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ACCESSING SHARING SETTINGS

Sharing Settings can be accessed via the Setup Menu. Here you will find Organisation-Wide Defaults and Sharing Rules for each data object.

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SHARING CONSIDERATIONS

• Organisation-Wide Defaults (OWD) define the base level of access for a record in Salesforce. The most common access levels:

  • Private - means the record cannot be seen by users other than the Owner unless Sharing Rules are applied.

  • Public Read/Write - means the record can be accessed and edited by all users with Profile permissions to the object.

  • Public Read Only - means the record can be accessed by all users with Profile permissions to the object.

  • Controlled by Parent - means record sharing is governed by the parent record via a Master-Detail relationship.

  • Grant Access Using Hierarchies - means the record will be shared via the Role Hierarchy.

• Profiles define who has access to an object and govern read/write access before sharing rules are applied.

  • View All and Modify All access to an object will give a user access to all records from that object regardless of Sharing Rules.

• Roles are assigned to Users to define the area that they have access to in the data and to define where the user sits in the access hierarchy.

  • The role access hierarchy will allow users who sit higher in the hierarchy to see data created by their subordinates.

• Public Groups are assigned multiple Roles and are used in the Sharing Rules to define data access. By using Public Groups in Sharing Rules, we allow Roles to be inherited automatically into sharing and we allow individual users to be assigned to the Public Group if individualised sharing is required.

SHARING SUMMARY