Tips & Hints for Sharing Data
Salesforce provides many flexible options for you to control how records are shared within your organization. To specify the objects and tabs that a user can access, assign a profile. To specify the individual records that a user can view and edit, set your organization-wide defaults, define a role hierarchy, and create sharing rules.
In this tip sheet you will learn about the following:
Download Tips & Hints for Sharing Data
Salesforce provides many flexible options for you to control how records are shared within your organization. To specify the objects and tabs that a user can access, assign a profile. To specify the individual records that a user can view and edit, set your organization-wide defaults, define a role hierarchy, and create sharing rules.
In this tip sheet you will learn about the following:
- Granting Access to Objects with Profiles
- Specifying Default Access to Records with Organization-Wide Defaults
- Sharing Records with a Role Hierarchy
- Sharing Records with Sharing Rules
- The Big Picture for Sharing Records
Download Tips & Hints for Sharing Data
