user, access is configured in two different ways – either via Permission Sets or through Profile settings. Application Users have individual profiles, while System Users have permission sets they must be assigned. Admins need to understand which type of user controls what information and security settings to ensure the ultimate protection.

Learn About Sharing Rules and Profiles

Sharing rules are the primary mechanism for granting access to records or objects. Admin users can control which groups of users have access to records, determine the level of access, and even what information users can see in a record. Profiles are used as one of the ways to define roles and responsibilities for application users and system-level users. Users who are assigned a particular profile are given various permissions based on that profile. Understanding how profiles work is essential to properly configuring security settings into this platform.

Explore Permission Sets and Roles Hierarchy Management 

Permission sets and role hierarchies are one of the key components of Salesforce security. Permission sets enable administrators to assign specific permissions, such as access to an object or permission to view a particular field, without having to configure profiles. The role hierarchy controls how records are shared between users in organizations. Understanding how the role hierarchy works is key when designing your security model in Salesforce.

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