Unlocking Salesforce Data
A Complete Guide to Designing Secure and Scalable Sharing & Visibility Architecture
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Beschreibung
In today’s data-driven world, securing sensitive information while enabling collaboration is crucial for every organization. This book empowers you to unlock the full potential of Salesforce’s sharing and visibility architecture, balancing access and security to create scalable solutions for your organization. Whether you’re a Salesforce admin, architect, or consultant, this book equips you with the tools and insights needed to implement best-in-class sharing models.
From configuring role hierarchies and organization-wide defaults to implementing advanced techniques like Apex-managed sharing, Unlocking Salesforce Data walks you through near real-world use cases, ensuring your architecture is optimized for performance and compliance. It explains the different layers of Salesforce’s sharing architecture—from role hierarchies and sharing rules to more advanced topics like Apex-managed sharing and manual sharing strategies.
You’ll also learn how to balance accessibility with data protection and how to customize your sharing settings to meet your organization's specific needs. By the end, you'll be equipped to design scalable, efficient sharing models that align with your organization's objectives and compliance requirements.
You will:
Configure sharing settings, including object- and field-level security.
Understand advanced sharing techniques, including Apex-managed sharing and manual sharing.
Apply best practices for optimizing sharing architecture for performance and security.
In today’s data-driven world, securing sensitive information while enabling collaboration is crucial for every organization. This book empowers you to unlock the full potential of Salesforce’s sharing and visibility architecture, balancing access and security to create scalable solutions for your organization. Whether you’re a Salesforce admin, architect, or consultant, this book equips you with the tools and insights needed to implement best-in-class sharing models.
From configuring role hierarchies and organization-wide defaults to implementing advanced techniques like Apex-managed sharing, Unlocking Salesforce Data walks you through near real-world use cases, ensuring your architecture is optimized for performance and compliance. It explains the different layers of Salesforce’s sharing architecture—from role hierarchies and sharing rules to more advanced topics like Apex-managed sharing and manual sharing strategies.
You’ll also learn how to balance accessibility with data protection and how to customize your sharing settings to meet your organization's specific needs. By the end, you'll be equipped to design scalable, efficient sharing models that align with your organization's objectives and compliance requirements.
What You Will Learn
- Configure sharing settings, including object- and field-level security.
- Understand advanced sharing techniques, including Apex-managed sharing and manual sharing.
- Apply best practices for optimizing sharing architecture for performance and security.
Who This book Is For
Salesforce administrators, Solution architects, Consultants and Salesforce developers.
Configure object & field security, role hierarchies, sharing rules, and manual sharing for data control Find solutions to sharing and visibility challenges, ensuring data security and accessibility Features expert perspectives on sharing visibility architecture needed to build secure, high-performance models
Autor*in
Sandhya Sharma
Themen in »Unlocking Salesforce Data«
salesforce Architecture Role Hierarchy Apex Security Salesforce Security Best Practices