What is Record Level Security in Salesforce? | Salesforce tutorial
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- Опубліковано 4 гру 2020
- In this video, Shrey is not only teaching but also demonstrating how to apply Record Level Security in Salesforce.
You will be learning:
What is Record Level Security in Salesforce?
What is the need for Record Level Security?
How to implement Record Level Security?
Is it necessary to implement Record Level Security?
What are the different ways to implement Record Level Security?
How many types of Permissions are available in Record Level Security?
Does Object Level and Record Level Security go hand-in-hand?
What is OWD(Organization-Wide Defaults)?
What is Role Hierarchy?
• Role Hierarchy in Sale...
What are Sharing Rules?
• How sharing rules can ...
What is Manual Sharing?
• What is Manual Sharing...
We hope you enjoy the video and it helps you to take another step forward in your journey with Salesforce. This video is from the Salesforce Administrator & App Builder course which is designed and curated by Shrey Sharma, one of the top best Salesforce Trainer in the world.
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Get your free copy of notes here: s2-labs.com/salesforce-admin-...
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Reach us out here: cyntexa.com
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Shrey is a Chief Executive Officer at Cyntexa which is considered as one of the top Salesforce Consulting Partner in USA, UK, UAE, Australia, Singapore & India having a vibrant team of 100+ certified Salesforce experts which include developers, architects, consultants, administrators, and MVPs.
Shrey took Cyntexa from 5 to 100+ people in less than 1.5 years while multiplying the revenues by 8 times. Shrey has been an entrepreneur since the age of 13 as he was buying and selling stuff and making money in the school itself. Shrey is the Youngest Salesforce MVP in the world who firmly believes in providing value to the people and building long term value-based relationships. His mission is to disrupt the way professional technical services are delivered by bringing back the empathy for the end-user rather than being operational and transactional.
Shrey is popularly known as Salesforce Hulk in the Salesforce ecosystem as he was the first one to start creating videos on Salesforce on his UA-cam channel named as Salesforce Hulk and that too at the age of 19. Shrey is also the founder of S2 Labs which is a Salesforce Training Company, being the 1st one to start Salesforce training in Rajasthan, India, and currently selling his courses worldwide. Shrey is also a marvellous speaker who actively presents on topics that revolve around Salesforce and Entrepreneurship in various worldwide conferences. Shrey has also been a Judge in multiple technical and business hackathons organized by the Government of India like Smart India Hackathon.
Shrey is a leader with out of the box thinking who emphasizes not only on hitting the sales targets but also on providing an amazing experience to the customers as well as employees. Shrey believes in building a team with strong values, ethics, and behavior which leads to the amazing culture at Cyntexa.
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#recordlevelsecurity
00:35 Record Level Security Need?
06:15 Three Types[1. Public Read/Write, 2. Public Read Only, 3. Private]
16:36 Planning:[First Restrict if required then provide additional access]
17:55 Role Hierarchy:[Someone Above in hierarchy can see all records of below in hierarchy]
21:38 Sharing Rules:[Automatic Exceptions according to criteria]
25:07 Manual Sharing:[if no criteria then Share Manually ]
31:40 User License:[Cloning Profile User License == AvailableUser License]
I couldn’t find developer 1 videos topics much. Could you pls upload pd1 topics. Ur admin topics were too good and it covered all topics
Thanks Shrey, I would like to know about instance method I haven't found any example. So if make a video or shares any links thats helpful for me . Thanks once again to u
😍
Object level security and record level security go hand and hand? I tested it and what you said is unfortunately wrong. As I tested, I found Object level security applies over record level security, no matter which one is most restrictive. Anyways still I'm thankful to you Shrey as your videos are really helpful for me to understand the concepts of Salesforce Administrator.
No it doesn’t go that way , Please check maybe whichever condition you applied Object level could have restrictive than OWD
Hi, i have a question.. lets say there are 3 objects a,b,c.
A----> B (a relates b)
B----->C (b related c)
C----->A (c relates a)
In this which relation will be there..?
Look up / master detail ?? And why??
Bro question is wrong as u are forming a loop 🔁
So basically,
If you select ✅Visible then you have Read + Update/Edit Permissions
If you select ✅Read-Only then you have Read only access which means (Visible - Update/Edit permission)
which means that, you'll have Read only access only when you'll have Visible access but for visible access you'll not need Read only access.
So, 1. If you've to give someone Read only access Select ✅Read-Only (Salesforce will automatically check Visible checkbox for you)
2. If you've to give someone Edit/Update access Select ✅Visible
Hope this will help
Are you talking about Field level security ?
I didn't under stand even one point, way of explanation is not understandable.
sir writing bahut gandi h aapki.....baki aap bolte acha ho
Thank you vineet 😅