Learn about how individual record access can be controlled in Salesforce.
- [Instructor] Let's talk about record access…using the role hierarchy.…The role hierarchy is an organization chart…within Sales Force that extends data access…to users based on their location within that hierarchy.…The role hierarchy opens record access when…the organization-wide default access…is anything lower than public read/write.…I can configure users within the role hierarchy…to have no access, view only access,…or open access to view and edit.…I'll set my role hierarchy so that users…have access to the records they need.…
We'll need to be signed in,…and we're at the home tab,…then let's click on the gear cog icon…and let's click set up.…We'll type the word roles here in the quick-find,…then click roles, let's set up roles,…and we'll click this little plus to expand the roles,…let's take a look at Sales Manager,…I'll click edit next to the Sales Agent role.…
While my organization default allows…sales agents to edit and manage records…in the opportunity objects they own,…I want to prevent them from editing and deleting…
AuthorChristopher Matthew Spencer
- Planning a transition to Salesforce
- Administering user accounts
- Managing permissions
- Capturing and converting leads
- Customizing views
- Setting up opportunities
- Creating campaigns
- Customizing fields and pages
- Customizing apps
- Building and sharing reports
- Importing data
- Batch processing data
- Enforcing data security with auditing and policies
Skill Level Beginner
1. Getting Prepared
2. Users and Data Visibility
3. Working with Salesforce
4. Customizing, Branding, and Social
Search layouts4m 59s
6. Data Management
7. Data Security
Next steps1m 12s
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