salesforce_security_impl_guide
salesforce_security_impl_guide
salesforce_security_impl_guide
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Contents<br />
Creating and Editing Permission Set List Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26<br />
Editing Permission Sets from a List View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27<br />
Working in a Permission Set's Overview Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27<br />
About App and System Settings in Permission Sets . . . . . . . . . . . . . . . . . . . . . . . . . . . 28<br />
Permission Set Assigned Users Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28<br />
Searching Permission Sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29<br />
Viewing and Editing Assigned Apps in Permission Sets . . . . . . . . . . . . . . . . . . . . . . . . 30<br />
Assigning Custom Record Types in Permission Sets . . . . . . . . . . . . . . . . . . . . . . . . . . 30<br />
Enable Custom Permissions in Permission Sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31<br />
Manage Permission Set Assignments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31<br />
Object Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33<br />
“View All” and “Modify All” Permissions Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34<br />
Comparing Security Models . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34<br />
Field-Level Security Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36<br />
Setting Field Permissions in Permission Sets and Profiles . . . . . . . . . . . . . . . . . . . . . . . 37<br />
Setting Field-Level Security for a Single Field on All Profiles . . . . . . . . . . . . . . . . . . . . . . 37<br />
Field Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38<br />
User Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38<br />
Desktop Client Access Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38<br />
Working with Desktop Client Access in the Enhanced Profile User Interface . . . . . . . . . . . 39<br />
Viewing and Editing Desktop Client Access in the Original Profile User Interface . . . . . . . 40<br />
Setting Login Restrictions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40<br />
Restricting Login IP Ranges in the Enhanced Profile User Interface . . . . . . . . . . . . . . . . . 42<br />
Restricting Login IP Addresses in the Original Profile User Interface . . . . . . . . . . . . . . . . 43<br />
Viewing and Editing Login Hours in the Enhanced Profile User Interface . . . . . . . . . . . . . 44<br />
Viewing and Editing Login Hours in the Original Profile User Interface . . . . . . . . . . . . . . 44<br />
Managing Salesforce Classic Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45<br />
Organization-Wide Sharing Defaults Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45<br />
Setting Your Organization-Wide Sharing Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46<br />
External Organization-Wide Defaults Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47<br />
Setting the External Organization-Wide Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48<br />
Disabling External Organization-Wide Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49<br />
Sharing Rules Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49<br />
Criteria-Based Sharing Rules Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50<br />
Creating Lead Sharing Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51<br />
Creating Account Sharing Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52<br />
Creating Account Territory Sharing Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53<br />
Creating Contact Sharing Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54<br />
Creating Opportunity Sharing Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55<br />
Creating Case Sharing Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56<br />
Creating Campaign Sharing Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57<br />
Creating Custom Object Sharing Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58<br />
Creating User Sharing Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59<br />
Sharing Rule Categories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60