In June, we brought you the first three videos in the “Who Sees What” series for Salesforce administrators, addressing common questions about roles, profiles, and data visibility:
This month, we’ve got four more videos in this series that address visibility and data access in Salesforce:
Who Sees What: Organization-Wide
Learn how to set the default sharing settings. These settings determine the access users have to records owned by other users.
Who Sees What: Record Access via the Role Hierarchy
If you've set the default sharing settings to anything more restrictive than Public Read/Write, use Role Heirarchy to open up record access and give users visibility to the records of users below them in the heirarchy.
Who Sees What: Field Level Security
Watch how to use field level security to prevent access to specific fields on a profile-by-profile basis.
Who Sees What: Record Access via Sharing Rules
If you've set the default sharing settings to anything more restrictive than Public Read/Write, use Sharing Rules to open up record access to users in roles, public groups, or territories.